96.7% Client Satisfaction: Annex Wealth Management Client Survey Results


Annex Wealth Management prides itself on consistently delivering elite wealth management to each client. Our client survey is just one way we determine how effectively we’re achieving our goal.

In Fall of 2019, we sent our survey to 5,852 client email addresses and received 605 completely anonymous responses – a response rate of over 10 percent. We’re staggered by the incredibly favorable response we’ve received.


98.9% of our clients were satisfied to say Annex “interacts in a courteous manner”


95.6% were satisfied to agree with the statement Annex “understands your needs”

When we asked our clients “Please rate your overall satisfaction with Annex Wealth Management,” 96.7% replied with either a “Very Satisfied” or a “Somewhat Satisfied” response.

We’re grateful our hard work and dedication to team has resulted in such an overwhelmingly positive response. If you know us at all, you know we see some great scores, and some room for improvement.

In the meantime, we’re going to keep listening and striving to deliver genuine care to everyone who trusts us with their financial plan.


96.7% replied with either a “Very Satisfied” or a “Somewhat Satisfied” response