Canyon View Capital - Santa Cruz, California

Canyon View Capital: A Comprehensive Overview

Location: Canyon View Capital is situated at 331 Soquel Ave, Santa Cruz, CA 95062, making it easily accessible for individuals in the area seeking their investment and financial planning services.

Contact Information: Clients can reach out to Canyon View Capital via phone at 831-480-6335 or by visiting their website at canyonviewcapital.com.

SPECIALTIES

• Investment Service: Canyon View Capital offers comprehensive investment services tailored to their clients' needs, helping them achieve their financial goals.
• Financial Planner: Their team of experienced financial planners works closely with clients to develop personalized financial plans that encompass savings, investments, and retirement planning.

Other Points of Interest

• Wheelchair Accessible Entrance: The office is designed to accommodate clients with disabilities, ensuring that everyone can access their services comfortably.
• Wheelchair Accessible Parking Lot: Convenient parking is available for clients with disabilities, further demonstrating their commitment to accessibility.

Client Opinions and Reviews

Canyon View Capital has garnered an impressive 8 reviews on Google My Business, with an average rating of 4/5 stars. Many clients commend the company for its exceptional customer service, dedication to explaining complex financial concepts, and going above and beyond to ensure client satisfaction. For instance, one happy client commented on the warm atmosphere at the company's holiday party, reflecting the strong sense of community and care among employees and clients alike.

Final Recommendation

For individuals seeking reliable and personalized investment and financial planning services, Canyon View Capital is an excellent choice. Their commitment to client satisfaction, coupled with their experienced team and accessible location, makes them stand out in the industry. We highly recommend visiting their website or contacting them at 831-480-6335 to learn more about how they can assist you in achieving your financial goals.

👍 Reviews of Canyon View Capital

Robert M.

5/5

Canyon View Capital is a wonderful company to deal with. They care about their clients and their employees. They go out of their way to explain how things work, keep you updated and go the extra mile with their service. Yesterday we went to their Holiday Party. There were a whole lot of very happy people in attendance, singing the praise of Canyon View.

Janet P.

5/5

I have been with CVC for years and trust them with my retirement funds and living expenses. They have been very honest and extremely easy to work with. I know that Bob is very supportive of his employees as well as his clients. I wholeheartedly recommend them to my friends.

Steve T.

5/5

The naysayers that have submitted negative reviews here are completely off base. Clearly they have an ax to grind. I have been with CVC for years and they have been extraordinarily communicative and supportive. Best of all the funds perform beautifully. I couldn't ask for more hand-holding and better responses from an investment firm, than I get from CVC.

oppositesleeper

1/5

Wish I had never been forced to deal with this company. Teresa Bruno out of Arkansas is hands down the most rude and unprofessional person I've ever had the discomfort of dealing with.

Wakey W.

1/5

It's all just funny money.

gary W.

5/5

A L.

5/5

H R.

5/5