Reviews of Redrock Wealth Management (Financial Consultant)

Ken McGlamery

Greg is very honest and willing to help you reach your financial goals, not his. Trustworthy advice from someone who really knows the industry and has your best interests at the core of what drives him; integrity and excellence. Very happy!

Steven Sharp

I was impressed with their honesty and professionalism. Mr. Phelps advised me on my road map to retirement and gave me alternate options rather than just taking our our money and running. My wife and I will be clients for life.

Donnalyn Wasano

Greg Phelps of Redrock Wealth Management is our financial advisor and consultant. Greg is extremely professional and has helped us make many decisions regarding our present and future financial plans. He is very easy to communicate with and responds immediately to all of our questions and requests. If Greg has a concern about our investments, he immediately contacts us with information and suggestions. We are very confident that he is truly looking out for what is best for our future. I would highly recommend Greg Phelps of Redrock Wealth Management.

Ken McGlamery

Greg is very honest and willing to help you reach your financial goals, not his. Trustworthy advice from someone who really knows the industry and has your best interests at the core of what drives him; integrity and excellence. Very happy!

Steven Sharp

I was impressed with their honesty and professionalism. Mr. Phelps advised me on my road map to retirement and gave me alternate options rather than just taking our our money and running. My wife and I will be clients for life.

Donnalyn Wasano

Greg Phelps of Redrock Wealth Management is our financial advisor and consultant. Greg is extremely professional and has helped us make many decisions regarding our present and future financial plans. He is very easy to communicate with and responds immediately to all of our questions and requests. If Greg has a concern about our investments, he immediately contacts us with information and suggestions. We are very confident that he is truly looking out for what is best for our future. I would highly recommend Greg Phelps of Redrock Wealth Management.

Ron Ortiz

I have been working with Red Rock Wealth Management for over 10 years. They have always been extremely client-focused and have delivered exceptional service every time I needed anything. They have produced consistent returns and done a superb job navigating through the tough economic trends in the markets. I highly recommend Red Rock Wealth for anyone considering a long-term financial advisory firm you can trust and believe in.

john lockwood

We turned to Red Rock Wealth Management after several years with a certified financial planner who did not have a fiduciary responsibility, a very expensive lesson learned. We are very pleased with the professionalism of Greg and Jeremy. We now have a roadmap for retirement and a clear picture of our financial situation. Their process is thorough and both were easy to work with, helping us plan for the future. Follow-up, returned calls and an informative newsletter are part of the services provided. Highly recommended.

Carol Ruegge

Red Rock Wealth Management is a family run business that has nothing in mind but to do the best for you. They work hard learning your future goals so they can give you the tools needed to make sure your future goals become reality.

Debbie Workman

We have tried many Financial Advisors before we were fortunate to find RedRock Wealth Management. Greg and Jeremy have secured a detailed and well planned path for us to follow in able to enjoy a happy retirement. They are superb in responding to emails should you have any questions or concerns. We stay in contact via email, phone and go to meetings as we now have retired to the Pacific Northwest (our dream retirement location). I would recommend RedRock to everyone that is sincere about their financial security and well being as each plan is customized to each individual.

angel

My first point of contact was Mr. Phelps. I immediately sensed that he cared because his responses to my inquiry were welcoming & accepting. True to their company’s Core Principles. Then I had my consultation with Mr. Murray. It was educational & informative. He really put my goals in line and recommended valuable solution. He provided clear directions and a plan to get to where I needed to be in life and in my future. He encouraged me to ask questions and every subject I inquired about really mattered to him. He has my best interest at heart. Very professional and knowledgeable. I’d also like to add that the lady at the front desk is courteous and nice.

Ron Ortiz

I have been working with Red Rock Wealth Management for over 10 years. They have always been extremely client-focused and have delivered exceptional service every time I needed anything. They have produced consistent returns and done a superb job navigating through the tough economic trends in the markets. I highly recommend Red Rock Wealth for anyone considering a long-term financial advisory firm you can trust and believe in.

john lockwood

We turned to Red Rock Wealth Management after several years with a certified financial planner who did not have a fiduciary responsibility, a very expensive lesson learned. We are very pleased with the professionalism of Greg and Jeremy. We now have a roadmap for retirement and a clear picture of our financial situation. Their process is thorough and both were easy to work with, helping us plan for the future. Follow-up, returned calls and an informative newsletter are part of the services provided. Highly recommended.

Carol Ruegge

Red Rock Wealth Management is a family run business that has nothing in mind but to do the best for you. They work hard learning your future goals so they can give you the tools needed to make sure your future goals become reality.

