Vance Financial Group

Clinton R. Vance

Registered Representative
offering securities through

NYLIFE Securities Inc.,
Members NASD
City Place One,
One City Place Drive, #260
Creve Coeur, MO 63141

Financial advisor offering
investment advisory
services through
Eagle Strategies Corp.,
A Registered Investment Advisor

Member agent of
The Nautilus Group,
a service of New York Life
Insurance Company

Vance Financial Group
is not owned or operated
by NYLIFE Securities Inc.
or its affiliates

Ideal Client Profile


  • Is family centered - He or she cares about their family with deep love and concern and is actively involved in the activities and mutual enrichment of family members.

  • Cares - Has a sincere concern for others and demonstrates care with actions that promote the physical well-being of their family and employees. Desires to promote social good through charitable opportunities.

  • Is open to new ideas - He or she wants to make informed decisions from what is available to them, without preconceived notions and prejudices.

  • Has identified value system - Integrity, honesty, and truth are identity marks of this person. Highly respect by employees and community.

  • Candid - Candor is critical to an advisory relationship. Recommendations that can be respected and acted upon are based on complete, honest information obtain in frank discussions.

  • Respect and utilizes professionals - Utilizes the wisdom of Henry Ford who reportedly said, "It isn't my job to know all the answers, but it is my job to know people who do and to use their advice." (paraphrased)

  • Prioritizes reduction of taxes- Appreciates ideas that reduce taxes yet accomplish the desired objectives.

  • Business owner with strong financial condition (debt/equity, cash flow, etc.) or high net worth individual.

620 Charbonier Rd   -   Florissant, MO 63031-5043   -   Tel: 314.830.4957   -   Fax: 314.837.4276