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!!!”

“Let's just get the record straight. While I excel at several skills, long-term financial planning and wise investment strategy are not at the top of my "brag sheet". My husband is far more knowledgeable but is appropriately busy with his business and career pursuits. Therefore, being driven by high standards, we diligently looked hard to find a company that would not only represent the integrity and wisdom that we value, but also one that we could solidly trust with our finances.Our diligence certainly paid off, as we can now call Whalen Financial not only our financial partners, but also friends! To me, relationships, customer service, and genuine care are characteristics that speak volumes, and I have never found a company that “speaks” these integral values more than Whalen Financial. When it comes to being greeted by Nancy, cared for by Dawn, led by Leah, educated by LeDawn, or advised by Andrew, we are always confident that our hard-earned financial capital is in good hands. I literally would not want to deal with anyone else when it comes to wealth management!”

“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!”

“last week I drove my parents to the N. Town Center office. As my parents are in their 80s, I am of course protective. I was to say the least, amazed at the attention and help they received from Tori Obermiller. She was extremely professional and asked enough questions to understand the changes they really wanted to make to their accounts. She went above and beyond in my opinion and demonstrated what real customer service should be like. I am very impressed with Charles Schwab and very grateful to Tori for treating my parents in the manner she did. Thank You”

“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!”