Client Satisfaction Survey

Thank you for trusting EGSI Financial with your retirement planning. We would love to hear about your experience so we can continue to serve you better. This quick, 5-question survey will take just a minute to complete. Submissions are anonymous.

How would you rate your overall experience with EGSI Financial?
What aspect of your retirement planning experience did you find most valuable?
Do you feel confident in the retirement plan developed for you by EGSI Financial?
Is there any feedback or suggestion you'd like to share to help us improve your experience in the future?
Is there a member of the EGSI Financial team that you would like to recognize?

EGSI FINANCIAL WILL DONATE $5.00 FOR EACH COMPLETED SURVEY TO:

G.R.I.N. (501c3 charity)

Gahanna Residents in Need (GRIN) is a food pantry working to alleviate hunger in the Gahanna-Jefferson School District and the 43230-zip code.

Many children face food insecurity on weekends without access to school meals. GRIN addresses this need by providing students with weekend food packs to bridge the gap. This ongoing program relies on continuous donations of food items to support its mission.

Thank you for completing our survey!

We value your input and look forward to continuing to support your retirement journey.

Sincerely,
The EGSI Financial Team