Financial Planners in Las Vegas

“Jamee was patient, informative and extremely helpful. I would gladly refer her to someone. She is a AWESOME person to know when you are confused about money!!!“

“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 questions. The best first place to start if you’re thinking about retirement. No high pressure sales pitch just honest advice. Definitely start here.“

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“Very professional, knowledge introduction and guidance, all the way through whole process. Immediat answers to all questions and concerns.
I feel very fortunate to use Mark Frye's services.“

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“Great place for military members and their families to be introduced to financial planning and tools to build wealth!“

“Let's just get the record straight. While I excel at several skills, long-term financial planning and wise investment strategy are not at the top of my "brag sheet". My husband is far more knowledgeable but is appropriately busy with his business and career pursuits. Therefore, being driven by high standards, we diligently looked hard to find a company that would not only represent the integrity and wisdom that we value, but also one that we could solidly trust with our finances.Our diligence certainly paid off, as we can now call Whalen Financial not only our financial partners, but also friends! To me, relationships, customer service, and genuine care are characteristics that speak volumes, and I have never found a company that “speaks” these integral values more than Whalen Financial. When it comes to being greeted by Nancy, cared for by Dawn, led by Leah, educated by LeDawn, or advised by Andrew, we are always confident that our hard-earned financial capital is in good hands. I literally would not want to deal with anyone else when it comes to wealth management!“

“Hey Wynn is great! He can make financial matters easy to understand. He took a lot of the mystery and fancy lingo and put it in a clear and understandable way for me to be able to feel comfortable and confident in my investments.Highly recommend! What Wynn gives you is dedication, compassion, and he cares about you! Wynn is a trustworthy guy in a business of sharks.“