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.

Yunna Cheung has been our financial advisor the past decade and my wife and I are very pleased with…read moreher service. She genuinely cares about her clients and is in constant communication about our retirement, updates on the stock market and helping out if we have any questions. I highly recommend this Edward Jones branch. If you're look for a representative who can help you out with your finances, stock market options, questions on 401k or retirement plans, Yunna is the person to see. She really cares!

I've always had trouble saving up money, and am clueless about what to do with my finances. With…read moreYunna's knowledge and guidance, I can say I'm going to have a very nice retirement in the future! :) Yunna has been my financial advisor since 2013, and I'm still with her now because I don't trust anyone else! She checks on me, and always answers any questions in a timely manner. If you're looking for a financial advisor that is knowledgeable, honest, and genuinely cares, look no further!

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.

The experience you get is specific to the person who you work with. I recommend Heck & Associates…read more Update: Heck & Associates have left Merrill Lynch.

This is the firm you want to work with. Over 100 years on Wall Street and every day of it focused…read moreon the needs and dreams of the client. Year over year they are awarded with the best training for their people and the best technology for the clients. This mean they are on the cutting edge, staying relevant. How about intellectual capital? Well Merrill spends twice as much as the next firm on research. Final note, they are represented by a big, bad arse bull! That's right, a big honking bull.

last week I drove my parents to the N. Town Center office. As my parents are in their 80s, I am of…read morecourse protective. I was to say the least, amazed at the attention and help they received from Tori Obermiller. She was extremely professional and asked enough questions to understand the changes they really wanted to make to their accounts. She went above and beyond in my opinion and demonstrated what real customer service should be like. I am very impressed with Charles Schwab and very grateful to Tori for treating my parents in the manner she did. Thank You

A truly miserable experience. From the national level right down to the local level. How does…read moreSchwab stay in business?! At this point, I am pleased that the only thing that I've lost in this entire, albeit short-lived, experience with Schwab is some time and nothing else.

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.

The best financial advisors in Vegas! Comprehensive financial planning, great staff and advisors,…read moregreat location right off Summerlin Parkway. Investment advice is top notch! Definitely go here for your financial, estate, health, savings and education planning.

Scott Casey- where do I start. You've helped me so much in such a short period of time. Your…read moreattentiveness and communication are impressive; so is your knowledge in this business. This is a company that's almost too good to be true. Having met Scott was a true blessing. Thank you for everything. His service was above and beyond.

Scott did in 1 year what no one could do. Absolutely the best service. Highly recommend SILVERSTATE…read moreCredit Repair. I had some CC company issues that he told me we would be able to deal with but it was not going to be easy and that we would have to be patient. In the end it was faster than expected and less money than planned! Fantastic!!

Dan and his family afford a personal approach to wealth management. A delight to work with them all.read more

From the owner: I'm Daniel Cuddy, a financial professional in Las Vegas, NV. We understand that individuals face…read moreunique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, tax reduction strategy, protect assets or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 702-877-0221.