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    Charles Schwab

    3.5 (15 reviews)
    Closed 8:30 am - 5:00 pm

    By appointment only

    Services - Charles Schwab

    Investment management

    Mortgage services

    Personal banking

    1 More Service

    Retirement planning

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    Been with them couple years now. Wen site easy to use. Updates are accurate and fast. Strongly recommend them.

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    Review Highlights - Charles Schwab

    After speaking to a couple of different representatives on the phone with questions we had we we made our decision and set up an appointment with Alexa.

    Mentioned in 2 reviews

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    Legacy Wealth Management Group of Las Vegas - Legacy Wealth Management Group.  Greg Feese, CRPC® Financial Advisor, Donna Deluca Client Relations Manager, and Mark Bailey ...

    Legacy Wealth Management Group of Las Vegas

    (6 reviews)

    Southeast

    Dealing with finances and learning about the different insurances, and future planning stuff is…read morehard. It's just something you study a ton, or hire a guy like Greg to handle for you. I chose to run with the latter, and it's been awesome. Greg has been helping me manage all kinds of stuff from my IRA, to life insurance and a few other things. He tells me what I should get, and what I should stay away from and I don't have to worry about dealing with any of it. I've recommended his services to my friends and family, and I recommend him to you too!

    Called to speak with a financial advisor regarding a large estate, and was berated by Donna…read moreDalucca, who after I told her to not insult my intelligence, instead of apologizing she hung up on me. I called back to report her and speak with her supervisor and she said she could hang up on whomever she wants and that her supervisor "Greg" was not in. Donna DEMANDED my phone number, but certainly I did not feel comfortable providing it and told her for security purposes I did not want to give her my number, so she hung up on me again. Sadly, Donna does not realize that the receptionist can have a lot to do with running people away from a business and profits failing. I will research to discover what governmental entity is over Financial Consulting Agencies and file a complaint, as I was unable to conduct business due to Donna's unprofessionalism, bad attitude, her sheer rudeness and her yelling and berating me. Donna needs to learn how to treat people and a telephone etiquette course for sure!

    Concierge Credit Solutions - Cam Reynolds

    Concierge Credit Solutions

    (5 reviews)

    Anthem

    So, my situation is a little different from most. My credit wasn't in shambles, and I wasn't trying…read moreto buy a house or finance a car--I was simply someone with decent credit who wanted it to be excellent. Less than a year ago, I had a collection account from a closed line of credit, a charged off credit card and a few late car payments on my report. My main concern was the collection--I honestly wasn't too worried about the other items, but Cam recommended taking a holistic approach. Instead of focusing on just one issue, he suggested addressing everything at once. Several months later, my credit reports with all three bureaus are clean and clear, with all negative items either removed or updated to positive. Whether you're working to repair bad credit or you have okay credit and want to elevate it to excellent, Cam is the person to call. It's a process, and it doesn't happen overnight--but he delivers results. I truly can't express enough how much he's done for me.

    This is a follow up to my first review and I stand by it and Cam! Cam has stuck by us during the…read moredifficult time of getting a REFI going, helping us find the right people to get the loan successfully through the process from all the "gory" details of listing debts, getting the right people - in this case, Charity Maupin senior loan advisor of New American Loans, to take this somewhat difficult ReFi across the finish line to the Signing yesterday. Cam made it a point to be there to introduce himself and to watch over the proceedings. If you have credit issues, Call Cam!

    Charles Schwab - investing - Updated May 2026

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