Best property management in las vegas Took care of me and my…read morefamily Adi was so nice to us!!

As a fireplace service company, we are fortunate to work with many property managers in town. One…read moreof our favorites is the Mor group! We truly appreciate their organization and kindness when booking jobs for their tenants or personal homes. Erica, Abigail and Adi are phenomenal to work with! We highly recommend their property management company.

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!

After a horrible experience with our previous financial advisor my husband and I were very…read moreconcerned about trusting someone with our investments again. Darla has proven that there are good people out there. She is as genuine as they come. She has her clients best interest in mind at all times. She goes out of her way to make sure you understand all your investment choices and feel comfortable with those choices. She has the patience of a saint and will listen to any concerns you might have. We can honestly say we would recommend her to any of our friends and family without reservations.

Darla was an amazing help. Her intentions are genuine and to truly help people in their best…read moreinterest. Very friendly and a great listener and gives the best honest advice. Thank you so much.

Kayla was very professional and friendly easy to talk to and the staff was awesome my wife and i…read morehad a great Experience we will use them every year!!

My elderly aunt passed away and I was named trustee of the estate. It was a complex trust with 24…read morebeneficiaries. Mr. Sherman met with me for 45 minutes or so and explained what needed to be accomplished and the best way to do it. The price he quoted me was 1/3rd of the amount quoted by a recognized accounting firm. Mr. Sherman's office completed my aunt's final tax return, calculated and mailed out all 24 1099 forms for the beneficiaries and provided copies of everything to me. He provided an audit representation guarantee that I did not need - but was good to have as an assurance. I do my own taxes using tax software, but will definitely go to Mr. Sherman when I no longer can figure it out myself - and I am reaching that point! He has competent associates in his employ and I have no complaints.

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!!

I'm an unfortunate victim of the TDA buyout that got forced into this shit show of a company. It's…read morebeen nonstop problems since day one. I received calls/emails from someone at this office that I didn't know. I asked him for a list of who all the account managers were so I could review. He ignored my request and continued to bombard me, so I blocked his emails and phone calls. I'm out of here as soon as I have time to research options. Their online and phone support is just as bad.

Their customer service is exceptional. They keep on top of your portfolio and schedule regular…read morereview and update meetings multiple times a year to make sure you are on track and to advise of other investment options that may help us reach our goals. And their response time to any question is also great.

These guys get to know us and look at my entire financial picture. This leads to better decisions.read more

I've been using BMS Financial Services for quite a few years now. They do my income tax every year…read moreand I am completely satisfied with their service. Highly recommend.

Best place to get your taxes done! They treat you like family. They always take care of us!read more

Went to the branch today for a withdrawal. It was busy. The MSR was Margaret and she was great!…read more Even though it was really bust on a Saturday she was very professional!

Terrible experience with them. The lady signed me up trying to make it seem like everything was…read moregreat with them. Put $7k in there. Next day they put my account on a freeze. It didn't make any sense. I was LIVID!!!! Because how are you going to tell me when I can and can't get my money without any explanation?!? It took me 3 days to list segue with these people to get anything out of my account. I do NOT recommend them!!! Because they had no explanation on why they did what they did. How do you guess put my aunt on a freeze the following day opening an account?? AND I was reeling to buy a car with MY money and was on a time limit. I was so upset, I had to talk to someone in order to just get my funds. Took my money when I got the chance and went to a different bank

This is my first try at investments. Tina made it a great experience for me. She helped me to…read moreunderstand risk and why balancing risk is important. Edward Jones has an impressive amount of education and help for those of us who are not professionals. Five stars!

From the owner: Making Sense of Investing…read more Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I have personal experience with this tax service. Easy to deal with and GOOD prices. Nobody likes…read morepaying taxes but knowing I'm not paying TOO much is important to me. Thankyou JFR, you save me money every year!

From the owner: JFR Consulting Group is a leading professional in the income tax preparation industry. JFR…read moreConsulting Group has been in business for years and is located in Henderson, NV. JFR Consulting Group offers various types of income tax preparation service, including all-encompassing tax services for individuals and/or businesses. JFR Consulting Group is your number one booking services provider and we always works with caution and perfection. To help manage taxes for your business, a variety of services are offered for your convenience. Individual income tax preparation can be a very stressful and confusing period. While there are countless tax software services to choose from, for your personal use at home, they still do not fully answer every question that you may have that pertains to your specific situation. When a problem is encountered, who wants to call an 1-800 number to ask an important and confusing question to an anonymous person who you've never even met before? It is so much more