Welcome to the
West Advisory Group Family!
We're glad you're here!
Welcome to the West Advisory Group Family!
As a new client, your opinions about your experience with us are extremely important. Here at West Advisory Group, we’re always looking to improve and want to make sure that you’re getting world-class service each time you hear from us.
We strive to provide exceptional client service paired with the highest standards and ethics. Simply put, we are constantly striving to get better at what we do, for you. The feedback you provide will be used to continuously improve the services we offer. This information will not be shared or disclosed to outside parties.
Below is a survey form with questions on your experience with our office so far. We have also emailed you a digital form that can be printed out
If you have any questions or concerns about completing this survey, please don’t hesitate to contact our office. We greatly appreciate having the opportunity to serve you!
Thank you in advance for your time in completing this survey.
Sincerely,
Walter J. West
Senior Financial Strategist