How Did We Do?

At Bishop Financial Advisors, we hold the opinions of our clients in high regard. Periodically, we conduct brief surveys to gather your feedback, aiming to enhance your overall satisfaction with our services. Your participation in this concise survey is greatly appreciated. Thank you for both your time and your continued business.

Bishop Financial Advisors Survey
Overall feedback
This quick survey help us to better serve you and others in the future. We appreciate your feedback!

Overall Meeting Satisfaction: How satisfied are you with the overall quality and value of the advisory meeting you had with Brian?*

Confidence in Your Financial Plan:* How confident are you feeling in your financial plan's ability to meet your goals after the meeting?

Areas of Interest:* Please indicate what you would like to see more of in our future meetings. (Check all that apply)

  • Feedback from these surveys allows us to tailor our services to better align with each client’s unique goals and preferences, ensuring a more personalized and satisfying experience.
  • We want you to walk away feeling confident in the trajectory toward your goals and your overall financial plan.  We’ll continue to improve our meeting with you to make them more productive and goal oriented. 

We’re glad that you enjoyed your time with Brian today. 

If you feel we could help others like you reach their financial goals, please introduce us to someone you know. 

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Your Name
Friend's Information
How do you know this person, and in what capacity (friend, family, colleague, etc.)?
Please briefly describe why you think our financial advisory practice would be beneficial for your friend. What specific financial goals or concerns do you believe we can help address?

We appreciate you trusting us with your referrals!

Office: 330-342-4080
Toll-Free: 800-546-5251
Fax: 330-342-4084
5697 Darrow Rd, Hudson, OH 44236

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.