Coworkers

Haney Company Experience Survey

We strive to deliver exceptional service to our clients, but we recognize that there is always room for improvement! With that in mind we want to hear from you! Your feedback is extremely important so please complete the questionnaire below to help us improve things for you and all our clients moving forward.

Give Us Your Feedback
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Did we help you assess your insurance and benefits options in a forward-looking manner?
Did we offer to provide ongoing education to your employees throughout the year?
Did we assist your HR person in enrolling new eligible employees?
Did we provide you with quality service in a timely manner?

Thank you for your feedback. We truly appreciate the opportunity to work with you, value your relationship deeply, and look forward to being a trusted partner you can count on.

Brian Haney, CLTC, CFS, CIS, CFBS, LACP, CAE

Founder, Vice President

The Haney Company

Brian Haney and Christopher Mills are Registered Representatives of Coastal Equities, Inc. Brian Haney and Christopher Mills are Investment Advisory Representatives of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with The Haney Company, P. Allen Haney, or Scott Haney. Advisory Services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

Check the background of this investment professional on FINRA’s BrokerCheck

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