Help with Financial Class Questionaire

[nefarious7907]

am asking a dozen people to help me fill out this survey for my financial class, this is not for marketing its just a general survey.

1) What do you think of when you hear Financial Advisor?

2)Has a Financial Advisor ever helped you?

3)If you have dealt with a Financial Advisor is there anything they could have improved on?

4)Do you currently have any of the following?
-Checking Account, Savings, Money Market
-Mutual Funds
-Stocks
-Insurance
-Annuity

5)If you have met with a financial advisor when did he/she last look at your portfolio?

6)What would help you better understand your financial portfolio?

7)What would you invest in?
-Mortgage
-Education
-retirement
-life insurance
-ect.

8)Has anything prevented you from investing?

9)Would you be willing to talk to me in the future about your finances?

You dont have you post your results you can PM me them if you prefer.

Thanks

Travis

[Mike325]

I will help you out.

1: I think of a person who can help someone else with making the right desisions with their money. Like where to invest it and where and how they should save it.

2: Yes. One helped me set up an IRA for retirement. This was a few years ago. I am only 21 now so I have not had a lot of experiences with these people yet.

3: See answer to #2.

4: I have a checking account, savings and car insurance.

5: Not sure of the last time.

6: I do not even know if I have one but I would like to know where all my money is and what other people are doing with it. How would what they are doing benifit or hurt me and what all the fine print and other fancy accounting words ment.

7: I would think for now a mortgage and retirement.

8: I guess a lack of steady income and a steady job would hold my investing back. I am in college so investing is hard right now.

9: Hell no!!! J/K.;)

[nefarious7907]

Thanks Mike, I appreciate it

Travis

[Mike325]

Did I do it right?

[nefarious7907]

You did fine, I am just curious what the professor is going to have me do with the info.

[Charlie]

1.) Someone who got suckered into working for Primerica.

2.) Not really

3.) N/A

4.) -Checking Account, Savings, Money Market , y, y, y
-Mutual Funds y
-Stocks y
-Insurance y
-Annuity n

5.) N/A

6.) It's pretty easy to understand right now, it pretty much sucks. I'm never going to retire.

7.) Jack O'Lanterns

8.) Buying a house and a Car habit.

9.) You ain't getting no leads off me.

-Charlie

[Turf1600]

1) What do you think of when you hear Financial Advisor?

Broke asshole working for primerica

2)Has a Financial Advisor ever helped you?

No.


4)Do you currently have any of the following?
-Checking Account, Savings, Money Market YES YES YES
-Mutual Funds
-Stocks
-Insurance YES
-Annuity

5)If you have met with a financial advisor when did he/she last look at your portfolio?

6)What would help you better understand your financial portfolio?

7)What would you invest in?
-Mortgage YES
-Education YES
-retirement YES
-life insurance Too vague of a question
-ect.

8)Has anything prevented you from investing?

9)Would you be willing to talk to me in the future about your finances?

Sure - but I probably won't take your advice or buy any services from you.