8:30AM - 7PM
375 N Stephanie St #2212, Henderson
Investing
8:30AM - 5PM
2245 Village View Dr Suite 170, Henderson
Investing
“20250915 First time needing to visit our local office and Matthew Welsh in the reception was awesome! He helped me get my asset transfer papers populated and printed and all I had to do was provide him my wet signature and eTrade’s latest statement and viola! Transfer initiated! Grateful for the professionalism and great customer service. Thanks, Matthew! THIS is why I’m transferring my full account over to Schwab ??”
8:30AM - 5PM
2225 Village Walk Dr #199, Henderson
Investing
“Was able to stop by 4/21/26 to deposit a check into my account. I was immediately greeted by a wonderful lobby with a nice and modern decor.
Before I was even through the door I was greeted by a member of their banking team who immediately went to work getting my check deposited. I treated myself to a mocha from there coffee machine and within 5 minutes my deposit was done and the gentleman was able to answer questions about a stock split that had just happened with one of my investments.
I think the negative reviews are from people with a chip on their shoulders who have no patience and no sympathy to their fellow man. I will be coming to this location for all my future investment deposit needs.”
“After a horrible experience with our previous financial advisor my husband and I were very concerned 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.”
“Jill was incredibly patient, thorough, and knowledgeable while helping me with my taxes. She took the time to explain everything clearly and gave us valuable insights on how to make the most of our rental property. Highly recommend her expertise!”