Scott Puritz: One of the things we do on a regular basis is talk to our clients and ask them how we’re doing. It makes me very happy that overall, we have an extraordinarily satisfied collection of clients. Our long-term retention rate of our clients is over 99%. Satisfaction level is over 99%. 82% of the time, clients have told us that they’re receptive and willing to refer Rebalance to friends, family, and associates and finally, in the ultimate test of client satisfaction – over 22% have already given us more of their retirement assets to manage.
Investment insight at your fingertips
Sign up for Rebalance’s newsletter and receive evergreen investment advice aimed to educate you through any stock market climate.
We respect your privacy.