Client Survey Results

Our client survey results are in! I want to express my sincere gratitude to all clients who participated in our client survey, which provided me with valuable insights into your experiences as a client. Your feedback is highly appreciated and helps me and the team here at Trinity Wealth Partners continuously improve our services to meet your financial needs.

I am thrilled to share with you some remarkable highlights from the survey:

• 100% Satisfaction Rate: Every single respondent reported being entirely satisfied with having me as your financial advisor. Your satisfaction is my ultimate goal, and I am committed to maintaining this high level of satisfaction.  
• Trustworthiness: An overwhelming 98% of clients expressed complete confidence in my trustworthiness as your advisor. Trust is the cornerstone of the relationships I hold with my clients, and I am honored to have earned your confidence.
• Peace of Mind: An impressive 96% of clients shared that I provide them with peace of mind. Knowing that your financial well-being is secure is my top priority, and I am dedicated to helping you achieve it.
• Financial Planning: 90% of clients reported having a clear plan in place to reach their financial goals, with 87% expressing confidence in achieving those goals. I am glad to hear that I have played a significant role in helping you chart your path to financial success.
• Better Financial Decisions: A resounding 98% of clients shared that they believe I take the time to understand their financial needs and concerns, and that I help them make better financial decisions.  These results reflect the dedication I have to providing you with the knowledge and guidance you need to make informed decisions.
• Referrals: Nearly 40% of clients have referred me and Trinity Wealth Partners to others. I greatly appreciate your trust and confidence in my services, and your referrals are a testament to the faith you have in the expertise of myself and the team here at Trinity.

These outstanding results are a testament to the strong relationships we have developed with clients. Your trust and satisfaction inspire us to continue delivering excellent service to you and all of our clients at Trinity Wealth Partners.  We appreciate having you as a client and remain committed to exceeding your expectations.

Once again, I extend my thanks to you for entrusting us with your financial journey. The team and I look forward to serving you for many more years to come. If you have any feedback or questions, feel free to reach out!

Warm Regards,

Rick Irwin