Vance Capital Management - Sonora, California

Overview of Vance Capital Management

Vance Capital Management, located at 14570 Mono Way suite a, Sonora, CA 95370, United States, is a financial planning service provider. Contact them at 209-533-8404 for inquiries. Although their official website isn't directly provided, their presence in Google My Business indicates an active online presence.

Specialties

The core specialty of Vance Capital Management is financial planning. They offer services tailored to guide individuals and possibly families through complex financial landscapes, aiming to help them make informed decisions for their long-term financial health.

Contact Information & Reachability

• Address: 14570 Mono Way suite a, Sonora, CA 95370, United States
• Phone: 209-533-8404
• Website: Although not provided, their engagement on Google My Business suggests they maintain an online footprint for customer engagement.

Opinions and Feedback

Customer reviews on Google My Business offer a glimpse into the quality of service provided by Vance Capital Management. Among the limited feedback, there's a strong note of appreciation for the honesty and dedication of the team, particularly highlighted by a couple who found the advisors to be honest and genuinely concerned for their clients' best interests rather than their own.

Average Opinion: 3/5

While the average opinion is modest, indicating room for improvement, the positive remarks underscore the company's potential in providing valuable financial guidance.

Recommendations for Prospective Clients

• Research Thoroughly: Given the average rating, it's advisable to delve deeper into reviews and possibly request a consultation to assess compatibility.
• Evaluate Financial Goals: Consider what specific financial needs or goals you have. Vance Capital Management specializes in long-term investment planning, so ensure this aligns with your aspirations.
• Inquire About Services: Ask detailed questions about their services, approach, and how they measure success for their clients.
• Trust Your Instincts: A key highlight was the honesty of the advisors. Trusting your gut feeling about the professionalism and integrity of the team is crucial.

Conclusion

Vance Capital Management presents itself as a solid option for those seeking financial planning services, particularly with an emphasis on long-term investments. While their customer satisfaction score suggests there might be areas for enhancement in service delivery, their dedication to honesty and client welfare is commendable. Prospective clients are encouraged to approach their consultations with an open yet critical mind, ready to evaluate whether their unique financial needs and expectations are met by Vance's offerings.

👍 Reviews of Vance Capital Management

Annie W.

5/5

My husband and I have met with the Vance's and really feel that they are honest, hard working individuals. I feel like it can be easy for financial planners to be dishonest, but they are incredibly honest and there to make sure you are making the best decisions for your future (not their own!). If you are looking for someone to guide you in making long term investments for your future - then this is the place to go.

Thomas W.

1/5

Friendly but not helpful. Once they got your $ they tend to hold onto it even though you've canceled out the account. Very frustrating company. Invest elsewhere.