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Desert Crest Financial
- Financial Services
- Henderson, NV
About this business
Specialties Patti combines her years of experience in the institutional retirement market with the new and innovative independent client tools provided by Desert Crest Financial - a great relationship to foster the financial goals of clients.
Location details
50 S Stephanie St Ste 102, Ste 102, Henderson, NV, 89012, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 4:00 p.m. | |
| Tue | 9:00 a.m. to 4:00 p.m. | |
| Wed | 9:00 a.m. to 4:00 p.m. | |
| Thu | 9:00 a.m. to 4:00 p.m. | |
| Fri | 9:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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.
Patti Peterson offers superior service to all of her clients. She takes the time to determine exactly what your needs are, and builds a plan to reach your financial goals. She always makes me feel welcome and remembers the important details about me personally. I really like how she goes the extra mile when researching investments and traveling to conferences to keep up to date on what's available. I would recommend Patti and Larry to all of my friends for their knowledge and professional service.
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!
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. :)
Frequently asked questions about Desert Crest Financial
How is Desert Crest Financial rated?
Desert Crest Financial has a 5 star rating with 5 reviews.
When is Desert Crest Financial open?
Desert Crest Financial is closed now. It will open at 9:00 a.m.
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