Debbie Workman

We have tried many Financial Advisors before we were fortunate to find RedRock Wealth Management. Greg and Jeremy have secured a detailed and well planned path for us to follow in able to enjoy a happy retirement. They are superb in responding to emails should you have any questions or concerns. We stay in contact via email, phone and go to meetings as we now have retired to the Pacific Northwest (our dream retirement location). I would recommend RedRock to everyone that is sincere about their financial security and well being as each plan is customized to each individual.

angel

My first point of contact was Mr. Phelps. I immediately sensed that he cared because his responses to my inquiry were welcoming & accepting. True to their company’s Core Principles. Then I had my consultation with Mr. Murray. It was educational & informative. He really put my goals in line and recommended valuable solution. He provided clear directions and a plan to get to where I needed to be in life and in my future. He encouraged me to ask questions and every subject I inquired about really mattered to him. He has my best interest at heart. Very professional and knowledgeable. I’d also like to add that the lady at the front desk is courteous and nice.

Eric Jamison

When it comes to your retirement money, trust is everything. No matter what your level of expertise is when it comes to investing, you need an advisor to manage your money who you know has your families best interests. Greg is just that advisor for our family. We sleep very well at night knowing he is on our team and looking out for our goals. We meet with him yearly to make sure those goals are on track and he's always available anytime we need him. The same can be said for his entire team. We work with Jermey quite often and the office manager Katrina, well . . . . she's not so bad either. Thanks RRWM!

Vegas_Vixen

Five Stars don't shine bright enough. Ask for Jeremy. My appointment with him went very well, he was honest, thorough, and patient. Extremely helpful in guiding me on the right path.

Eric Jamison

When it comes to your retirement money, trust is everything. No matter what your level of expertise is when it comes to investing, you need an advisor to manage your money who you know has your families best interests. Greg is just that advisor for our family. We sleep very well at night knowing he is on our team and looking out for our goals. We meet with him yearly to make sure those goals are on track and he's always available anytime we need him. The same can be said for his entire team. We work with Jermey quite often and the office manager Katrina, well . . . . she's not so bad either. Thanks RRWM!

practicing.

Five Stars don't shine bright enough. Ask for Jeremy. My appointment with him went very well, he was honest, thorough, and patient. Extremely helpful in guiding me on the right path.

Duane Jacobson

I and my family have been clients of Red Rock Wealth Management for ten years. Greg and Jeremy have great knowledge of all the investment areas for the best possible growth. They provide a great comfort level with their advisement on a very personal level. Greg and Jeremy always answer all of my questions and return any calls right away. They also let me know what is best on tax situations and other matters of importance. I highly recommend Red Rock Wealth for your investment needs.

Eric Lipsky

Extremely helpful and patient for the not so financialy inclined!

Colin Corrigan

Finacuity provides client service that is unmatched in the financial sector. Their staff is well-educated and has the experience to provide expert analysis and advice when it comes to retirement planning. My questions and concerns always get addressed immediately and I can rest easy knowing I have an advisor I can trust. Greg, Katrina and Jeremy are a pleasure to work with and I am confident they have my best interests in mind when it comes to my retirement. Give them a call today and see how they can help set you up with a successful future!

Jesse Vigil

After weeks of performing due diligence we settled on Redrock Wealth Management. We have worked with other firms and wanted to eliminate the conflict of interest experienced when you hire a commissioned based advisor. Red Rock Wealth Managements fee simple business model was the only way to go for us. Our experience with Greg and Jeremy has been outstanding. Make the call you won't be sorry. Jesse Vigil

Duane Jacobson

I and my family have been clients of Red Rock Wealth Management for ten years. Greg and Jeremy have great knowledge of all the investment areas for the best possible growth. They provide a great comfort level with their advisement on a very personal level. Greg and Jeremy always answer all of my questions and return any calls right away. They also let me know what is best on tax situations and other matters of importance. I highly recommend Red Rock Wealth for your investment needs.

Eric Lipsky

Extremely helpful and patient for the not so financialy inclined!

Colin Corrigan

Finacuity provides client service that is unmatched in the financial sector. Their staff is well-educated and has the experience to provide expert analysis and advice when it comes to retirement planning. My questions and concerns always get addressed immediately and I can rest easy knowing I have an advisor I can trust. Greg, Katrina and Jeremy are a pleasure to work with and I am confident they have my best interests in mind when it comes to my retirement. Give them a call today and see how they can help set you up with a successful future!

Jesse Vigil

After weeks of performing due diligence we settled on Redrock Wealth Management. We have worked with other firms and wanted to eliminate the conflict of interest experienced when you hire a commissioned based advisor. Red Rock Wealth Managements fee simple business model was the only way to go for us. Our experience with Greg and Jeremy has been outstanding. Make the call you won't be sorry. Jesse Vigil