Accounting Financial Advising & Planning
$10,000 to $49,999
Feb. 2020 - Ongoing

3.5

Quality: 3.5

Schedule: 2.5

Cost: 2.0

Willing to Refer: 4.0

"They provide us with insight as to the efficacy and prudence of our risks and decisions."

Apr 29, 2022

Department Head for Finance & Expansion, Company

Anonymous

Hospitality & leisure
Pensacola, Florida
11-50 Employees
Survey Response

ABC Financial Advisor has been hired by a financial and expansion department to improve their company's operations. The team also provides insights to help the client better serve the needs of their employees.

Thanks to ABC Financial Advisor's guidance, the client's decision-making process when it comes to risk tolerance has been enhanced. The team also regularly communicates with the client to keep them updated with their workflow.

BACKGROUND

Briefly describe what your company does and your role there.

I am a department head for financial and expansion

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

To find a partner to help us operate the company better and to serve the needs of our employees

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

They provide us with insight as to the efficacy and prudence of our risks and decisions as well as keep us i. Check

How many people does your company work with?

2-5

How did you find this provider?

Online search

Why did you choose to work with them?

Pricing fits our budget
Great culture fit
Good value for cost

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

Our decision making process in regards to risk tolerance has improved

How does your team communicate with this service provider?

In-Person Meetings
Virtual Meetings
Phone calls
Email or Messaging App
Project Management platform

Are there any areas for improvement or something this service provider could have done differently?

Not right now

RATINGS

3.5

ABC Financial Advisor

Financial Advisor in Canada

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