Financial Advising in Las Vegas, NV

“My name is Dias , Boss credit team helped me to improve and elivate my credit score and wipe off some collections debates from my credit history ,Mr Eric and his team are amazing team to work with and I recommend Boss credit to all my friends and family member's !
Thank u Eric and boss credit team”

“I have worked with Mark and his team for the past few years. The experience has been life altering, guided and expert advice on my business structure and personal tax position. I have never felt in better hands.”

“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”

“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”

“Consistent and reliable services. As a business owner this is important to have so that I can focus my energy on other tasks. Before working with Provident Payments I would constantly worry about my previous payment processing company. I'm now paying for a reliable, peace of mind service that works just as you would expect. Great job Provident!”

“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.”

“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.”

“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!”

“Short version for folks in a hurry: Tanner and his team are first rate professionals with a respectable and in-depth wealth of financial knowledge. I learn something new and unexpected with each visit.

Long version for folks with a cup of coffee and a few minutes on their hands.... I've been a client for a year and a half now. I'll admit I initially signed up for the presentation just to get the free meal, but Tanner and his presentation resonated with me. I found myself paying more attention to his suggestions and observations than the food, which was excellent.
Retired military with an additional 15 years of overseas contracting under my belt, I was pretty happy with my retirement portfolio before Tanner. I am even MORE pleased with my portfolio after getting onboard with Tanner and his company. My money continues to grow and beat the conventional market indices, is better diversified and protected against losses, and the portfolio as a whole is creating a smaller tax footprint as well. Tanner is a fiduciary, and is personally vested in the success of my account. I call him Tanner, and he calls me Erik because we are not letters and numbers to each other; we are people. It's a refreshingly nice touch to have this guy running overwatch on my retirement success. He truly is a world-class financial mentor.

Lastly, if you look around the Internet you'll find good and bad reviews for everything under the sun, and Wells Capital Group is no different. I did a fair amount of research before signing up with Wells Capital Group. My observations are that the majority of the negative reviews are from folks in India who got swindled by a person with a very similar business name (Wells Capital Investments). Tanner and his company are not licensed to do business in India, and the bad press from India is NOT a reflection on how talented and insightful Tanner truly is.”

“I had a very unique tax situation this year and Rodney went to the ends of the earth to make sure I filed correctly. Very professional and motivated CPA. Highly recommend”

“Have been working with Zachary Zouflay for a little over a year now, he has helped us navigate our finances, understand money, and plan for the future. He helped put us in the best financial standing we’ve ever been in and is very accommodating when needed. 10/10 recommend!”

“I've had an account with TIAA for a long time. The company used to be known as TIAA-CREF, and it was the largest administrator of institutional retirement plans for universities and colleges. In recent years, they dropped the CREF name and changed to TIAA Financial. They also started marketing to the general public, offering the usual stocks, mutual funds and proprietary accounts to all. The aggressive marketing led them to recently establish an office in Vegas, on Howard Hughes Pkwy staffed by, it seems, by one person, Ari Faneuil. He reached out to me and invited me in for a complimentary consultation. It was an amazing experience. I'm going through some rough times rightnow, and Ari spent two hours with me, asking questions, gathering information, and mostly just listening. I can't say enough about how pleased I was with this in-depth meeting; the part about "listening" was so needed and appreciated. He followed up with a call the next day, giving me information on how to better secure my account, and will follow up again in a couple of weeks to present a more complete picture of my financial situation. The company has done well for me in the past, and Ari is the icing on the cake. Highly recommended!”

“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”

“Nice, super clean, and fun to see the Knights practice! Everyone's really friendly, and also they have skating lessons and different types of events for people who are interested in learning more. Go Knights!”