Nevada Financial Planner

Courtney is very professional and pleasant to work with. One of the best tax experts I've ever worked with. Highly recommend.

I would leave zero stars if it was allowable. I contacted PT&A to help me with an amended tax return. The process started out good enough. The tax professional Sonya and ... more

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 i ... more

Courtenay was great! Very knowledgeable, handled complex taxes with ease.

Easiest & most seamless tax season so far. Thank you so much Gabe for being knowledgeable & making everything so easy. I no longer dread getting my taxes done!

It's been great to have Zach as our financial advisor (for my wife and I). He's been nothing but professional, helpful, and easy to get ahold of. He is knowledgeable, and ... more

Greg is outstanding. Very knowledgeable, helpful and thorough about retirement. You can tell that he loves what he does and is eager to help and answer all of your quest ... more

Jon was so helpful and patient. I came in there completely lost and left feeling so much clarity on my taxes for not just previous years but also how to handle them bette ... more

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 i ... more

Kent Larson has worked wonders helping my Aunt. Thank you, Kent.

Kent Larson has worked wonders helping my Aunt. Thank you, Kent.

My experience here has been great. Jeremiah is always willing to meet and explain where your investments are at and suggest any changes. Very helpful. No pressure.

I have known Mike Peterson ever since I moved here from Pasadena Ca. eighteen months ago. We originally met through the Rotary organization. Mike is a true man of chara ... more

They are a great group of experienced professionals. Always there when you need them. They have helped support me as a trustee for our special needs trust and insure the ... more

Thank you Ryan and Kate for being so welcoming! Ryan is extremely knowledgeable in his industry and knows how to bring value to his clients portfolio. If you are looking ... more

The staff at Rhinehart & Associates works hard to do more than finances. Sheila engages current issues, concerns and news and brings actual news and information clients ... more

I was in Vegas to manage my Uncles passing. I found 2 policies in his paperwork and called "Andy" at Bankers. Although hard to catch in person, whenever I called, he an ... more

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 i ... more

I have been with Geoffrey for quite awhile. He is by far the best financial advisor I have dealt with. I am pleased with how my account is managed and the growth I have s ... more

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 i ... more

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 i ... more

I have been working with Mahesh and Strategic Wealth Design for about 10 years. They do work for us individually and with our business. Mahesh and his team are extremel ... more

Chris is a true professional and can help navigate and meet your retirement goals in this turbulent economy. If your looking for sound financial advice in the Reno area h ... more

Kyle Denison is well versed in all aspects of wealth management and retirement planning. We’ve been extremely happy with his skills and ability to answer our questions ... more

John has been super helpful through many milestones. He helped get us on the right track! Highly recommend!

This All American is simply the best! He is a wise and accurate mathematician within the securities industry; my money is with Steven!!

MIke, Jackie and their entire team are utter professionals when working with me and those I refer. They do a magnificent job, listen intently and act appropriately with m ... more

Troy is the best financial advisor I have ever met and worked with. His knowledge and expertise sets him apart from most of his competition. His ability to communicate ... more

David was very knowledgeable and easy to talk to. Highly recommend meeting with him if you have financial planning concerns or just want to learn more about it.

I am a lawyer in the community and have known Tatiana for several months. I would highly recommend Tatiana for your financial planning needs. Tatiana is not only down to ... more

Nice and friendly

Zach has been extremely professional and awesome to work with. His quick responses and willingness to get work done have been hugely appreciated. More people should work ... more

True professional with clients best interests

The best financial advisors in Vegas! Comprehensive financial planning, great staff and advisors, great location right off Summerlin Parkway. Investment advice is top not ... more