2023 Report Card
We would love to hear your thoughts or feedback on how we're doing!  Be sure to scroll beyond the disclosures at the very bottom to submit your form.  
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Email *
Who is your advisor? *
Overall, how satisfied are you with your advisor? *
How likely are you to refer a friend or family to the firm? *
Least likely
Extremely likely
Which of the following words would you use to describe our services? Select all that apply. *
Required
How well do our services meet your needs? *
How would you rate the quality of our work? *
How would you rate the value for the cost? *
Poor
Excellent
How responsive have we been to your questions or concerns? *
Your Name *
Feedback, Comments, Suggestions
Disclosures
Securities offered through LPL Financial, member FINRA/SIPC.  Investment advice offered through Private Advisor Group, a registered investment advisor.  Private Advisor Group and Monarch Wealth Management are separate entities from LPL Financial. Please remember to contact Private Advisor Group, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add or modify any reasonable restrictions to our investment advisory services, or if you wish to direct that Private Advisor Group, LLC, effect any specific transactions for your account. Please be advised that there can be no assurance that any e-mail request will be reviewed and/or acted upon on the day it is received—please be guided accordingly. A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request. The information contained in this e-mail message is intended only for the personal and confidential use of the recipient(s) named above. If the reader of this message is not the intended recipient or an agent responsible for delivering it to the intended recipient, you are hereby notified that you have received this document in error and that any review, dissemination, distribution, or copying of this message is strictly prohibited. If you have received this communication in error, please notify us immediately by e-mail and delete the original message.
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