MillRiver Customer Survey Please take a few moments to let us know about your experience with MillRiver. This information ensures that we can serve you better. Question Title * 1. Do you work with MillRiver Wealth Management for: Business Personal/Family Both Question Title * 2. How likely are you to recommend MillRiver Wealth Management on a scale of 0 to 10, with 0 being not likely at all? 0 1 2 3 4 5 6 7 8 9 10 0 1 2 3 4 5 6 7 8 9 10 Question Title * 3. What can MillRiver do - or continue to do - to best meet your needs? Question Title * 4. How long have you been a customer of MillRiver and/or Wealth Management at the Merrimack or MVSB Investment Services? One year or less Between 1 and 5 years Between 5 and 10 years Between 10 and 20 years Between 20 and 30 years More than 30 years Question Title * 5. Please rate your experience with the following MillRiver Services Very Satisfied Satisfied Needs Improvement Not Applicable Retirement Planning Retirement Planning Very Satisfied Retirement Planning Satisfied Retirement Planning Needs Improvement Retirement Planning Not Applicable Money Management Money Management Very Satisfied Money Management Satisfied Money Management Needs Improvement Money Management Not Applicable Financial Planning Financial Planning Very Satisfied Financial Planning Satisfied Financial Planning Needs Improvement Financial Planning Not Applicable Insurance / Risk Management Services Insurance / Risk Management Services Very Satisfied Insurance / Risk Management Services Satisfied Insurance / Risk Management Services Needs Improvement Insurance / Risk Management Services Not Applicable Trust Services Trust Services Very Satisfied Trust Services Satisfied Trust Services Needs Improvement Trust Services Not Applicable Tax Planning Tax Planning Very Satisfied Tax Planning Satisfied Tax Planning Needs Improvement Tax Planning Not Applicable Estate Planning Estate Planning Very Satisfied Estate Planning Satisfied Estate Planning Needs Improvement Estate Planning Not Applicable Charitable Planning Charitable Planning Very Satisfied Charitable Planning Satisfied Charitable Planning Needs Improvement Charitable Planning Not Applicable Question Title * 6. Would you like us to reach out to you to address any questions or concerns you may have? Yes No Question Title * 7. If so, please provide your last name, phone number and city/town of residence below. Last Name Phone Number City/Town Done