Financial Advising in Las Vegas, NV

“Excellent professionals, my credit score was very low and in a short time it has been restored to important levels!!
I have recommended them to other friends and the experience has always been positive.
Thank you!!!”

“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”

“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.”

“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.”

“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.”

“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!”

“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!”