Financial Planning and Consulting

Have you had a financial consultation within the past 6 months?

1) Yes

2) No

Do you have any interest in receiving any investment consultations?

If yes, what kind of investments options interest you?

Rank the level of satisfaction in regards to the financial options that were offered to you.

Place the number to your chocie.
1). Fair
2). Adequate
3). Surpassing

How important is it to be able to review your financial data online?

Place the number 1 next to your choice.
1). Very Important
2). Somewhat Important
3). Not Important at all

How often would you like to hear from your financial consultant?

1). At least once a week

2). At least twice a week

3). More than three times a week

Rate the comfort level you felt during your financial consultation?

1). Extremely comfortable

2). Somewhat comfortable

3). Not comfortable at all

How likely are you to recommend Hampton's financial services to someone else?

1). Extremely likely

2). Somewhat likely

3). Not likely at all