Client evaluation survey

Exit Survey

Please start with the survey now by clicking on the Continue button below.

I am:

<span style="font-size: 18px;">A current client

Here to learn more about the financial planning process

Other

My advisor is:

I attend Kasch, Levitch, McAleer & Associates client event:

As often as possible

Only when the topic is interesting

Infrequently

Never

I would feel comfortable bringing a friend to meet my advisor at:

The last event I attended was the:

Client Social at Hardywood Feb 2015

Movie NIght at the Bowtie Cinema Dec 2014

The Inaugural Men's Event at Hardywood Nov 2014

The JDRF Walk to Cure Diabetes Sept 2014

The Social Security Luncheon at Maggiano's Sept 2014

Ladies Luncheon at The Jefferson May 2014

Annual Shred Day April 2014

Tax Seminar at the Salisbury Country Club March 2014

Other

I would rate that event:

Venue

Speaker

Food

Overall

I would love to attend an event focusing on:

Additional Comments

Our next event will be a luncheon on March 20th at The Boathouse at Rockett's Landing. To register to attend, please visit the Events Tab on our website.