As your dedicated financial advisory team, it’s always a pleasure to assist you throughout your financial journey.
Our conversations often revolve around happy memories, significant milestones, or challenging events, ensuring we address your financial needs during your most important moments. However, we recognize that your unique story is comprised of countless big and little details that shape who you are.
As our practice grows, it would be an honor to help the newer members of our team get to know you by taking this quick and fun, 4-minute survey. This survey is designed to uncover those lesser-known facts to deepen our partnership and get a better understanding of your family’s aspirations and preferences.
Please skip over any question(s) that you’re not comfortable answering.
Thank you in advance for your participation. We look forward to learning more about you!
Sincerely,
Nold Bryant Planning & Investments Team
