EmVision Capital Advisors
EmVision is the culmination of our dynamic voice, cadence, wisdom, experience, and technology coming together to create an organization that EmBraces people and EmPowers them to live the life they want to live, creating security for themselves and their future generations.
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Presented by: Michael Embrescia Did you know Americans change jobs an average of 12 times in their lifetime? If you have changed jobs and left behind 401(k) accounts with prior employers, you know firsthand that managing retirement accounts spread among…
Presented by: Johnathon Opet, CFP® You’ve put in the hard work of saving for college, and now it’s time to start using those 529 plan assets to help with a family member’s education-related costs. But before you begin withdrawing those…
Presented by: James Artale If you’re eligible for a defined benefit pension, you may have several payment options from which to choose. Your pension plan will calculate a basic single-life annuity automatically, and, if you choose a different payment option,…
Brian Belinger, 07/31/21
“As a professional in the finance industry I value expertise and hands on customer service. That is exactly what you find at EmVision Capital Advisors! So much so I referred my parents.”
The statement was provided 07/31/21 by Brian B., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Jeff Creve, 12/20/22
“My parents have been clients for 15+ years. Fantastic team to work with. They always review your portfolio in plain English, letting you know if any changes need to be made. Highly recommend for managing your wealth.”
The statement was provided 12/20/22 by Jeff C., who is a non-client, a son of clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Sean Curran, 04/15/24
“Great service and team to work with who really cares about setting your finances up for the future you want. I would recommend this organization to anyone looking for a way to meet their financial goals while working with a highly respected team who knows so much about the financial world. Thanks for everything so far guys!
The statement was provided 04/15/24 by Sean C., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Deborah Davis, 10/05/22
“Very professional group. I feel very confident allowing them to manage my investments.”
The statement was provided 10/05/22 by Deborah D., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Sadie Deckard, 12/22/21
“Extremely helpful with managing finances and helping with some of life’s bigger purchases. John is always willing to answer questions for someone not as savvy with investing which has really made this a great company to work with.”
The statement was provided 12/22/21 by Sadie D., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Christian Hunter, 11/16/22
“Our first meeting with EmVision Capital Advisors left a great impression and I am confident and comfortable working with them! Plus, they have a very cool office space that is warm and inviting.”
The statement was provided 11/16/22 by Christian H., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Lita Koret, 12/20/22
“I have been a client of Michael Embrecia for a number of years now. He has always given me good advice because he seems to totally understand my financial needs. He or a member of his team call me regularly to see how I’m doing and meet with me in person twice a year. I can call them at any time to get their counsel on things I am considering to do with my funds. Especially as a widow, I feel that his working with me, along with my attorney and accountant, has my best interests at heart and is taking good care of me.”
The statement was provided 12/20/22 by Lita K., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Barbara Layton, 12/21/21
“I have known Michael Embrescia for over 20 years now as my parents were on of his first clients!!! I have valued his expertise, advice, knowledge and loyalty over the years. On top of that he has grown and expanded his company with experts who are just as trustworthy as himself! Thank you all!!!!”
The statement was provided 12/21/21 by Barbara L., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
William Nevison, 03/21/22
“Outstanding professionalism and service. Give us confidence that our accounts are well managed.”
The statement was provided 03/21/22 by William N., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Matthew Palsgrove, 2/19/24
“James has been helping us now for a few years and I’ve been extremely pleased by their communication and transparency… even being a smaller investor with them. They’ve continued to make sound decisions with our investments and have been very personable to work with!!!”
The statement was provided 2/19/24 by Matthew P., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Nancy Pearson, 12/20/23
“The team at EmVision Capital Advisors is top notch! They take time to understand your financial goals. They spend quality time during your scheduled meetings and promptly return your calls and emails when you reach out throughout the year with questions. The reports you receive are detailed yet you can actually understand them. I trust them with their guidance.”
The statement was provided 12/20/23 by Nancy, P., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Patricia Pochedly, 12/17/20
“EmVision Capital Advisors has provided me with excellent client services due to their amazing attention to detail and prompt communication. I feel confident and secure in my investment partnership with this trustworthy firm.”
The statement was provided 12/17/20 by Patricia P., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Michaela Pringle, 06/23/22
“You can’t go wrong with this team of trusted and experienced advisors. Every interaction I have with every member of the team is always memorable and reassuring. I would recommend them to everyone!”
The statement was provided 06/23/22 by Michaela P., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Anthony Smosarski, 12/21/21
“I’ve been with EmVision Capital Advisors for about 10 years now, and it’s been nothing but fantastic. The group helped me with my retirement as soon as I retired and they really saved me a lot of work. They have always been courteous, prompt, and very professional. My wife and I think very highly of the group and would highly recommend them to anyone. Thanks to all.”
The statement was provided 12/21/221 by Anthony S., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Jean Taisey, 04/23/21
“Love that my understanding of the information is top priority. They explain and answer questions in a no-rush session, enabling me to feel confident about where I put my trust and money.”
The statement was provided 04/23/21 by Jean T., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Anne Troy, 09/13/21
“This company takes its fiduciary responsibility seriously. My needs come first. I appreciate the prompt response to my questions and the careful explanations provided by Michael and Jim. Paige is extraordinary and works hard at whatever you need. I was referred to them by friends and would not hesitate to refer them to others.”
The statement was provided 09/13/21 by Anne T., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Lynn Vollmar, 10/16/21
“The EmVision Capital Advisors team provides excellent client service. They call back, follow up, check in on you throughout the year and have done a great job in managing my assets. I have been with them about 10 years, and my mother and dad were with them for years prior until they passed. Michael is like a family member. Grateful for their service.”
The statement was provided 10/16/21 by Lynn V., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.