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Greenwood Gearhart
  • Who We Are
    • About Us
    • Our Team
    • Our Services
  • Videos
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Survey

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New Client Inquiry

  • Greenwood Gearhart provides in-depth and bespoke financial planning and investment services. This survey will help us get to know your financial life, so feel free to provide as much detail as you are comfortable. Once your questionnaire is submitted a member of our team will reach out for an initial consultation at no obligation to best determine how we can serve you.
  • Greenwood Gearhart uses the following information to best help your financial needs. The firm will not publish or make public any of the information provided by you within this survey. All contents of the survey are confidential to members of the Greenwood Gearhart team and will remain as such. If you have any questions about the survey before beginning, do not hesitate to reach out at (479)-521-5353. Thank you for your time.
  • Includes bank savings, retirement accounts (401k, IRA), brokerage accounts, vested company stock, custodial and education accounts, and other liquid assets.
  • Includes home, personal property, bank, retirement and brokerage assets, rental property, business interests and private investments.
  • Please select one of the following options that best describes your current needs.
  • Examples: IRA, 401(k), bank accounts, trust accounts, and brokerage accounts
  • This field is for validation purposes and should be left unchanged.

Greenwood Gearhart
26 East Center Street
Fayetteville, Arkansas 72701

Click here for Important Disclosure Information and to access our Form ADV and Client Relationship Summary.

P:
479.521.5353
F: 479.521.5300
TF: 877.500.5353
info@greenwoodgearhart.com

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