Vancefp is listed under Investments & Wealth.
Vancefp (vancefp.com) has 2 customer reviews on Five Star Index, with an average rating of 5.0 out of 5.
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Investments & Wealth · NEW YORK, New York
Excellent
Investments & Wealth · Seal Beach, California
Excellent
Investments & Wealth · New York, New York
Excellent
Investments & Wealth · Conyers, Georgia
Excellent
2 approved reviews, newest moderated first
Bruce C.
After developing a detailed analysis of our financial situation, Jon produced a long-term plan for us to retire with confidence. He is thorough, thoughtful and explains to us complex financial strategies in a way that makes it easy to understand. His customer service is top notch, and he's a strong listener. We feel very fortunate to have found a financial planner and portfolio manager with Jon's expertise. He is also a great guy.
MC
Vance Financial Planning has served our family well. Besides comprehensive financial planning, Jon Vance's flat fees are all very affordable — either on an hourly, project or total wealth management basis. He is excellent at tax management and he manages our portfolio at no extra-cost. He also is an EA through the IRS, so he can prep and file taxes (starting with this year's tax season) for an extra fee. We've found Jon to be highly trustworthy and expert in planning, taxes and investment management (with a philosophy favoring low-cost index investing and passive management). We highly recommend Vance Financial Planning. Jon also is very conscious about limiting his client base to make sure it's quite workable and everyone gets a lot of personal attention.