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Best Financial Advisors in Henderson

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Henderson, NVHenderson, NV

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.

Henderson, NVHenderson, NV

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

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Henderson, NV 89052Henderson, NV 89052
  • 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 89052Henderson, NV 89052

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Henderson, NV 89074Henderson, NV 89074

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 89074Henderson, NV 89074

Website(702) 433-7588

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Henderson, NV 89012Henderson, NV 89012
  • Estate Planning
  • Retirement Planning

Cornerstone Wealth Management is a financial advisory firm with offices in Summerlin and Henderson. The company focuses on insurance and retirement planning services. It can also refer clients to other professionals who handle further aspects of the retirement and insurance planning process. Specific services include retirement planning, asset protection strategies, wealth accumulation strategies, tax planning, estate planning, IRA legacy planning, charitable giving strategies, income planning and budgeting, and help with trusts and probate. Clients can also choose from insurance options, including life and long-term care insurance. Cornerstone also has strategies to help with 401(k) and IRA account rollovers.

Henderson, NV 89012Henderson, NV 89012

Website(702) 878-4742

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54 North Pecos Road, Henderson, NV 89074
Henderson, NV 89074
  • Retirement Planning

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.

54 North Pecos Road, Henderson, NV 89074
Henderson, NV 89074

Website(702) 487-3322

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

35 (Best)

Score Consistency:

Consistent (Best)

3027 East Warm Springs Road, Las Vegas, NV 89120
Las Vegas, NV 89120
  • 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
Las Vegas, NV 89120

Website(702) 734-7000

Show Number
50 South Stephanie Street, Henderson, NV 89012
Henderson, NV 89012
  • Certified Financial Planner (CFP)

Founded in 2009, Desert Crest Financial is a Henderson-based wealth planning firm that aims to help individuals and families achieve their long-term financial goals. The firm focuses on helping women undergoing life changes as well as families caring for a loved one with special needs. Its advisors create personalized financial strategies which include Social Security timing, tax planning, ABLE and special needs trust planning, insurance planning, and retirement planning. The lead financial planner, Stuart Petty, CFP, is affiliated with the Academy of Special Needs Planners.

50 South Stephanie Street, Henderson, NV 89012
Henderson, NV 89012

Website(702) 979-3699

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

1522 West Warm Springs Road, Henderson, NV 89014
Henderson, NV 89014
  • 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
Henderson, NV 89014

Website(800) 800-2638

Show Number
Henderson, NV 89052Henderson, NV 89052

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 89052Henderson, NV 89052

Website(702) 589-4860

Show Number
8675 South Eastern Avenue, Las Vegas, NV 89123
Las Vegas, NV 89123
  • 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
Las Vegas, NV 89123

Website(702) 362-3123

Show Number
1528 West Warm Springs Road, Henderson, NV 89014
Henderson, NV 89014
  • 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
Henderson, NV 89014

Website(702) 547-9483

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Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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