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Client satisfaction: Fulfilling promises

March 25, 2024 / 1 min read

With over a century of experience, our legacy isn’t just our story — it’s a promise to our clients who count on us every day.

Each day, we help our clients navigate change, build better growth strategies, chart new territories, and reach new heights. Using an independent third-party vendor, we ask our clients if we’re delivering on our commitment to be an advisor they can count on. Here’s what they said.

The results from our most recent client satisfaction survey show why our clients count on us.

We attribute these results to the relationships we build and our dedication to:

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Source: Plante Moran’s rating is from our client satisfaction survey conducted by the CFI Group using the American Customer Satisfaction Index (ACSI) methodology. 

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