W.K. Klein Financial

At W.K. Klein Financial we take pride in a reputation for maintaining the highest levels of ethical standards in every aspect of our business. The reason we strive to reach this standard is simple - to maintain the highest levels of trust between you, our clients, and W.K. Klein Financial.

However, we want to find oud out if you agree. Are we doing our job? Do you really trust us?

So we would like your help and ask that you respond to this brief questionnaire. The survey is confidential. Consequently, you can be comfortable to completely honest and straightforward.

There are 14 questions. The majority of the questions ask that you respond by using a simple scale from 1 to 9. 1 is extremely negative. 9 is extremely positive. 5 is neutral.

You will also have the opportunity to write in some responses if you choose.

Once again, thank you.
From the Team at W.K. Klein Financial.

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1. Has your Advisor worked in the field a long time? Does this experience qualify him/her at his profession?
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Positive
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2. Do I like my Advisor? Does he/she seem to like me?
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Positive
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3. Did he/she discuss principles or business ethics?
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4. Do I feel that he/she has my best interests at heart?
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5. Did he/she freely express his values? Do I know what they are?
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6. Do I know his/her views on money and financial issues?
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7. How well are W.K. Klein 's clients served?
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8. Do I believe the claims made in W.K. Klein ’s advertising and marketing?
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9. Does W.K. Klein discuss its mission statement? Does it live up to it?
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10. Do I feel that the Company has my best interests at heart?
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11. What values does the Company express? Am I in sync with those values?
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12. Does the Company act in a way that reflects its stated views on financial markets?  
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13. Do I think the financial service sector is secure? Can I explain why?
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14. Do I feel that we will see sustained economic growth in the coming 5 to 10 years?
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Do you feel you have been negative experiences in regard to the financial sector - whether it was by a person, organization, or by the sector in general. If so, could you please explain?
However, if you have positive experiences, we would like to hear about that as well.
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