Business Consulting Financial Advising & Planning
$200,000 to $999,999
May 2019 - Ongoing

4.5

Quality: 5.0

Schedule: 3.5

Cost: 4.0

Willing to Refer: 4.5

"They provide good value for the cost."

Apr 29, 2022

Employee, Financial Firm

Anonymous

Financial services
51-200 Employees
Survey Response

A financial firm consulted Five Rivers Financial Advisors. With the end-goal of growing the client's wealth, the team provides investment advice and stocks-related insight.

Following Five Rivers Financial Advisors' counsel, the company has grown its wealth by 15%. The team continues to provide actionable insight through varied channels of communication.

BACKGROUND

Briefly describe what your company does and your role there.

We are a small financial firm

OPPORTUNITY / CHALLENGE

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

To grow the company's wealth and pension plan

SOLUTION

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

They make the recommendations on what investments and stocks to buy and sell to help grow the overall wealth

How many people does your company work with?

6-10

How did you find this provider?

Online search

Why did you choose to work with them?

Close to my geographic location
They provide good value for the cost
Company values aligned

RESULTS & FEEDBACK

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

our wealth has grown 15% since partnering with them

How does your team communicate with this service provider?

In-Person Meetings
Virtual Meetings
Phone calls
Email or Messaging App

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

better communication we know we are not the only company they work with and sometimes we do not feel like a priority

RATINGS

4.5

Five Rivers Financial Advisors

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