Laurels

Best Financial Advisors in Henderson
2021

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 68 45 11

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

  • Certified Financial Planner (CFP)

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

Website

Danielson Financial Group

  • Certified Financial Planner (CFP)

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.

3027 East Warm Springs Road
Las Vegas, NV 89120

Website

Flanagan Financial Services

  • Certified Financial Planner (CFP)

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.

1522 West Warm Springs Road
Henderson, NV 89014

Website

Strategic Wealth Advisors, LLC.

  • Certified Financial Planner (CFP)

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.

8675 South Eastern Avenue
Las Vegas, NV 89123

Website

West Ridge Advisors

  • Retirement Planning

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.

1528 West Warm Springs Road
Henderson, NV 89014

Website

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