Pancho D.
7/16/2015
My experience with Lance Pelky & Associates has been tremendous. He has successfully managed both my personal and professional portfolio for many years and we have become fast friends. I have...
Lance Pelky & Associates, Inc.
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(5)
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3550 Camino del Rio N Ste 101
San Diego, CA 92108
Talk with Lance Pelky and you’ll probably hear him describe three types of people: those who make things happen, those who watch things happen and those who wonder what happened. Without a doubt, Lance is someone who makes things happen. Client Centered Lance Pelky & Associates, Inc. has a mission to serve the needs of working people as the complete, single resource for all their retirement management needs. Lance has a passionate desire to help older working Americans understand their options and enable them to find the right path for their unique circumstances and goals.
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Reviews
5.05 reviewsjames g.
5/21/2023
Mr Pelky, is world renowned when it comes to his financial experience with clients of all levels of wealth. His charisma and customer service are 2nd to none. We have turned many of our family and...
Pete And Charise P.
12/16/2019
Lance Pelky and Associates is a Top Shelf group of people who truly care about others financial needs and wants. They treat us on such a personal level , that quickly we became great friends. Pete...
Joe L.
11/12/2011
If your looking for financial advice, this place is great. Not only do they offer good advice, but their staff are friendly.
Jill H.
12/14/2015
I've never met a more honest person than Lance. He is by far one of the greatest people I have ever met, personally and professionally. Lance and his staff are both knowledgeable and eager to...
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