Expertise.com

2024

Last updated:

Best Financial Advisors in Henderson, NV

Our Recommended Top 7

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Henderson Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

64Reviewed

41Curated

7Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Henderson, NV
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

Henderson, NV

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Henderson? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

8675 South Eastern Avenue, Las Vegas, NV 89123

Why choose this provider?

Strategic Wealth Advisors, LLC., caters to professionals and individuals in Henderson. It offers financial planning services to individuals by analyzing their financial information and the purpose of their money. Its advisors create a strategy to help clients achieve their financial objectives. They also handle estate and business continuity planning. Its managing partner, Richard Hanseen, has been a certified public accountant since 1981. Hanseen is a member of the National Association of Insurance and Financial Advisors and The Financial Planning Association.

  • Certified Financial Planner (CFP)

1528 West Warm Springs Road, Henderson, NV 89014

Why choose this provider?

West Ridge Advisors is a wealth management firm serving individuals, entrepreneurs, and businesses in Henderson. It provides a wide range of services that include asset allocation, retirement planning, financial management, and charitable giving. The firm also offers a financial security planning strategy that emphasizes asset protection and wealth creation. Partners Todd S. Udall and Thomas M. Udall specialize in providing services to medical, dental, legal, engineering, and architectural firms. They are also members of the American Institute of Certified Public Accountants.

  • Retirement Planning

3027 East Warm Springs Road, Las Vegas, NV 89120

Why choose this provider?

Danielson Financial Group has been providing its Henderson clientele with an array of wealth management services and solutions. These solutions range from custom financial plans to retirement planning. It also offers an investment planning program where its staff helps clients establish long-term financial goals and create investment portfolios focused on them. Moreover, its second opinion service caters to the clients' families or friends looking for additional advice. Company president Deborah Danielson is a Certified Financial Planner with over 30 years of industry experience.

  • Certified Financial Planner (CFP)

1522 West Warm Springs Road, Henderson, NV 89014

Why choose this provider?

Flanagan Financial Services provides financial planning and asset protection services for clients in Henderson and the surrounding areas. It provides business consultation planning, retirement distribution planning, charitable planning, estate conservation, and inheritance strategies. The firm also guides young families in estate planning, life and disability insurance planning, college funding, and asset accumulation management. Principal of the firm Jared Flanagan has been in the financial service industry since 1994. Flanagan also teaches continuing education programs and advanced planning concepts.

  • Certified Financial Planner (CFP)

54 North Pecos Road, Henderson, NV 89074

Expertise.com Rating

Review Sources

Google
5.0 (35)

Why choose this provider?

CPA Financial Architects provides a range of tax, business, and financial services to the Henderson metro and the neighboring areas. It provides strategic entity information, business checklist and considerations, and financial statement requirements for new businesses. In addition, the company handles tax preparation, financial statement preparation, payroll services, QuickBooks accounting, and vertical integration analysis. CPA Financial Architects was founded by Tim Downer, who is a certified public accountant and was a financial, operation, and compliance principal for a broker-dealer firm.

  • Retirement Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
Strategic Wealth Advisors, LLC.
8675 South Eastern Avenue, Las Vegas, NV 89123
West Ridge Advisors
1528 West Warm Springs Road, Henderson, NV 89014
Danielson Financial Group
3027 East Warm Springs Road, Las Vegas, NV 89120
Flanagan Financial Services
1522 West Warm Springs Road, Henderson, NV 89014
CPA Financial Architects
54 North Pecos Road, Henderson, NV 89074

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What is an important first step for individuals in Henderson who are considering financial planning?

    Individuals in Henderson considering financial planning should first identify their financial aspirations, such as retiring early or acquiring a vacation home. Aiming for financial stability can include planning for family security should the family's main earner pass away, caring for elderly family members, or even establishing a family business. Engaging the services of a financial advisor who can provide comprehensive financial advice on significant purchase goals, education and retirement savings, and protection needs is of utmost importance.

  • What steps can parents in Henderson take to tackle the increasing costs of their children's college education?

    Parents in Henderson can manage the escalating costs of college education by initially estimating the probable expenses. Online resources such as the College Board and government student aid websites offer valuable guidance. Balancing the financial burden often involves tapping into various resources, including scholarships, grants, parental support, financial aid, and student part-time jobs. Being well-informed is vital in preparing for higher education costs.

  • What strategies can individuals in Henderson adopt to manage and reduce their mounting debt?

    For Henderson residents grappling with debt, numerous strategies can be utilized. First, engaging in a dialogue with their credit provider to negotiate a feasible repayment plan or lower interest rates is beneficial. Considering debt consolidation for reduced monthly payments, making payments higher than the minimum, and sourcing additional income streams are proactive steps. Seeking financial advice and forming wise spending habits also aid in mitigating future debt.

  • Who can assist older adults in Henderson struggling with memory issues with their financial tasks?

    In Henderson, older adults struggling with memory issues can benefit from the help of a Daily Money Manager (DMM). These professionals specialize in handling financial tasks like settling bills, keeping checkbooks in balance, and dealing with various financial documents. They generally charge a fee, but underprivileged seniors might qualify for complimentary services through volunteer initiatives. Individuals can contact a local area agency on aging in Henderson for additional details.

  • What financial pitfalls should Henderson business owners watch out for when starting up?

    Henderson business owners should particularly avoid neglecting cash flow, not preparing an emergency fund, overspending on stock, and ignoring the advice of financial experts. Each of these oversights could have detrimental effects on newly established enterprises. Recognizing their significance and adopting wise financial habits can pave the way for the success of a business.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.