Best Financial Advisors in Henderson

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 65 42 8

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Build a Better Financial Future, LLC

Build a Better Financial Future, LLC is a financial planning firm located in Henderson. Company CEO Luis Rosa is a Certified Financial Planner who grew up in the Dominican Republic and immigrated to the U.S. at age 11. He is fluent in Spanish and is an Enrolled Agent with the IRS. The firm offers complimentary 30-minute consultations for prospective clients. After this, the client will go through the discovery process and receive a financial plan based on their goals and current assets. Check-ins are ongoing. Services include debt management, retirement planning, college education funding, or budgeting for life milestones.

Henderson, NV 89052


Capstone Capital

Capstone Capital is a financial advisory firm that offers investment management, retirement planning, and insurance planning services to the Henderson community. The insurance plans include an assessment to determine what insurance coverage is best, consultations for how to maximize coverage while lowering costs, and access to a range of different insurance options. The retirement planning solutions include investment advice, budgeting, Social Security planning, pension planning, and long-term saving for the future. The firm calculates how much clients should save from each paycheck, along with educating clients about investment strategies to maximize their wealth and retirement income.

Henderson, NV 89074


Flanagan Financial Services

Flanagan Financial Services is a financial advisory firm that serves business owners, pre-retirees, retirees, and young families in the Henderson area. For business owners, the firm offers business finance planning, design, and consultation regarding qualified plans, business continuation planning, and non-qualified benefit plans options. Pre-retirees and retirees can receive retirement planning services like retirement distribution planning, charitable giving strategies, inheritance planning, and estate conservation. For young families, services include life and disability insurance options, asset accumulation strategies, college funding and planning, and fundamental estate planning. The firm works closely with a client's existing CPAs and legal professionals.

Henderson, NV 89014


Guida & McCubbin Financial Consultants

Guida & McCubbin Financial Consultants serves individuals, young professionals, and businesses in Henderson. It offers retirement planning services that cover Social Security payments, pension, Medicaid, Medicare, investment, and income planning. Clients can also choose from different health, life, long term care, and disability insurance policies. The potential investment accounts include brokerage accounts, IRAs, 401(k) plans, trusts, college savings, and custodial accounts. Businesses can receive help structuring their employee benefits and retirement plans. They can also choose from employee insurance options like group health insurance, dental and vision coverage, disability insurance, and key employee insurance.

Henderson, NV 89074


Safe Money Advisors, Inc.

Safe Money Advisors, Inc. is an independent financial advisory firm with offices in Las Vegas and Henderson. The firm's main services include retirement planning, wealth accumulation strategies, tax planning, asset protection, estate planning, charitable giving planning, income planning, budgeting, and IRA legacy planning. Clients have access to long term care and life insurance policies. The firm also offers help with probate and trusts along with management of 401(k) and IRA rollovers. The trust planning services are executed in conjunction with a client's existing estate planning attorneys. The probate services aim to smooth the transition of a client's assets following death.

Henderson, NV 89052


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