Tatiana is simply the best. Honest, supportive, direct, and accommodating. She and her staff are…read morethe real deal. Being new to town, she's not only set my partner and I up successfully, but she is a great resource for local support (CPA, contacts, and advice) Happy to have found, Thank you!!

Las Vegas financial advisor Tatiana Dudek is extremely knowledgeable and professional. She is…read morewilling to help anyone and offers free consultations. Tatiana specializes in helping her clients build wealth and provides personalized advise based on her many years of experience.

The staff @ the Soquel office is so helpful & courteous. I moved out of Watsonville to Norh Las…read moreVegas & needed money from my retirement account for moving expenses; This also happened when Microsoft glitch shut down many businesses & banks. Schwab couldn't do money transfers for a few days; however, the problem was fixed & the moves were paid 1/2 of the cost when they arrived to pack up the truck for Vegas. That was a relief considering I hired a moving company from North Las Vegas & the extra moving expense of 3 of them hotel, food, etc. would have been a lot. Thanks Schwab for getting me moved on time!!

I'm an unfortunate victim of the TDA buyout that got forced into this shit show of a company. It's…read morebeen nonstop problems since day one. I received calls/emails from someone at this office that I didn't know. I asked him for a list of who all the account managers were so I could review. He ignored my request and continued to bombard me, so I blocked his emails and phone calls. I'm out of here as soon as I have time to research options. Their online and phone support is just as bad.

I've been working with Cornerstone for over 3 years now, and I couldn't be happier with the service…read moreand results. Jammie Avila has been outstanding, knowledgeable, responsive, and truly dedicated to helping me reach my financial goals. He explains everything clearly and always puts my best interests first. Cornerstone has given me peace of mind with smart, personalized strategies that actually deliver. I highly recommend them to anyone looking for a trustworthy wealth management team in Henderson or Las Vegas. Thank you, Jammie and the Cornerstone team!

They are personable and are able to make complex financial understandable . They also have…read moreinteresting social events

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!

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!

Being a grad student with over $50,000 in debt, much of that spent on credit cards, I realized I…read morewas in trouble when my interest payments were almost $900 a month between my three major credit cards. I met with Raul Who is highly recommended from a business associate several months ago. Even with a decent credit report, he was able to instruct me on how to reduce my credit to debt ratio. He offered options to my personal solution. Rather than consolidate like other agencies had offered me, I was able to actually refinance my small home in Palm Springs with his assistance. My credit wasn't exceptionally great at that time however, it has climbed to almost 100 points since January. I am saving money and I'm happy that any payments I make are going toward principal and not to interest, based on his recommendations and input. I found him to be extremely professional and intuitive. I highly recommend him and his office.

Raul is a scam artist, do not go to this place, me and my wife paid close to $6k to fix our credits…read moreafter a year he never did anything, nothing was erase , just a bunch of promises, we really believed in Raul and all the "great" reviews he had, after we started confronting the situation we started getting less and less replies from him This was literally a scam, please safe your money and do get scam by this guy

Call just spoke to a lady who answered the phone this morning. She was super rude hung up on me…read morewithout saying bye and it was very short. I was trying to get information on if I can make an appointment to file my taxes apparently that was a lot. I seriously wanted to get my taxes done with them to try someone out new this year. Was really disappointed.

I was referred by a friend that I trust explicitly. Met with Mr. Scott Fairchild and staff. Great…read morepeople! I feel elated and satisfied with all that they do. I have also referred my stepsons, who are also very satisfied.

Select Wealth Advisers is a great company. They spent time going over all of my financial…read morescenarios that would put me in a better financial position... I would highly recommend contacting them to find out how they can help you protect your financial future.

From the owner: Wealth and Financial Planningread more

I heard Harry on the radio and had credit issues so I called. Since working with Harry and his…read moreteam, I've raised my score over 100 points!! Harry responded personally to any questions or concerns I had and the process was extremely easy. Thank you guys.

If I could got 10 stars I would...I was referred to Harry from a friend and contacted regarding an…read moreissue with credit that threatened my job...Harry said, no problem...I got this...so, against my normalcy...I trusted his words...he handled it all and 2 months later...all is clear. Harry, I know you will read this and to all others that are searching for that light in the dark with credit repair...Harry is your lighthouse...Harry, I thank you from the bottom of my being...I thank you for all that you have done and I thank you for being honest and trustworthy....truly Thank you,

After a horrible experience with our previous financial advisor my husband and I were very…read moreconcerned about trusting someone with our investments again. Darla has proven that there are good people out there. She is as genuine as they come. She has her clients best interest in mind at all times. She goes out of her way to make sure you understand all your investment choices and feel comfortable with those choices. She has the patience of a saint and will listen to any concerns you might have. We can honestly say we would recommend her to any of our friends and family without reservations.

Darla was an amazing help. Her intentions are genuine and to truly help people in their best…read moreinterest. Very friendly and a great listener and gives the best honest advice. Thank you so much.