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James Geary, CPA, MBA

5.0 (2 reviews)
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Services - James Geary, CPA, MBA

Investment management

Retirement planning

Tax planning

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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!

Venuto Insurance Agency

Venuto Insurance Agency

(4 reviews)

Cliff Notes Price Range: Varies, depends on what you're…read morelooking for Parking: Plenty Perk: Great customer service Non-Perk: None Ambiance: Business Casual Noise: Low Temperature: Comfortable Recommend: 100% Dissertation I normally don't write about my insurance company, but I really felt like I needed to give them a kudos or a gold star on this one. I recently had the pleasure of meeting Jeff Venuto while shopping for new insurance. He was extremely knowledgeable, warm and quite funny. He explained everything in terms that I, the layman could even understand; and didn't make me feel like I was a 3-year-old learning how to tie my shoes for the very first time. He was patient, understanding and extremely eager to assist me in any which way he could. I did not feel as if I was another number or an inconvenience like it seems you see more and more with businesses. He was so dedicated to me as a client, he even gave me his personal phone number just in case I have any other questions or issues. Again, not something you typically see anymore. Anywhooo, I would highly recommend giving him a call or stopping by, even if you have insurance (like I did) he seems to enjoy helping people get the best bang for their buck, so it can't hurt to look into it, right? It saved me a bit of cash!

I've called , left messages . Two days later I called again someone answered I said hi IS this…read moreJeff, I'd like a quote , he hung up. I called right back and got an answer Mach. I left a message name , number, and that I'd like a quote and all day later no call back . 3 strikes YOUR OUT !!!! I Guess they're so busy they don't need my business. That's OK Suprisingly AAA Knocked everyone out of the park even after the required $50. Road side ins. Even with Home ins. ??? Whatever. ​

Red Rock Financial Services - Hire a specialist! Near you today.

Red Rock Financial Services

(32 reviews)

Southeast

A Breakdown of costs associated with RRFS:…read more Fee | Amount Intent to Lien letter $240.00 Assessment lien $520.00 Intent to Notice of Default $145.00 Notice of Default Preparation $600.00 Trustee Sale Guarantee $400.00 estimated Intent to Notice of Sale $145.00 Notice of Sale Preparation $440.00 Final Notice of Sale $40.00 Posting & Publishing - Clark County $450.00 estimated Posting & Publishing - All other counties $950.00 estimated Conduct Foreclosure Sale $200.00 Prepare & Record Trustees Deed $200.00 Payment Agreement $50.00 Payment Plan Breach Letter $40.00 Escrow/Payoff Demand $240.00 Escrow/Payoff Demand *RUSH FEE* $100.00 Foreclosure Fee $240.00 Bankruptcy Package $160.00 Sale Postponement $120.00 Mailing Fee per item $3.20 Returned Check Fee $30.00 Lien Release $50.00 Rescission $50.00 Other Charges: Recording Cost Mailing Costs/Postage * Fees and cost may change without notice. Schedule of Fees may not be all-inclusive.

I know collection agencies don't always have the best reputation, and it's not an easy role but, I…read morewanted to take a moment to recognize Stephanie at Red Rock Financial. I'm currently helping my mom navigate a situation from out of state, and Stephanie has been incredibly helpful throughout the process. She's taken the time to clearly explain everything, communicated with both of us with patience and kindness, and made sure we fully understood what was owed. While I may not agree with all of the charges, that's separate from the service she provided. Stephanie handled everything professionally and with genuine care, which made a stressful situation much easier to manage.

Holzwarth Financial Services - Jocelyn's business card

Holzwarth Financial Services

(1 review)

Southeast

Jocelyn saved me. I…read morefirst sought out Jocelyn's Services, because she is one of the few certified divorce Financial analysts in town. I was served divorce papers, and I knew we would have to divide our assets. Because my (now) ex-husband was the finance person in our marriage, I had little to no clue what all we had built in the last 15 years, and what I had, and what he had. I needed perspective, I needed guidance, I need a Jocelyn. True, I could have sought out this kind of financial planning from my attorney, but my attorney charges double what Jocelyn does, and he is not a certified financial planner. With Jocelyn being a certified divorce financial analyst, she knows the laws regarding what is able to be shared, what was his, what was mine, and all of the things I needed to ask for in the settlement. I saw her before I chose my attorney, so that I had something to go into his office with, that I wasn't just Flying Blind. Because you always know your attorney is on your side... But are they? Jocelyn gave me an idea of what I would come out of this divorce with, what was fair, so that I wouldn't be taken advantage of by opposing council, not knowing what my current financial situation was. Without Jocelyn's help, I would have been totally f*****. After the divorce settlement was final, I retain Jocelyn services to invest the money I had pending from a pension, and an old 401k. Not only did she make it easy, she coached me along the way of exactly what we were doing, put me on a budget, and taught me a lot about my own financial future. I now have the tools with me to not only provide for myself, but invest in my own future for me. This gave me strength and Independence that I never knew I had. Jocelyn is smart, funny, down-to-earth, and she really cares about her clients.

James Geary, CPA, MBA - financialadvising - Updated May 2026

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