1. Wells Capital Group

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Las Vegas, NV

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Wells Capital Group

4.0 (3 reviews)
Open • 9:00 am - 5:00 pm

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3 years ago

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Allworth Financial - Jeremy Murray, CFP, AIF

Allworth Financial

(21 reviews)

My husband and I became clients of RedRock Wealth several months ago and are completely satisfied…read morewith the attention to detail, responsiveness and knowledge this firm brings to the table. To us, trust and patience is of utmost importance when it comes to handling financial issues. At our first meeting we came prepared with many questions and Greg and Jeremy were equally prepared with answers, explanations and details. It was apparent to us that the meeting would not be complete until we felt all our questions had been answered. Since then, we have met a couple of more times as well as spoke on the phone and communicated by email. Their thoroughness has exceeded our expectations -- a high bar, indeed. As an aside, I read Greg's book explaining the financial planning process. It is written in a style that a non-financial person can understand and, for me, explains the investment process in a way earlier CFP's were unable to communicate. Greg is very accessible and prompt in returning emails and phone calls and is willing to meet as frequently as we feel necessary. Greg and Jeremy combined bring the complete package to financial investing. Very important to note: they work FOR us, the investor, NOT for the investment product so OUR goals are THEIR goals. This is an important distinction when seeking financial counseling. Katrina handles the paperwork process efficiently for the office. Before you make a decision on investing for your future, I strongly recommend you meet with RedRock Wealth Management.

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.

Wells Capital Group - financialadvising - Updated November 2026

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