Expertise.com
2024

Last updated:

Best Financial Advisors in North Las Vegas

Our Recommended Top 10

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 North Las Vegas Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

63

Reviewed

41

Curated

10

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

North Las Vegas, NV
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

North Las Vegas, NV

Why choose this provider?

Need help contacting a Financial Advisor in North Las Vegas? 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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
6671 Las Vegas Blvd S, Suite 210, Las Vegas, NV 89119
  • Certified Financial Planner (CFP)

Why choose this provider?

SkyOak Capital, Inc. is an independent fiduciary firm that serves clients in and around North Las Vegas. The firm covers all areas of financial services, including asset protection, investment management, self-directed IRAs and specialty asset management, risk mitigation, and tactical and alternative asset management. SkyOak Capital, Inc. is an employee-owned and woman-owned company that has no affiliations with any parent firm. Company principal Jennifer A. Davis has more than three decades of experience in the wealth management service industry.

Reputation:

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.
5.0
Google
5.0 / 5 (51)

Website
11810 E Sahara Ave. #100, Las Vegas, NV 89104
  • Certified Financial Planner (CFP)

Why choose this provider?

Impact Financial Planners caters to clients In the North Las Vegas metro. It provides fiduciary financial planning and investing services for individuals looking to minimize their tax burden, develop their retirement plans, and construct a diversified investment portfolio. Its team of financial planners assists clients in making sustainable and responsible impact investments, as well as helping them direct their funds towards impactful and effective non-profit organizations. Other services include estate, real estate, and educational planning. In addition, it helps clients review their current insurance coverage.

License Verified:

License: CRD#: 4930333

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0

Website
6145 South Rainbow Boulevard, Las Vegas, NV 89118
  • Certified Financial Planner (CFP)

Why choose this provider?

Link Financial Advisory is a team of fiduciaries serving the residents of North Las Vegas. The firm provides a range of financial services, including retirement and estate planning, wealth management, insurance, and fixed-rate annuities. Its financial planners offer custom financial strategies, such as a portfolio line of credit. Richard London, the company founder and CEO, served as a financial advisor to banking clients prior to establishing Link Financial Advisory. He works with Mark Robertson, a financial planner with over two decades of experience.

Reputation:

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.
5.0
Google
5.0 / 5 (8)

Website
10100 West Charleston Boulevard, Las Vegas, NV 89135
  • Certified Financial Planner (CFP)

Why choose this provider?

Buckley Wealth Management provides financial advice to individuals in the North Las Vegas area. It offers financial planning, consulting services, and asset management and employs the build, distribute, and transfer approach to long-term investments. An investment plan includes individual stocks and bonds, ETFs, mutual or other securities. The firm's founder, managing partner, and CIO, Brian J. Buckley, has 40 years of experience in the wealth management industry. He was one of the first financial advisors to earn a Certified Investment Management Analyst designation in 1988.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Website
1140 North Town Center Drive, Las Vegas, NV 89144
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Abundant Wealth Strategies provides a range of financial services in North Las Vegas that are designed to meet individual needs and goals. With a client-first approach, the firm assists with investment management, charitable giving, retirement planning, estate planning, and insurance analysis. Its team of professionals is led by Melissa Attanasio, the founder and CEO who holds the Certified Financial Planner designation. Abundant Wealth Strategies is a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation.

Website
519 South Decatur Boulevard, Las Vegas, NV 89107
  • Certified Financial Planner (CFP)
  • Tax Preparation

Why choose this provider?

Peak Financial Solutions is a financial advisory firm that assists individuals in North Las Vegas and the neighboring communities with their investment and money-related concerns. The company's services include investment portfolio stewardship, tax reduction, retirement income and distribution, and family wealth planning. The firm also handles 401(k) rollovers, 403(b) programs, and tax preparation. Peak Financial Solutions was founded by Michael Keeler, who has been in the financial planning industry since 1983.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Website
8906 Spanish Ridge Avenue, Las Vegas, NV 89148
  • Certified Financial Planner (CFP)

Why choose this provider?

WestPac Wealth Partners is a wealth management firm that serves clients in North Las Vegas and the surrounding communities. The firm initiates dialogues with clients to encourage the discussion of financial plans for the future. It offers services that include tax management, wealth management, insurance optimization, and tax sheltering. It provides business clients options for executive, exit, and succession planning. Established in 2007, WestPac Wealth Partners has grown from having three to 150 financial representatives across its locations.

Reputation:

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.
5.0
Google
5.0 / 5 (37)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1671 West Horizon Ridge Parkway, Henderson, NV 89012
  • Certified Financial Planner (CFP)

Why choose this provider?

Cornerstone Financial Advisors Ltd. is a financial services company that serves clients across the North Las Vegas metro and nearby areas. It provides financial planning solutions and guides clients through their investment decisions. The company's advisors use modern portfolio theory principles to determine the best asset investment. It also offers counsel in tax planning, risk management, estate planning, retirement funding, and charitable giving. The company's principal advisor, Garth McBride, has over 20 years of experience in finance. He is a registered investment advisor.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Frequently Asked Questions

  • 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.

  • How do financial advisors in North Las Vegas build an investment portfolio?

    Financial advisors in North Las Vegas craft and personalize investment portfolios based on individual financial priorities, needs, and goals. They perform thorough research on long-and-short-term asset allocation, monitor investment opportunities, and identify suitability and risk. They also assist investors in choosing investment alternatives, like Exchange-Traded funds and mutual funds.

  • How do financial advisors help institutions in North Las Vegas with their investments?

    Financial advisors can assist institutions, non-profit organizations, and charitable foundations in North Las Vegas in addressing investment challenges by assessing the fee benchmarking and assigning a trustee for endowment investment assets. They help these entities document investment selection and develop a spending policy. Financial advisors also boost donors by leveraging their capital markets knowledge.

  • What types of investments are not insured by the Federal Deposit Insurance Corporation in North Las Vegas?

    In North Las Vegas, the Federal Deposit Insurance Corporation does not cover investment products, such as mutual funds, municipal securities, stock and bond investments, annuities, and crypto assets. Safety deposit boxes and their contents, life insurance policies, and U.S. Treasury bills are also not insured by the FDIC. On the other hand, the FDIC insures all types of deposits, like savings accounts and money orders issued by an insured bank.

  • Why do individuals in North Las Vegas need to keep their investment records?

    Individuals in North Las Vegas must keep their investment records to prove income, monitor expenses, and ascertain whether they have a loss or gain when they sell it, as these records show sales, purchase prices, and commissions. An investment record may also show load charges, stock splits, and reinvested dividends. These documents include brokerage statements, forms 2439 and 1099, and mutual funds statements.

  • What are the requirements for the application of representatives of investment advisers in North Las Vegas?

    Representatives of investment advisers in North Las Vegas must pay a filing fee of $110 for the initial application and are required to receive Series 7, 65, and 66 examinations or designations, like Federal Covered Advisers. Representatives of investment advisers must also complete the uniform application form from the Securities Industry Registration or Transfer that will be accepted by the Investment Adviser Registration Depository system. On the other hand, the renewal fees are $110, which will be deducted from their IARD account.

  • 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.