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“I have done a couple of deals with Kate and Ignite Funding and have been very pleased with the whole process. At first it is intimidating but Kate and her team are awesome to work with and guide you every step of the way. If you have cash on the sidelines, give them a call and learn what Ignite is all about and if their investment opportunities are right for you and your financial situation.”
“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!”
“I would like to voice my partner's and I appreciation for CCCU SW Branch, especially Stacy, and the crew who went above and beyond to assist us in opening an Estate Account for probate. We realize that we are amongst the first estate accounts that were created under a new policy. Stacy's knowledge and professionalism has assisted us in so many ways, especially during a stressful situation. We would like to commend CCCU for their fantastic service, thanks to Stacy, and for all the fabulous employees they have with excellent customer service skills and true kindness. We are very happy to be members of a good credit union. According to many macroeconomists, it's better to be with a credit union than banks with billions of dollars of unrealized losses and the FDIC unable to cover everyone's capital.”
“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.”
7:30AM - 5PM
5771 S Fort Apache Rd Ste 130, Las Vegas
Investing
“Joe Caldera is the ultimate Financial Planning and Management. Meeting with him in person is a pleasure, he helps you build a foundation and listens to your goals, then provides lessons and resources to make sure you meet those goals. This is not an AI generated review - I am speaking from personal experience. I never felt that Joe was pushing me or trying to sell me, I came away with the wonderful feeling that he really cares about each and every individual he meets with. He even makes free resources available to you, whether you use his services or not. He is also one of only I believe five people in the United States that has a particular license, and his multiple certifications are impeccable. Even if you already have financial planning in place, even if you could care less about your financial planning, even if you're 18 years old and don't even know what financial planning means, do yourself a favor and call Joe Caldera at Caldera Wealth Management”
“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!”
“Very friendly employees, knowledgeable, helpful, and great attitudes. I like going back and visiting with the helpful clerks, and tellers. The girls there, and the guys are always friendly, and answering my questions, and very professional, etc. Thank you everyone at CCCU!”
9:00 AM - 5:00 PM
3800 Howard Hughes Pkwy, Las Vegas
Investing
“This has been one of the most pleasant time at any wells I've ever been to. Ashley helped with all my transactions and stapled all my receipts together and was so friendly and professional ! The other staff members were welcoming as well! Fast and efficient service too !”
9:00 AM - 5:00 PM
8190 W Sahara Ave, Las Vegas
Investing
“I just want to say thank you so much for everything Malissia I appreciate you so much for taking the time and being so charismatic and professional. Best Banker Appointment ever experienced thank you for the impact and care you had given us today.”
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“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!”