Laurels

Best Financial Advisors in North Las Vegas
2021

Why These Financial Advisors?

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

Reviewed Curated Top Picks 62 40 9

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

Abundant Wealth Strategies

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

1140 North Town Center Drive
Las Vegas, NV 89144

Website

Cornerstone Financial Advisors Ltd.

  • Certified Financial Planner (CFP)

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.

1671 West Horizon Ridge Parkway
Henderson, NV 89012

Website

SagePoint Financial

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

SagePoint Financial provides individuals and business owners in North Las Vegas with programs customized to meet their long-term financial objectives. This client-centered agency is owned by Richard Hoover, who has been providing financial services since 1991. Hoover and his associates assist clients with investment management, insurance, and financial planning. These include asset allocation planning, retirement planning, money management, and college investment programs. Furthermore, the independent advisors have access to various investment companies and offer tools for calculating personal finances.

2920 South Jones Boulevard
Las Vegas, NV 89146

Website

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