Help Us Continue to Improve Your Experience | Our Annual Client Survey

OnePoint BFG Wealth Partners | Jan 08 2026

At OnePoint BFG, our goal is simple: to deliver an experience that supports you, reflects what matters most to you, and evolves as your needs change.

As part of that commitment, we’re launching our annual client feedback survey on January 21, 2026! 

The survey will be conducted by Absolute Engagement, a third-party consultant. The email will come from onepointbfg@sharinginput.com and will reference your advisor's name. 

It’s a brief opportunity to share your perspective on what’s working well, where you’d like more support, and how we can continue to improve the way we serve you.

The survey:

  • Takes about 8 minutes to complete

  • Is confidential, with the option to respond anonymously

  • Helps guide how we prioritize planning, communication, and services

Your feedback plays a meaningful role in shaping future conversations and ensuring our focus stays aligned with what matters most to you and your family.

As a thank you, for each completed survey we’ll make a $10 charitable donation to one of three organizations you’ll be able to select at the end.

If you have any questions about the survey or would like to discuss your feedback directly, please reach out to your advisor—they’re always here to help.

 

Reach out to your advisor for more information →

 

Client Survey

 

Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners.

Absolute Engagement is not affiliated with OnePoint BFG and is a separate entity.

 

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