Testimonials

“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.”

-Brian Belinger, 07/13/21

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.

 

 

“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.”

-Jeff Creve, 12/20/22 Not a client

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.

 

 

“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!

-Sean Curran, 04/15/24

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.

 

 

“Very professional group. I feel very confident allowing them to manage my investments.”

-Deborah Davis, 10/05/22

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.

 

 

“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.”

-Sadie Deckard, 12/22/21

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.

 

 

“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.”

-Christian Hunter, 11/16/22

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.

 

 

“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.”

-Lita Koret, 12/20/22

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.

 

 

“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!!!!”

-Barbara Layton, 12/21/21

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.

 

 

“Outstanding professionalism and service. Give us confidence that our accounts are well managed.”

-William Nevison, 3/21/22

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.

 

 

“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!!!”

-Matthew Palsgrove, 2/19/24

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.

 

 

“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.”

-Nancy Pearson

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.

 

 

“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.”

-Patricia Pochedly, 12/17/20

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.

 

 

“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!”

-Michaela Pringle, 06/23/22

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.

 

 

“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.”

-Anthony Smosarski, 12/21/21

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.

 

 

“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.”

-Jean Taisey, 04/23/21

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.

 

 

“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.”

-Anne Troy, 09/13/21

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.

 

 

“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.”

-Lynn Vollmar, 10/16/21

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.