Financial Advising in Las Vegas, NV

“I’m still in the beginning stages of my credit repair, but I would just like to say that communication is awesome, I can call text anytime, thank you Mariam for your help, I noticed that even if Mariam is unavailable I’m able to talk to someone else and by the time she gets back to me my Concerns have already been addressed.”

“We are truly blessed with Whalen financial and corporation they truly have taken superb care of us and our financials would definitely recommend this group every single person in there we real?y really appreciate them they are on top of our every need we have referred many people and they have been also extremely impressed and still use them 5 star treatment from this group from the first meeting on especially Nancy ,andrew, and al , they treat you like family and treat your finances like their own with watching and doing the best 5 stars thank you”

“I’ve been with IQtaxx for over 14 years, and I honestly can’t imagine trusting anyone else with my taxes. Krystal has been my go-to tax preparer from day one—she’s sharp, professional, and always makes sure everything is done right.

She handles both my personal and business taxes, and every year, she makes a stressful process feel smooth and manageable. Krystal takes the time to explain things, answers all my questions, and I always feel confident that I’m in great hands.

If you want someone who’s reliable, experienced, and genuinely cares—Krystal at IQtaxx is it. I’m beyond grateful for the service and peace of mind they’ve given me for more than a decade!

— A Very Happy Long-Time Client”

“Due to the desire to be closer & "hands on" with a real "brick & mortar" financial investment firm? I ventured forth several years ago relocating here to Summerlin, Las Vegas, in seeking this type of service. I have been very satisfied with the firm; particularly with the women on staff who have each helped me in the past to get squared away and "look down the road of life" in determing financial choices. It is Ms. Bieniek I am writing about today, who has helped me substantially regain a better "hold" on my brokerage/IRA accounts after being both widowed and having several major life events occur. Debra was calm, serious and kindly direct if not wholly efficient and detailed. Most refreshing as you seldom get ALL those attributes with one person, or? -With those who have fewer years "tucked under their belt". She isn't a "tunnel vision" financial planner, on the contrary, she has peripheral "vision" and see's the 'big' picture. I had specifically asked for a woman because AS a woman, I value & appreciate maturity, and genuine LIFE experience. She didn't disappoint and she is a true credit to Charles Schwab in their quest to further embrace savvy consultants like her into the field of finance. I look forward to seeing Debra again...She is truly, "one of a kind" when it comes to dispensing both advice and information as the astute financial consultant that she is.”

“Always there to answer questions in a way that you can understand, the staff treats you like a member of their family. Aware of any and all changes that assure you the best possible accurate work product. One a scale of 1 to 10 they ate most definitely an 11.”

“Exceptional Service with a Personal Touch

I don’t usually write reviews, but my experience with Nevada Trust Company has been so positive that I felt compelled to share.

From the very first conversation, I was impressed by their attentiveness and professionalism. Navigating trusts and estate planning can be overwhelming, but the team at Nevada Trust made the entire process feel manageable—and, more importantly, personal. They took the time to really understand my situation and goals, never once making me feel rushed or like “just another client.”

What stood out most was their communication and responsiveness. Whether it was a phone call, email, or follow-up question, someone was always available and willing to help. I never felt in the dark or like I had to chase someone down for answers. That kind of consistent, proactive communication is rare these days, and it made a world of difference.

They combine deep expertise with a level of care that’s hard to find in the financial world. Every interaction was respectful, informative, and truly client-focused. I always felt like I had a partner, not just a service provider.

If you’re looking for a trust company that’s knowledgeable, responsive, and genuinely committed to your best interests, I highly recommend Nevada Trust Company. They’ve earned my trust, and I wouldn’t hesitate to work with them again.”

“Donovan and his team are absolutely wonderful to work with and provide fantastic service. They quickly processed my personal and business taxes and maximized my refund. Their responsiveness and patience made the process painless! I have used their services twice now and it has been enjoyable and easy both times. Absolutely top notch service!”

“Pyramid Financial Services has been a game changer for our business!

They helped us navigate some complicated business tax issues with incredible professionalism and clarity. Their team are superb communicators—always keeping us updated on what they’re doing and what’s needed from our end. I truly appreciate their transparency and patience throughout the process.

What sets them apart is the trust they’ve earned not only with our business finances, but also with my personal financial planning. I now rely on them for advice that goes beyond taxes.

If you're looking for a financial team that’s knowledgeable, reliable, and genuinely cares—look no further than Pyramid Financial Services!”

“This is a business based bank it's a $1000 deposit and you have to maintain $3000 in your acct to avoid monthly charges..you can walk up to the teller after being buzzed in and you have to buzz to get out too..the vault is open and this bank has very calming music playing I loved the experience”