Canyon View Capital - Santa Cruz, California

Overview of Canyon View Capital

Located at 331 Soquel Ave, Santa Cruz, CA 95062, Canyon View Capital stands out as a notable financial service provider in the Santa Cruz area. Clients can reach them at Phone: 831-480-6335 or visit their comprehensive website canyonviewcapital.com for more information. This company specializes in investment services and offers the expertise of a financial planner, catering to a variety of financial needs.

Accessibility and Facilities

Canyon View Capital is not only committed to providing top-notch financial services but also ensures accessibility for all visitors. Their office is equipped with a wheelchair accessible entrance and a dedicated wheelchair accessible parking lot, demonstrating their commitment to inclusivity. This makes it a convenient and welcoming choice for clients expecting easy access to their services.

Client Feedback and Ratings

Clients have shared their positive experiences with Canyon View Capital, highlighting the company's dedication to customer care. With 8 reviews on Google My Business, the average opinion stands at a commendable 4 out of 5. Testimonials often mention their thorough explanations of financial concepts, consistent updates, and exceptional service that goes above and beyond expectations. An example of their exceptional client engagement is highlighted by a recent holiday party review, where attendees praised the company's joy and satisfaction among their employees, reflecting a company culture that values both clients and staff.

Recommendations for Potential Clients

For anyone considering financial planning or investment services, Canyon View Capital offers a promising option. Their focus on clear communication and personalized service is evident in their positive reputation. The accessibility features are particularly beneficial for those who might require special accommodations, ensuring that all potential clients can access their services comfortably.

To learn more or to schedule a consultation, visiting their website at canyonviewcapital.com is highly recommended. Here, you can find detailed information about their services, investment strategies, and how they can tailor solutions to meet your specific financial goals. The office's commitment to being wheelchair accessible and providing a warm, inviting environment also makes it easier for potential clients to initiate contact.

👍 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