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2025 ACG Survey

As part of our service and compliance best practices, we ask that you provide some simple information about your current ACG relationship.  Please take a moment to complete the Client survey below.  Please use the 6-digit code provided at the top of your letter received.  As a reminder, your answers are private and we never share it with third parties without your permission.   Thanks for helping us out!

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Estimated Time to complete ~ 1 minute.
*Please complete the 10 questions below.

Please answer some brief questions below:

Are you receiving our ACG quarterly reports?
Do you plan to move to a new address in the next 12 mos?
Have you connected with an ACG planner in the last 12 mos?
Do you plan to retire in the next 12 mos?
How would you describe your risk tolerance?
Would you like an ACG Advisor to contact you?
Would you like information on anything below?
How often do you look at your investments?

Thanks for your feedback, you are all done!  We will be in touch.

*Investment advisory services are offered through Advanced Capital Group (“ACG”), an SEC registered investment adviser.   The information provided herein is intended to be informative in nature and not intended to be advice relative to any specific investment or portfolio offered through ACG. Information contained on this website is from sources deemed to be reliable.  ACG is not liable for errors from these third sources. References to specific securities are solely for illustration and education relative to the market and related commentary.  Individual investors should consult with their financial advisor before implementing changes in their portfolio based on information contained on this website.  For additional information about the services offered by ACG, please view our Form ADV Part 2A and Form CRS by visiting this link.  Investments are not insured by the FDIC and are not guaranteed by ACG, or any of its affiliates. Investments are subject to risks, including the possible loss of the principal amount invested.  

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