We were interested in the best way to invest for our future going forward to take advantage of tax…read morebreaks where we could and neither of us had a lot of experience with investing. We saved money but left it in a bank account. He was very knowledgeable and I feel like we have a better grasp of how to plan for our future/retirement and breathe better at night/live our lives a little fuller today.

Redrock Wealth Management has been nothing less than amazing to me. I had the opportunity to work…read morewith Greg and Seth. They have both helped me tremendously on making smart investment decisions. I was with another brokerage for four year and I learned more in my hour consultation with them than my past advisor. They are very patient and broke everything down to it's simplest form to help me understand my investments. I can definitely tell they have their clients best interest at heart. I would recommend Redrock Wealth Management to everyone interested in investing.

Kayla was very professional and friendly easy to talk to and the staff was awesome my wife and i…read morehad a great Experience we will use them every year!!

My elderly aunt passed away and I was named trustee of the estate. It was a complex trust with 24…read morebeneficiaries. Mr. Sherman met with me for 45 minutes or so and explained what needed to be accomplished and the best way to do it. The price he quoted me was 1/3rd of the amount quoted by a recognized accounting firm. Mr. Sherman's office completed my aunt's final tax return, calculated and mailed out all 24 1099 forms for the beneficiaries and provided copies of everything to me. He provided an audit representation guarantee that I did not need - but was good to have as an assurance. I do my own taxes using tax software, but will definitely go to Mr. Sherman when I no longer can figure it out myself - and I am reaching that point! He has competent associates in his employ and I have no complaints.

I was referred by a friend. Efficient, fast and fair pricing to file my taxes. Thanks!read more

CHris is excellent and super responsive! He understands your needs and this was the first time…read moreI've used him! He made the whole process stress free and easy. I was so worried and everything was simple. He is awesome and I have a new CPA!!!! Love the service!

We've entrusted Caldera Wealth with managing our 401(k), and to help us save on fees, Joe made the…read moreproactive decision to change the institution overseeing the plan from Nationwide to 401kGo. During the required blackout period, an unexpected and important situation came up where I needed access to my funds. Joe Caldera and his team didn't hesitate. They worked relentlessly for an entire week, escalating the issue all the way to the president of the national bank to get it resolved. Most firms would have stopped at "we tried." Joe and his team went far beyond that--then went even further. Their professionalism, persistence, communication, and genuine care were outstanding. Joe and his team are 10s across the board. These are exactly the people you want managing your finances--professionals who stand by you, advocate for you, and help you navigate real-life challenges when it truly matters.

Jimmie and Ashley are simply amazing…read more We had been using Paychex for years and eventually made the decision to switch to ManagedPay. It was a great decision and we also decided to change our 401k provider to Caldera Wealth. Unfortunately, Paychex was terrible to deal with and made the entire process way more difficult and more expensive than it needed to be. Caldera stepped in and helped tremendously with getting all of the paperwork organized, all of the forms filed, and communicating back and forth so that all parties knew what was going on. They kindly reminded us multiple times when they were waiting on us for the next step and were always a pleasure to work with. I highly recommend them!

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!

My wife and I moved to Henderson a couple of years ago and started real estate investing here and…read morewere so lucky to have found the Mor Group. They helped us with the purchases and full service rental management services and have made this such an easy and pleasant experience. Their entire team is so upbeat, and professional and real pleasure to work with. They do it all, repairs, purchase, management, and super efficient and professional. I highly recommend this company, they really are a cut above.

As a fireplace service company, we are fortunate to work with many property managers in town. One…read moreof our favorites is the Mor group! We truly appreciate their organization and kindness when booking jobs for their tenants or personal homes. Erica, Abigail and Adi are phenomenal to work with! We highly recommend their property management company.

Everyone in this office is super friendly and helpful. I am so happy that I have an Edward Jones…read moreAccount with an honest and hardworking agent in Las Vegas. She has been a good partner in my Retirement Planning. She has been Trustworthy. When looking for a financial advisor it is important to get a good personal feeling about your Agent. After interviewing several agents at various institutions, I chose Ms. Patty Krenos and I'm so happy I did. She is very nice and helpful and has given me some very good advice. Been with her for almost 10 years. I also want to mention her assistant Sheena. Sheena is so sweet, funny and always on top of everything. I love talking to her!

We met Patty in December 2008 and she has been an unbelievable human being sent from God to watch…read moreover our little girl's trust and our family's investments. Talk about setting goals, accomplishing goals, and looking out for us for our best interest always. We are more than thankful to God for you Patty and all the ladies in the office. I highly recommend Patricia Krenos for the conservation and growth of your investments.

(10 Stars!) If you want true peace of mind, hire Limestone…read moreInvestments. Jim helped me through a long, stressful journey with my rental property in Henderson, NV, and we came out on top. I was referred to Limestone Investments by Leavitt Eviction Services (they're 10 stars as well), and hiring Jim as my property manager was one of the best decisions I've ever made. I had a very difficult tenant situation. Jim handled everything -- the filings, the court process, the heavy lifting -- and I'm in the legal field, so I know how much work that truly is. He made being a landlord easy. After the eviction, Jim's crew stepped in and transformed the property. They repaired everything, installed new floors, repainted, and cleaned the yard better than I've ever seen it. Absolutely amazing work. Through the entire process, I felt 110% supported. Jim is knowledgeable, efficient, fair, and genuinely cares. He's also funny, which helps lighten the load when things get stressful. He's a respected veteran, an integral part of the Vegas Valley, and he doesn't waste time -- he simply gets things done. His team was outstanding as well. They investigated issues, collected evidence, stayed in constant communication, and made sure I always knew what was happening. Thank you, Jim, for getting me out of a tough situation that I got myself into by trusting the wrong tenant. You helped me turn it around, and now I have a wonderful tenant that you found for me. You told me the good, the bad, and the ugly about the market -- and you were right. Listen to him. He knows. Limestone Investments is a well-rounded, trustworthy real estate service you can bet on. I'm grateful, relieved, and will use them again without hesitation.

The limestone team is very prompt at fixing any issues I have come across. Great team and look…read moreforward to continue working with them.

Excellent investment advisory firm. Newsletters are right on point and very well written by the CEO…read moreRandy Garcia. He is a financial genius and is hailed as one of the best in the nation. For any people who have the financial minimum necessary to open an account here, and wish to enjoy a long, safe and extremely lucrative financial relationship, it is a no-brainer.

I had notified Charles Schwab that my husband passed away, and today I received a big flower…read morearrangement from them thanking us for being their client. This just was beyond nice. So everyone go to schwab for or financial business. Great company.

Dont hesitate to go and have a consultation with Richard. He is very knowledgable with excellent…read moreinput on your investments and insurance needs. Everything went great. Jason is very organized and he set up everything we discussed top notch in a timely manner. Overall highly recommend it.

I have known Richard for years helped me with a lot of issues.always at the end of the phone and…read moreready to help very honest and straightforward, highly recommend