Reviews for Vancea Financial Group Inc.

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Aug 2024
Vancea Financial Group Inc. takes a personalized approach to financial planning, building relationships with clients to create tailored strategies that reduce risk and maximize wealth. The company's financial planners, such as Gesi and Rob, are knowledgeable and experienced, providing expert guidance and prompt communication. Clients appreciate the staff's pleasant demeanor and the personalized attention they receive. Vancea Financial Group goes above and beyond to meet individual needs, fostering trust and loyalty among its clients. With a focus on understanding each client's unique financial profile, the company provides comprehensive planning and advice, making it a trusted choice for those seeking financial guidance.

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From Vancea Financial Group Inc.

At Vancea Financial Group, we don’t believe in a one-size-fits-all approach to financial planning. We believe that to help reduce risk and maximize wealth we must build a relationship with clients that allows us to create the perfect strategy for each individual. That means managing risk on a level that goes beyond assessing your investment risk tolerance or the riskiness of a particular investment. It means understanding the inherent risks in your current financial strategy...and the risk in NOT investing in the products and services that best fit your financial profile.

Hours

Monday: 8:30AM - 4:30PM
Tuesday: 8:30AM - 4:30PM
Wednesday: 8:30AM - 4:30PM
Thursday: 8:30AM - 4:30PM
Friday: 8:30AM - 1:30PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 4.7/5

Facebook: 5/5

Vancea Financial Group Inc.

19 West Ave, Woodstock

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