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Investment Survey

As a valued client of Univest Investments, we would like to hear about your experience with our investment team. We would appreciate your willingness to take a few moments to provide us with your feedback. When you are finished, please click "Submit".

Your Experience

Please select the circle which best describes how you felt about your experience with your Univest Financial Advisor for each of the following:

Please scroll left to view the rest of the options.
Positive Indifferent Negative Not Applicable
Courteous*
Professional *
Good understanding of your financial situation and goals*
Clearly explained recommendations *
Provided quality and timely reviews *
Offered other Univest products and/or services that would be helpful to you *
Positive
Indifferent
Negative
Yes
No
Maybe

Your Needs

In life, many things can change your financial situation causing you to re-evaluate your financial goals. We're here to help you prepare for the different stages of life so you and your family can achieve your financial goals.

I need to start saving for retirement.
I plan to or have recently switched jobs and have a 401(k) I may need to transfer.
I am planning to retire in the next year.
I am a business owner and want to make the most of my retirement.
I am a business owner and would like to discuss business succession planning.
I want to make sure those I love most are financially secure if something happens to me.
I need to discuss elder care and long-term care planning.
Assistance with managing my finances if I become unable.
I plan to purchase or upgrade my home in the next year.
I am planning to begin or expand the size of my family in the next year.
I need to start saving for my child's education.
other
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Securities and insurance products are offered through Univest Investments, Inc., member FINRA/SIPC and a licensed insurance agency. Investment advisory services are offered through Girard Partners, a Univest Wealth Management Firm. These affiliated companies are licensed subsidiaries of Univest Corporation of Pennsylvania. Products and services offered are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including possible loss of any principal amount invested.
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