How can we help you?
We asked our clients about their experience with JM Finn and were delighted to learn that we are succeeding in our goal.
Our clients are actively willing to refer us to their friends and family.
Satisfaction with our investment managers outperforms that of our competitors.
Despite the challenges of the pandemic, our satisfaction has gone up since our last survey and tops the industry scores.
95% of our clients said that they were satisfied with their Investment Manager.
On a scale of 0-10 JM Finn clients are more satisfied with the firm’s overall communications than the competition.
Our digital offering is considered better than that of our peers.
When times were challenging, we maintained industry-leading client satisfaction scores.
99% of our clients are very satisfied with our services.
Our brand perception is vital to continually deliver on our mission to put clients first.
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Wealth management firm JM Finn is sponsoring the Ace of Blades rowing team, who will be completing the Atlantic Row later this year.
Brian Tora provides insight into current factors impacting markets and investment decisions.
JM Finn, lead sponsor of the Ace of Blades rowing team sat down with the crew to learn more about their lives, jobs, and incentives for attempting the 3000-mile row.
JM Finn Event Feedback Form
Would our clients refer JM Finn?
The final important metric of our success when it comes to measuring client service quality, is the increasingly common Net Promoter Score, testing the willingness of our clients to refer us. At 71%, we believe this is the highest across the industry, far outstripping the benchmark at 49%.
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