Investing in Las Vegas, NV

“I have opened my SDIRA accounts with Preferred Trust for a few years. I have left a message today and got a call back from Alexandria quickly. She is very friendly and efficient, I was able to get the answer for my questions, and also received the form needed for the matter in a few minutes. Great company with great employees!”

“Christian was very knowledgeable and kind,He walked me thru the paperwork and answered any questions I had. I will definitely give his name to my friends and I will invest with Christian again. I trust Christian and his advice! Thanks Christian! Janet Olson”

“The team at Capella was amazing to work with. A couple things on the project did not go as planned and they were there step-by-step to help me work through it and ultimately get the loan closed and paid off. Could not recommend them more!”

“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.”

“I’ve been working with this office for financial advisement, as well as to set up and administer my solo 401k, for the past year and have been so impressed with their services. Joe provides excellent financial guidance. He’s highly ethical, is a true fiduciary and has a bunch of extra special certifications.

Jimmie in the front office has really gone above and beyond to get me set up with a great solo 401k plan, even though I waited til the absolute last possible moment— he got it done and got me on the books for the tax year I wanted, which resulted in a very nice tax deduction that I would have otherwise missed out on. I love the flexibility of my solo 401k plan, the rates are reasonable and they were able to set me up so the account fees are processed as a business expense (rather than just deducting them from the actual funds in the retirement account which comes out of the growth in the account, as most plans do).

I looked into Vanguard and Fidelity for solo 401k, and the rates/options were comparable, but working with Caldera is just so much better because they handle all of the complex paperwork and compliance issues for you, Joe helps you choose the best funds, and Jimmie takes care of everything else. They make it so easy and satisfying. You’d never get that level of service with one of those big companies!”

“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”

“We had the absolute BEST experience applying for our auto loan with Gloria! We applied online in the evening and the next day she was on top of it. We were approved same day with a great rate. She was so kind, knowledgeable, and efficient. 110% recommended to anyone! Thank you Gloria!”