Great information on products ! They are very knowledgeable…read more& experts on financial stuff ! Good food & Best camaraderie!

Really love the Cantor Fitzgerald presentation. It was very informative. I would have like to hear…read moremore about there plan.

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.

Five stars for Mark Sherman and his team! As a relatively new business owner, their guidance has…read morebeen invaluable as I navigate the ins and outs of running a business, particularly the transition from an LLC to an S corp. Accounting, taxes and finances are definitely not my strong suit, but Mark and his team have made the entire process incredibly easy and stress-free. They are always responsive, quick to communicate and proactive in offering advice that has ultimately saved me a significant amount of money. I'm so grateful to have a team I can trust and will absolutely continue using their services and recommending them to others!

Mark and his staff are exceptional! Every interaction with them I feel taken care of. It's not easy…read moredealing with taxes but they always do their best to make sure the process is smooth! I refer them a lot because they never disappoint! And that feels really good especially in the world we live in today.

I am completely satisfied with my investment returns at asset wealth and preservation. Kyle…read moreChapman is my advisor.

Kyle Chapman is the one gentlemen in the Wealth Management Industry that you should trust. He is…read morewell informed and up to date about all changes in the financial markets, is proven regarding all aspects of making money, eliminates unnecessary aggravation, and streamlines all mechanisms to achieve our goals. I trust his advice and his company's commitment to their clients. Go see him and start to relax about your financial freedom. Asset Preservation Wealth & Tax 901 N Green Valley Parkway Henderson, NV 89074 702-476-4300 K.S. Sun City Anthem

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!

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.

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.

We have been with Charles Schwab since the 80s. Yes over 40 years. I believe that this loyalty…read morealone is a testament that I believe Charles Schwab is an amazing Company. What have I learned from Schwab over these years? First and foremost is research. Then Patience. And Finally approximately when to sell. My wife and I for many years made most of our stock choices. For the past few years, We are of an attitude that we need assistance to confirm our decisions in managing our portfolios. Our Schwab Broker of several years, Dave Humphrey made a point of knowing our investing style and offers his recommendations with justification. We both listen to each other and my wife and I feel very comfortable with Dave as a partner managing our Schwab Portfolios. Also, a sincere thank you to Alexa. She has been most helpful over these many years. She is definitely the backbone of the Henderson office. We look forward to being with Schwab and Dave for another many decades!

So I opened a brokerage account with them thinking that they have been around and with all the…read morescandals and con artists in this industry I would be able to trust whoever that is not the case they out of no where made me come in and verify my id which I wasn't pleased about but I did after that I decided to close my account they then said it's closed but I need to show them my personal bank transactions of that month and where the money I deposited to them came from which I did on my b of a app even though it's absolutely none of their business they then said that wasn't good enough and I need to get them a printed copy at this point these people are obviously trying to steal my money so I asked for a manager they said they don't have one there so I still don't have my money they said my account is closed and as of now I guess I got robbed

We walked in on Thursday and they were very helpful. We needed to convert my elderly mother's…read morephysical stock certificates (yes, they actually still exist) and get them put into her Fidelity account. Sam came out to assist. He made copies of the certificates and told us he would call when they were ready, probably in a day. He ended up having the paperwork ready in a few hours. We returned and spent about 45 mins signing forms to complete the transaction. Sam and Caesar were very prompt and professional. Thanks to them, hopefully, we will get this sorted out in a week or so. Overall, nice office to visit for financial aid.

I have been trying to get my check from them for almost a year, after closing a 401k account, they…read morekeep sending it to a previous address, even tho I have called them a half of dozen times and given them the correct address. I am beginning to think they do this on purpose to keep your money...be careful...

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!

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.