Las Vegas, NV Financial Consultant

This place has become my go to for all things mailing shipping etc. Anything to do with the mail gives me anxiety however the owner and staff always are welcoming and pat ... more

Excellent, honest, thorough. Staff is efficient and very nice.

Yunna Cheung has been our financial advisor the past decade and my wife and I are very pleased with her service. She genuinely cares about her clients and is in constant ... more

Kate made the process so easy, from finding an IRA to connecting it to funding to choosing quality investments.

Positive: Professionalism, Quality, Responsiveness, Value

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

Waiting to here back from them if they can find me an investment group or private investors to invest in a 32million dollar kosher beef plant

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

Anita has serviced our Edward Jones investments since they were transferred from another financial entity. We soon found her methodology to be one of utmost customer car ... more

I have known richard for years,he is the very best in his field,would highly recommend his services,

Jeramy is a great Financial Advisor who will explain all of your options and help you chose the best investments for your situation and goals. He's friendly and knowledge ... more

Jim has been my financial advisor for over 25 years. He is much more than my advisor -- I consider him to be a very close friend and more like family. He has helped me ... more

We started using Provident Payments to improve the way that our business did e-commerce and we have been able to save so much compared to our previous payment processing ... more

We never heard from the Loan Officer after first email communication. We spoke via email with the Processor whom was hit or miss on communicating and asked the same quest ... more

Everyone in this office is super friendly and helpful. I am so happy that I have an Edward Jones Account with an honest and hardworking agent in Las Vegas. She has been a ... more

Waiting to here back from them if they can find me an investment group or private investors to invest in a 32million dollar kosher beef plant

After not getting any straight answers from my lender and the department of education, I searched for someone who could help. I found Documents Done Right online, and I r ... more

Robert is very knowledgeable, professional and very efficient. Great service.

Insurance pushers with bad customer service. My personal experience was with one of UniRets lead advisors. In my opinion, these are insurance salesmen, not financial advi ... more

Marty is savvy about the world of investments and the security requirements for older investors. Moreover, he cultivates an easy conversational rapport with his clients. ... more

Working with JFDI has been an incredible experience and I couldnt recommend them more! Amir, Long, and the rest of the team are super helpful with all of our bookkeeping ... more

Absolutely the best!!!!!

Our business has used this company since 2002 and have always had quick assistance with anything we need! They are always making sure we have required updates, products a ... more

Lynnda, Alisza and Alex were so awesome to work with! They made this process extremely stress free, understandable and efficient. Lynnda was very responsive and checked i ... more

John was very helpful and made the process simple to understand those terminologies that one is not familiar with.

Robert is very knowledgeable, professional and very efficient. Great service.

Do not put your money here, unless you want to give your funds away faster than at a casino. You can expect your investments to drastically underperform by inept managem ... more

OnTrack Financial is an excellent resource for any size business but is especially adept at providing support for small business, they set up and customized the program t ... more

Joseph helped me understand both disability insurance and term life insurance. He also assisted me in applying for both those services. Plus, he's just a nice guy.

Matt and Zac are great!

Quality of service was excellent, professional, I really which as a senior, that the world could respond like this company AGAIN THANK YOU.

Cameron was great and was very patient when diving deep into the details. He answered all my questions and provided my family with personalized guidance for our financial ... more

Shirley Robles is the most helpful life insurance agent I have ever dealt with. She is honest and up front with you about everything. She is definitely someone that ca ... more

I don't have a large account but Pat consistently has gone the extra mile for me. I recommend him highly!

Patricia is a gem, al my pos charges vanished .

Great Asset Recovery company with an Industry best database.

They are true student loan experts, operate ethically, and have great customer service. Pretty tough to find that combo !

Personnel at White Griffin Capitol are very courtious and professional. They answered every question I had and assisted me in establishing business credit for my fledglin ... more

Highly recommend Wellness Pro Funding for your business funding needs. Chris and his team go that extra mile to help you get the best funding available with the best term ... more

Absolute pleasure working with Kurt and Michael! Thank you both for your professionalism and staying in contact with us throughout the process. Highly recommend working w ... more