We just had our end of the year review with Wells Capital, and we are delighted!…read moreWe have achieved excellent returns on investment while mitigating risk, not easily done, but Wells Capital delivered. This is not "a one size fits all" scenario but rather tailored to your needs and expectations, and we set the bar high. We fully trust and recommend Tanner Wells and his team. Look him in the eye and talk to him, we think you will feel the same.

This company kept sending me request to attend their retirement dinner workshop. So, finally I…read moreaccepted the invitation from Kimberly Andersen, on July 8, 2021. Shortly after receiving confirmation for July 15, 2021, via my email and to add to my calendar, I did so. Next I received a phone call to confirm, and another email to confirm. The morning of July15, 2021, received a voicemail to confirm before 10:00 A.M., WHICH I DID, WE ARE COMING! Since we recently moved to this area, on our way for this 6:00 p.m. event, we got lost, and arrived 10 minutes late. We were greeted by the nice host at FireRock Steakhouse, 5990 Centennial Center Blvd, Las Vegas, NBV 89149. The restaurant host summoned Ms. Kim, who took her sweet nasty time to come out of the room. Instead of welcoming my husband and I, she scolded us for being late and they had started the presentation. After explaining that we were lost, apologized for being late, and we are Seniors. She did not care about it one iota, just dismissed us and refused to give me her last name. Since it is very hot in Las Vegas, and we got dressed out of our busy day to hear what Wells Capital Group had to offer, this left a bad taste in my mouth. After speaking with the greeters, and hearing that Ms. Kim has been nasty to the servers every time they have had seminars there. This spoke volumes about Ms. KIm's rude and condescending behavior. The greeter went back to the room to see if she would still let us in, Kim said, NO!!!! So to make lemonade out of bitter lemons, we got a menu and had dinner at FireRock Steakhouse! Our waitress, Christine, was very nice and accommodating that we took a picture with her and met some nice guests. What we ordered was better than what they served at the workshop, meat loaf, etc. So, I googled this company and found KIm's last name. She is the Director of Events/Admin Assistant, and should know how to treat all people......she missed the mark!!! I am quite sure the Founder/Wealth Advisor, Tanner Wells would not like this to be a representative of his company. I am looking for an apology from this company for wasting our time, and to not let this happen to anyone else. Please treat ALL people with respect, Ms. Kimberly Anderson, or perhaps take a course in customer service. Connie Hickerson

We have worked with Cheryl Costantino and Barclay Callendar at WCG /LPL Financial for many years…read morenow. I was originally referred to them by our accountant even more years ago. My husband and I have never regretted our decision to work with these two regarding our financial planning needs. They are both very smart, enjoy what they do and easily break down tough financial ideas into easily digestible information. They are welcoming and grateful to have us as clients of 10+ years. They are very real and approachable people. They have been helpful to us over the years as a springboard in sorting out many things and are easily reachable and available to us if we have a question, comment or concern. I enjoy that they take the time to teach us things about financial matters and provide guidance when we are seeking it. We trust them implicitly and feel they have guided us and will continue to guide us in the right direction in the future. We find any fees associated with the portfolio we carry with them are in line as expected and not unknown. The office has a family smaller feel versus a large giant entity. I like that. Along that same line, they are rooted in this community and it shows. I like that too. We are grateful to have WCG, Cheryl & Barclay in the mix of our financial picture. Big or small client, I would not hesitate to recommend anyone to reach out to them to see if they might be a good fit for you as well.

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

This is my second time working with Julie, and once again she exceeded my expectations. She is…read moreknowledgeable, professional, and truly goes above and beyond to make the loan process smooth and stress-free. She was always available to answer my questions, kept me informed every step of the way, and made sure I understood everything. Her dedication and outstanding customer service are why I came back to her. I highly recommend her to anyone looking for a trustworthy and reliable loan officer! (From: Tuyen C )

Julie provided outstanding service throughout my refinance and mortgage process. She was proactive…read morewith prompt suggestions, incredibly organized with documentation preparation, and followed up frequently to make sure everything stayed on track. Her attention to detail and responsiveness helped the entire process move smoothly and efficiently, allowing us to get the house as quickly as possible. She even sent a thoughtful gift to celebrate our new home, which truly showed how much she cares about her clients. Julie is friendly, knowledgeable, and genuinely helpful. I felt supported and well-informed every step of the way. Highly recommend her services!

Excellent Communicator Offered professional advice regarding…read morea guardianship matter - was quite helpful in determining whether I would pursue such an undertaking. Would highly recommend.

Thank you nice people for helping my disabled veteran father on his upon death deed. Very…read moreprofessional service very fast prices are very reasonable. I couldn't recommend anybody else for any type of legal paperwork or real estate documents. With so many Shady people in this world it is a breath of fresh air to run into some people that actually are professional and care. You people are awesome thank you from your disabled veteran friends Stan and Stan.

We recently went through a refinance with Sal and his team. They are an exceptional team and made…read morethis happen quickly. Communication is nonstop and Maria whom he works with is on top of everything! We are customers for life!

Never done business with them, but working there must be a daily nightmare wondering if they're…read morejust gonna dump you by phone call like they did to someone I know. Hired on a Friday to start on Monday because of 25 years experience & knowledge of their software system. After 2 days of training & 2 days on the job (with strong compliments from new co-workers), FIRED BY PHONE CALL to hire back someone who begged their way back in after quitting 3 months earlier! How do you do that to someone??? I'II make my life's mission to discourage anyone to work with them. Customers need to know what kind of people they're dealing with

McKensy is such a nice guy! He helped us plan for the future and start getting things set up with a…read morerealistic plan. Would recommend for all you financial adulting needs that we tend to ignore till its to late. Life insurance, saving options and financial planning for retirement.

Looking for a knowledgeable adviser isn't always the easiest thing to find, but after being…read morerecommended to Mckenzie I was not disappointed. Having worked with a few financial advisers before I thought I knew what I was looking for but I found that was because I hadn't worked with an financial advisor with real talent before ( as I was previously led to believe ) . Mack Helped me set up a better plan of attack for both my business and personal finances. I Highly recommended him for both his ability and his communication skills, it's nice to feel like we can communicate as well as do business.

Marie doesn't do taxes. She makes MAGIC! She turns an often uncomfortable (and let's be real…read moredownright painful) experience into a pleasant time. She has a wonderful sense of humor and was a pleasure to spend time with. I have never been so happy to pay someone! She really is a treasure and gave me so much peace of mind in addition to giving me tips for the upcoming year. I'm grateful to have found her and will definitely come back!

Amanda is a highly knowledgeable tax professional. I am so lucky I found her. I highly recommend to…read moreanyone with personal or business taxes, as she helps me with both.