Mailchimp Survey

Please Let Us Know How We’re Doing

At the Dowling Group, we are committed to providing exceptional tax and wealth management services tailored to your unique financial needs. Your satisfaction is our top priority, and your honest and thoughtful feedback is invaluable to us as we strive to exceed your expectations.

Please take a moment of your time to complete this brief survey. Your responses will help us understand how better to tailor our services to meet your needs – now and in the years to come.

Thank you for choosing the Dowling Group. We appreciate your trust and look forward to your valuable input.
How satisfied are you with the level of service and attention you receive from our tax and/or wealth management team?
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Very SatisfiedSatisfiedNeutralDissatisfiedVery Dissatisfied
How would you rate the promptness and effectiveness of communication from our team?
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ExcellentGoodAveragePoor
How well do you think our team understands your specific financial goals and challenges?
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CompletelyMostlyPartiallyNot At All
To what extent do you feel our team is proactive in identifying opportunities and risks for your financial well-being?
Extremely ProactiveSomewhat ProactiveNot Proactive At All
How clear and transparent do you find our explanations regarding your taxes, investments and financial planning?
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Very ClearSomewhat Clear Not Clear At All
How satisfied are you with the accessibility of our team when you have questions or concerns?
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Extremely SatisfiedSatisfiedDissatisfiedExtremely Dissatisfied
Is there anything specific that you think we could improve upon to better serve your tax and wealth management needs?