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    Danielson Financial Group

    5.0 (1 review)
    Open 8:00 am - 5:00 pm

    Services - Danielson Financial Group

    Tax planning

    Audit and conflict resolution support

    Current year tax preparation and filing

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    Recommended Reviews - Danielson Financial Group

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    11 years ago

    Michael Carpenter is awesome, great advice up to date, professional. 5 Stars service great staff

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    Legacy Wealth Management Group of Las Vegas - Legacy Wealth Management Group.  Greg Feese, CRPC® Financial Advisor, Donna Deluca Client Relations Manager, and Mark Bailey ...

    Legacy Wealth Management Group of Las Vegas

    (6 reviews)

    Southeast

    Dealing with finances and learning about the different insurances, and future planning stuff is…read morehard. It's just something you study a ton, or hire a guy like Greg to handle for you. I chose to run with the latter, and it's been awesome. Greg has been helping me manage all kinds of stuff from my IRA, to life insurance and a few other things. He tells me what I should get, and what I should stay away from and I don't have to worry about dealing with any of it. I've recommended his services to my friends and family, and I recommend him to you too!

    Called to speak with a financial advisor regarding a large estate, and was berated by Donna…read moreDalucca, who after I told her to not insult my intelligence, instead of apologizing she hung up on me. I called back to report her and speak with her supervisor and she said she could hang up on whomever she wants and that her supervisor "Greg" was not in. Donna DEMANDED my phone number, but certainly I did not feel comfortable providing it and told her for security purposes I did not want to give her my number, so she hung up on me again. Sadly, Donna does not realize that the receptionist can have a lot to do with running people away from a business and profits failing. I will research to discover what governmental entity is over Financial Consulting Agencies and file a complaint, as I was unable to conduct business due to Donna's unprofessionalism, bad attitude, her sheer rudeness and her yelling and berating me. Donna needs to learn how to treat people and a telephone etiquette course for sure!

    Concierge Credit Solutions - Cam Reynolds

    Concierge Credit Solutions

    (5 reviews)

    Anthem

    So, my situation is a little different from most. My credit wasn't in shambles, and I wasn't trying…read moreto buy a house or finance a car--I was simply someone with decent credit who wanted it to be excellent. Less than a year ago, I had a collection account from a closed line of credit, a charged off credit card and a few late car payments on my report. My main concern was the collection--I honestly wasn't too worried about the other items, but Cam recommended taking a holistic approach. Instead of focusing on just one issue, he suggested addressing everything at once. Several months later, my credit reports with all three bureaus are clean and clear, with all negative items either removed or updated to positive. Whether you're working to repair bad credit or you have okay credit and want to elevate it to excellent, Cam is the person to call. It's a process, and it doesn't happen overnight--but he delivers results. I truly can't express enough how much he's done for me.

    This is a follow up to my first review and I stand by it and Cam! Cam has stuck by us during the…read moredifficult time of getting a REFI going, helping us find the right people to get the loan successfully through the process from all the "gory" details of listing debts, getting the right people - in this case, Charity Maupin senior loan advisor of New American Loans, to take this somewhat difficult ReFi across the finish line to the Signing yesterday. Cam made it a point to be there to introduce himself and to watch over the proceedings. If you have credit issues, Call Cam!

    Red Rock Financial Services - Hire a specialist! Near you today.

    Red Rock Financial Services

    (36 reviews)

    Southeast

    I know collection agencies don't always have the best reputation, and it's not an easy role but, I…read morewanted to take a moment to recognize Stephanie at Red Rock Financial. I'm currently helping my mom navigate a situation from out of state, and Stephanie has been incredibly helpful throughout the process. She's taken the time to clearly explain everything, communicated with both of us with patience and kindness, and made sure we fully understood what was owed. While I may not agree with all of the charges, that's separate from the service she provided. Stephanie handled everything professionally and with genuine care, which made a stressful situation much easier to manage.

    Red Rock financial is a predatory Collection agency and absolutely does not follow NRS guidelines…read moreas required by law. They are deceptive, rude, non caring, highly misrepresentative and manipulative, use threats, and I cannot put In this rating what I really think of them. Denies your rights under NRS guidelines Will not listen to you at all, delivers threat's to try to manipulate and scare you and absolutely does not listen to anything you have to say. And they record their calls but I wonder if they really do because their recordings will certainly hag them. But that is OK. And if you have to make a payment you are not allowed to come into their building You have to drop your payment off and put it in a box outside of their Building So, you do not get a receipt, time or date stamp that you were actually on time to made your payment. And I ask for an itemized copy of what they said I owed and all THEIR fees-and was denied. That is totally against NRS116. I have every single word written down Verbatim. All she had to do was email it to me. Simple. , Going to go to battle with them so give me some good energy folks. I will not let them tear me down. 09/16/26 Joanne

    Universal Retirement - Traveling in retirement? Guarantee your travel money.

    Universal Retirement

    (12 reviews)

    Insurance pushers with bad customer service. My personal experience was with one of UniRets lead…read moreadvisors. In my opinion, these are insurance salesmen, not financial advisors. I don't believe these agents are fiduciaries and therefore not obligated to work in your best financial interest. My agent was very attentive, until he sold me a product. After realizing the product he sold me was not what I originally asked for, I attempted to reach out cordially via email, his assistants, and through his business cell. This was months ago with no reply since. I wanted to convert a pension into a Roth IRA and was looking for advice on how to accomplish this and what to invest it in. The agent contacted me through my pension provider, so he seemed like a credible advisor. The agent rolled my funds into an annuity instead despite this not being at all what I asked for. At no point were the terms, risks, fees, penalties, or caps of this contract clarified to me verbally. It also was not explained to me that annuities need to sit for decades to see any gains. Written contract was incredibly confusing jargon. I did not fully understand the product. I asked for clarification that this was a Roth IRA and not an insurance product. Why would I need to pay for a tax deferral through an annuity when I would've already gotten that benefit through a Roth invested in stocks/mutual funds? I was told not to worry, that this was my best option, and I was urged to sign so we could move forward. Looking back it feels predatory and shady. Then he began trying to sell me indexed universal life. Majority opinion from anyone who doesn't have a commission to be gained from selling such a product will tell you this is a bad investment for a 23 year old with low income and no dependents. When I raised suspicions he assured me he was not trying to sell me life insurance despite that being exactly what he was doing. I lost a pretty penny due to the surrender penalty trying to get out of the 10 year contract with the insurance company. The annuity was barely earning anything. Clearly not the best option for me. Never once did I mention that I was interested in an annuity. I very clearly communicated I wanted a Roth IRA, and my agent (in my opinion) chose an account that wasn't suitable for me because there was a commission to be gained for him. Then he didn't even have the integrity to respond to me when I reached out seeking clarification. Even if you are looking to purchase an annuity, I suggest you look elsewhere where they are more trustworthy. Don't allow these people to play games with your hard earned retirement

    James is professional and knowledgeable. He has presented to our staff and has never been "pushy."…read moreWe love his enthusiasm and expertise!

    Danielson Financial Group - financialadvising - Updated September 2026

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