Local Financial Advisor Achieves High Score On Client Satisfaction Survey

Share Article

Marie Accunzo, a financial advisor, with Ameriprise Financial Services, Inc., has received high marks from her clients in the recent Ameriprise financial advisor client satisfaction survey. Ms. Accunzo ranked in the top 25 percent of 10,000 participating advisors who scored 100 percent based on overall client satisfaction and the frequency of proactive contact the client received from the advisor.

Marie Accunzo, a financial advisor, with Ameriprise Financial Services, Inc., has received high marks from her clients in the recent Ameriprise financial advisor client satisfaction survey. Ms. Accunzo ranked in the top 25 percent of 10,000 participating advisors who scored 100 percent based on overall client satisfaction and the frequency of proactive contact the client received from the advisor.

Conducted by an independent research organization, the survey provides clients with the opportunity to rate their advisor. There are nine areas for clients to rate their advisor, ranging from financial knowledge to ability to provide financial advice that suits the individual needs of the client.

“Client satisfaction is the metric that should matter most to an advisor,” said Don Froude, president, The Personal Advisors Group, Ameriprise Financial. “Our advisors take pride in knowing their clients better than anyone in the industry. And based on the client satisfaction results, our clients appreciate the service they are receiving.”

As a financial advisor, Ms. Accunzo provides customized financial advice that is anchored in a solid understanding of client needs and expectations, and provided in a one-on-one relationship with her client. Ms. Accunzo’s office is located at 5927 Balbour Court, Suite 207, Carlsbad, CA 92008. She can be reached at (760).604.9213. Website: http://www.ameripriseadvisors.com/marie.x.accunzo

Ameriprise Financial, Inc., is a diversified financial services company serving the comprehensive financial planning needs of the mass affluent and affluent. For more information, visit ameriprise.com.

The survey score is based on responses gathered within the preceding two years. The survey rates Ameriprise advisors on overall satisfaction, financial knowledge and other criteria. A score averages all responses and may not represent a particular client experience. A minimum number of responses are not required for a score. Top scored advisors must receive responses from at least 20% of their surveyed clients, score 90 or higher and be among the top 25% of participating advisors. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation of a financial advisor.

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

© 2011 Ameriprise Financial, Inc. All rights reserved.

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Marie Accunzo
Visit website