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    Merrill Lynch

    4.0 (2 reviews)
    Open 6:00 am - 4:00 pm

    Services - Merrill Lynch

    Investment management

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    13 years ago

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    Caldera Wealth

    Caldera Wealth

    (9 reviews)

    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!

    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!

    Limestone Investments - Jim Eagan - Broker / President

    Limestone Investments

    (81 reviews)

    Downtown

    (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.

    Merrill Lynch - investing - Updated May 2026

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