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.

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.

Redrock Wealth Management has been nothing less than amazing to me. I had the opportunity to work…read morewith Greg and Seth. They have both helped me tremendously on making smart investment decisions. I was with another brokerage for four year and I learned more in my hour consultation with them than my past advisor. They are very patient and broke everything down to it's simplest form to help me understand my investments. I can definitely tell they have their clients best interest at heart. I would recommend Redrock Wealth Management to everyone interested in investing.

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.

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!!

I submitted my credit card debt and paid to automatically withdraw from my bank on Friday, but I…read morerescheduled my first payment. Days before my payment I emailed C. Ladd needing to cancel that payment due to current events. I got no response. Walked-in prior to that payment and was told to pay again for service. I spoke with a supervisor and she said that I canceled my service. I pointed out what I wrote in the email to Christina, which said I felt I was drowning in debt. -I reached out to family and friends for money so I could make that payment for Friday and I left feeling so hopeless and saw no empathy.

I visited CCCS (or now Financial Guidance Center) to attend a home buyer class. Everyone at the…read moreclass was very professional and full of information. On that note all staff that I worked with were very courteous to me and provided all of the information I requested. Unfortunately for me one of the programs I wanted to use (WISH) decided to deny me 2 weeks before closing on a home due to an issue that was brought up at least a MONTH prior. That blew me away but that is not the fault per se of CCCS as they were just the middle man in the application process. Either way I would recommend CCCS to anyone who needs to attend a HUD home buyer class.

FACT Advisors and JP ~ A winning combination to say the least. I've been searching for top level…read moreCPA's for a while and JP & FACT Advisors hit the mark! Highly efficient, thorough and stays on top of everything. Their systems they have in place ensure there are no chances for anything to be left to chance. If you're looking for a CPA partnership, look no further! Thanks JP! Looking forward to the successful partnership

Seriously can't recommend FACT ADVISORS enough! They handled my taxes this year and got me WAYYY…read moremore back from the IRS than I was expecting. The whole process was super fast, super easy, and the communication was great the entire time. I never felt confused or left hanging--everything was handled quickly and professionally. This is coming from someone who works in finances and came from the chain H&R Block. If you want your taxes done right (and want the biggest return possible), definitely hit them up!

Great team! Fast, accurate, and they really care…read more Heard a lot of great things about them on Google and Yelp. They didn't disappoint.

In 2018, this place charged me hundreds of dollar for a simple tax filing. . Single, no kids, no…read moreproperty, no stocks, just a simple filing. Now I fax my w2 forms to a tax firm in California and pay only $70 for direct deposit. I can't support these businesses in Nevada for tbeir gambling problems

His firm asked me to bring tax returns and investment account statements to a scheduled meeting. I…read moresaved PDF files on a USB memory device along with 2 spreadsheets with my financial plan. He refused to review the files stating security concerns about thumb drives. He should have an inexpensive computer not connected to the internet to view files without concern about compromising an important computer or network. It is unreasonable to expect a prospective client to print approximately 200 pages of material. Because he refused to view my files he spent the time during the appointment asking me questions about what was in the files. It is not a reasonable expectation that I should have all the data memorized. He was arrogant and argumentative. He had no interest in discussing my financial plan. He only wanted to intimidate me into utilizing his services with claims that I was in financial danger.

I have known Brad Zucker since moving to Las Vegas from Oregon for retirement purposes. I…read moreparticipated in a financial seminar led by Brad and I was very impressed with the presentation and its purpose. Brad came forward as a honest well meaning person who had his clients welfare at heart. I initially invested a for me small amount in order to get the feel of Safe Money. One year later I entrusted the bulk of my investments to Brad, who never at any time was pushy as I read in one of the comments. I am very happy with the way my investments are doing because, even though I have not needed to draw from my investments, I feel that the accrual will allow me a comfortable retirment when and if I need any money. I know that a lot of seniors are targets for scam artists and even though I am 85 years old, Brad has always been transparent. Thank You