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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


We want to hear what you have to say

Basic Information
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Do you have an alternative address, phone number, or email?
Social Media Links
Primary Account Holder - Personal Interests
Secondary Account Holder - Personal Interests
How did you hear about us?
HOW SATISFIED ARE YOU OVERALL WITH YOUR EXPERIENCE AT WEST ADVISORY GROUP?
If you did not mark "COMPLETELY SATISFIED," please explain what we can do to improve your experience:
On a scale of 1 to 5, with 1 being low and 5 being high, how would you rate your Advisor so far?
Has all of our staff been friendly, courteous, and professional?

DO YOU FEEL THAT WE ASSISTED YOU IN FINDING THE BEST OPTIONS TO MEET YOUR FINANCIAL NEEDS?

Do you feel that we followed-thru on all the commitments we made to you?
Did someone follow up with you regularly while your assets were being transferred to ensure your satisfaction throughout the process?
Do you have any concerns about your experience with us?
If yes, have your concern(s) been resolved to your satisfaction?
Additional Comments, Questions, Concerns: