Aviso Wealth Experience Survey

by Erin Shawaga | May 24, 2024

Beginning on May 27, in partnership with Aviso Wealth, we’ll be conducting an experience survey from Aviso Wealth to continue to improve our services and your experience with us. You may receive an online survey asking you to provide your feedback on your overall wealth management experience with Affinity Wealth Management/Affinity Financial Strategies/Affinity Credit Union and Aviso Wealth.  

The email will come from AvisoWealth@qualtrics-research.com with the subject line: Your Opinion Matters - Share it with us today. 

This email will contain a link to a short survey. Your answers will be kept anonymous, with results presented in total.  

If you receive the survey, we’d love to hear what you have to say! Your feedback is greatly appreciated and will support in helping us improve the services we offer.   

Disclaimer: Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.