Client Feedback — Rettinger Group

Client Feedback Form

Thank you for taking the time to provide your feedback. Your perspective is invaluable to us, whether you’ve been with us for decades or have recently joined our family. These insights help us improve our client service and your experiences inspire others to choose us as their financial partner.

Name

First Name

Last Name

What were your financial concerns before you became a client of Rettinger Group?

What surprised you about working with Joe and building your financial plan with Rettinger Group?

What are the most important results of the planning process for you personally?

What exactly do you like most about working with Joe and the team?

How does your financial plan impact your confidence in your future?

What made you choose Rettinger Group over other financial options?

How likely are you to recommend Joe?

Do we have your permission to share your first name and last initial as a published testimonial on our website or newsletter?

Client Feedback Form

Thank you!

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