The service I received met or exceeded my expectations | 5/5 |
I believe my adviser and the team have the technical knowledge to meet my financial needs | 5/5 |
My relationship with CCA staff is strong and one of trust | 5/4 |
The communication following our appointment was delivered in a timely manner and easy to understand | 5/5 |
I believe the advice provided will help me achieve my goals | 5/5 |
I am satisfied with the value of advice I receive from my financial adviser | 5/5 |
How would you rate your experience with our support staff? | 5/5 |
How would you rate your experience with your financial adviser? | 5/5 |
How likely are you to use CCA for your future financial planning advice? | 5/5 |
How likely are you to recommend CCA to a friend or colleague? | 5/4 |
Thanks Marcello, we had a great time.
And we both agreed that we felt very comfortable with you, and are happy to have you manage our finances.