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Finance Advising reviews in Las Vegas

Real People ~ Real Reviews ~ Real Results

  • From the first call, Randy was the consummate professional yet friendly. I've been using his services for over two months and already pleased with the results. He is willing to advise on other financial events unrelated to retirement funds. He keeps in regular contact with private quarterly calls. I couldn't be more pleased with his service!
    - Mark K.
  • I meet with Mr. Close and we discussed my options with my 401K. He was very knowledgeable and covered all options with me. And clearly answered all my questions. He then gave me options and time to explore them. I decided to roll over my account with his firm and have been satisfied with the process, the information provided, and the results.
    - Cheryl K.
  • We walked into the office and were met with a very professional engaging office manager/receptionist.   We did not wait any more than a minute or so before meeting with Greg Phelps.  Greg comes across very honest and caring while being professional and extremely knowledgeable.  He is not going to sugar coat but at the same time he is very clear and articulate with options and alternatives that will get you on the retirement path that is right for you.  The environment is relaxed and comfortable.  Not rushed.    

    If you are in the market for a retirement plan and/or need a honest smart investment manager than we recommend giving Red Rock Wealth Management a call.
    - Diane M.
  • I needed a Financial Planning company in Las Vegas to roll over my 401K. Stephen Close at Close Financial Services took the time necessary to explain all investment options and go over all of my questions and concerns. I was impressed with the amount of time and energy that was spent on working with me. I felt very comfortable and was pleased that did not feel high pressure sales. I was able to make the decision that worked best for me. Stephen did not charge an hourly rate and therefore I was able to save on my investment.

    - Caecie B.
  • I called Cooper/Coons for a free consultation visit. I set up a time, about a week out.  I forgot about the appointment, I felt so bad, but the receptionist was very friendly, and rescheduled for the next day.
    When we got there, Jeremy was ready to go over everything that I had questions about and then some.  He let me decide what I wanted to do, gave me the name of a financial planner/insurance agent, to get some more life insurance with, and started setting up the documents.
    Two weeks later, I came in and he explained everything in very clear detail, went over all the paperwork, there were a few changes that had to be made, and he took care of those.
    A week later I went to the office and picked up the completed notebook, complete with extra copies of papers that might be needed in the future, and everything was also included on a flash drive. 
    - Ramona S.
  • This company is OK. I would say their services are average. They do what they need to but they do not go above and beyond. I am content enough with their services. I just do not feel like I am necessarily treated like a highly valued customer all of the time.
    - JODY B.
  • We have had 3 planners in the past 3 years. This gentleman, Rick, is the only one who has followed through and the companies he recommended provide the information we need to verify a prosperous investment. We paid a nominal fee for the seminar we attended and it has been well worth the cost. Rick does business like it should be done. We are retired and as such have limited assets to invest and want to be comfortable in later years. We trust Rick to guide us in that direction.
    - WILLIAM S.
  • Matt made a painstaking effort to make sure we understood the process we were going through to establish our Living Trust. He was knowlegeable, professional and pleasant to deal with. He arranged to take care of the little nuisance items, such as informing our banks and financial companies. Highly recommended.
    - MARVIN P.
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    - Rose O.
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    - Emily K.
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Financial Advisors in Las Vegas

Companies below are listed in alphabetical order.

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