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    Merrill Lynch

    2.3 (3 reviews)

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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!

    Charles Schwab

    Charles Schwab

    (15 reviews)

    Anthem

    We have been with Charles Schwab since the 80s. Yes over 40 years. I believe that this loyalty…read morealone is a testament that I believe Charles Schwab is an amazing Company. What have I learned from Schwab over these years? First and foremost is research. Then Patience. And Finally approximately when to sell. My wife and I for many years made most of our stock choices. For the past few years, We are of an attitude that we need assistance to confirm our decisions in managing our portfolios. Our Schwab Broker of several years, Dave Humphrey made a point of knowing our investing style and offers his recommendations with justification. We both listen to each other and my wife and I feel very comfortable with Dave as a partner managing our Schwab Portfolios. Also, a sincere thank you to Alexa. She has been most helpful over these many years. She is definitely the backbone of the Henderson office. We look forward to being with Schwab and Dave for another many decades!

    The staff @ the Soquel office is so helpful & courteous. I moved out of Watsonville to Norh Las…read moreVegas & needed money from my retirement account for moving expenses; This also happened when Microsoft glitch shut down many businesses & banks. Schwab couldn't do money transfers for a few days; however, the problem was fixed & the moves were paid 1/2 of the cost when they arrived to pack up the truck for Vegas. That was a relief considering I hired a moving company from North Las Vegas & the extra moving expense of 3 of them hotel, food, etc. would have been a lot. Thanks Schwab for getting me moved on time!!

    Merrill Lynch - investing - Updated August 2026

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