Desert Crest Financial

Name: Desert Crest Financial
Address: 50 South Stephanie Street, Henderson, NV, 89012, US
Telephone: (702) 979-3699
Price range: $$$
Rating: 5

Desert Crest Financial: Clear, knowledgeable guidance for your financial future

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››››Desert Crest Financial

About Desert Crest Financial

Desert Crest Financial provides financial planning and consulting in Henderson. Clients praise Stuart for knowledgeable guidance and Patti Peterson for attentive, upbeat service and practical retirement planning. Reviews describe a proactive approach that helps clients clarify goals, create actionable plans, and move toward secure futures.

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Location

50 S Stephanie St Ste 102, Henderson, NV 89012, USA

Business Info

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(702) 979-3699 www.desertcrestfinancial.com/

Services Offered

Retirement Planning

Customized strategies to ensure a secure and comfortable retirement, including savings plans and investment advice.

Financial Advisory Services

Personalized financial guidance covering investments, budgeting, and goal-setting for individuals and families.

Investment Management

Expert management of investment portfolios to optimize returns and align with your financial objectives.

Real Estate Investment Consulting

Unbiased advice on real estate investments as part of a diversified financial plan.

Financial Goal Planning

Comprehensive planning to help you achieve short-term and long-term financial goals with actionable steps.

5.00 · 4 reviews

Overall rating

Matthew McArthur

via Google

· over 3 years ago

Stuart at Desert Crest Financial is great to work with when planning for your financial goals. He's very knowledgeable and provides great counsel. Would highly recommend.

Kelly Roth DANCE

via Google

· about 7 years ago

Matthew Kammeyer

via Google

· over 11 years ago

As a real estate broker in the Las Vegas valley, I run across many professionals and many lack the service and care that I know Patti and Williams Financial possess. Most financial advisers would try to keep every dollar in house so that they make money on it. With a recent mutual client, Patti actually recommended the client buy real estate for her unique needs. I was floored. In my other correspondence I have always encountered an upbeat and knowledgeable Patti which is refreshing in my world. :)

Melissa Elmer

via Google

· over 11 years ago

When we sat down with Patti Peterson to go over our finances, she helped us see how when we retire we would be in a world of hurt. She helped us come up with a plan, and execute that plan. We are in the baby steps of that plan but we are making progress and are secure that under her watch we will be able to enjoy our retirement when the time comes. Thank you Patti for knocking some sense into our lives!