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”

“What an amazing experience we had with iQTAXX. What a professional company. Starting from the front desk all the way to the tax preparer, we had the most pleasant and professional experience. Everyone is on top of their job. Ani returned our call right away with the requested information and Krystal was absolutely amazing! What a smart lady! Thank you iQTAXX for your service. Highly recommend!”

“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.”

“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.”

“We have appreciated the tax assistance and feedback for improving our overall financial well-being. Staff is wonderful and Mark is a joy every visit! I look forward to many years to come.”

“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!”

“We have been with Rodney for several years and one of the best decisions. Rodney has helped us with our LLC and becoming an S-Corp. He is now helping us with employee paychecks. Rodney may not be the cheapest but worth every penny with his tax knowledge and business experience. Highly recommend as a tax accountant!”

“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”