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Asking for your feedback

Feedback Questionnaire

How satisfied are you with progress towards your financial goals?

Delighted Satisfied Neutral Disappointed Dissatisfied

Are Synergos's services in line with your expectations?

Yes No

In what area(s) has Synergos exceeded your expectations?

Planning recommendations Coaching and help with implementation Financial planning process

How likely are you to refer friends and family to Synergos?

Very likely Likely Unlikely

My advisor understands my financial needs and goals.

Agree Neutral Disagree

My advisor is knowledgeable and experienced in finance.

Agree Neutral Disagree

My advisor communicates with me clearly and often.

Agree Neutral Disagree

My advisor explains complex financial concepts in an easy-to-understand way.

Agree Neutral Disagree

My advisor responds to my calls or emails in a timely manner.

Agree Neutral Disagree

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)

Synergos Advisory LLC

Direct: 206-800-8056
plannow@synergosadvice.com

Lake Union Building
1700 Westlake Ave N Suite 200
Seattle, WA 98109

Bellevue
800 108th Ave NE Unit 1100
Bellevue, WA 98004

Redmond
8201 164th Ave NE
Redmond, WA 98052

Mailing Address
508 Yale Avenue North PMB 363
Seattle, WA 98109

Synergos Advisory LLC (“Synergos”) doing business as Synergos Advisory is a registered investment advisor offering advisory services in the State of Washington and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Synergos Advisory LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Synergos does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Synergos be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Synergos or a Synergos authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. The information being provided is strictly as a courtesy/convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Synergos Advisory LLC is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, web sites, information and programs made available through this website. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for use of the web sites you are visiting. Synergos Advisory LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Synergos Advisory LLC’s web site or incorporated herein, and takes no responsibility thereof.

*The Betterment for Advisor platform charges a percentage asset under management fee which can range from 0.18% to 0.20% annually. The fee is discounted by 20% from the regular, retail platform and offered only through registered investment advisers. Synergos Advisory LLC does not receive any compensation or referral fees from Betterment for Advisors.

**Depending on the client needs and desires for estate planning document review, preparation, or updates, Synergos Advisory LLC (“Synergos”) will engage with Trust & Will, a third-party scrivener service, or estate planning attorneys. Synergos does not provide legal advice.

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