Feedback Questionnaire

How satisfied are you with progress towards your financial goals?
Are Synergos's services in line with your expectations?
In what area(s) has Synergos exceeded your expectations?
How likely are you to refer friends and family to Synergos?
My advisor understands my financial needs and goals.
My advisor is knowledgeable and experienced in finance.
My advisor communicates with me clearly and often.
My advisor explains complex financial concepts in an easy-to-understand way.
My advisor responds to my calls or emails in a timely manner.
Are there any areas where Synergos fell short of your expectations?

What is one thing Synergos could do differently to make your experience better next year?

Your email address (optional)