Expertise.com

Best Financial Advisors in North Las Vegas

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2023
Laurels

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Expertise.com Concierge Service logo
FEATURED
Free booking service!

Expertise.com Concierge Service

North Las Vegas, NV

Business Description

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!

SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

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

Business Description

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
Yelp
4.0 / 5 (4)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Abundant Wealth Strategies logo
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Abundant Wealth Strategies

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

Business Description

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.

Buckley Wealth Management logo
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Buckley Wealth Management

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

Business Description

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)
Cornerstone Financial Advisors Ltd. logo
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Cornerstone Financial Advisors Ltd.

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

Business Description

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)
Impact Financial Planners logo
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License Verified:

License: CRD#: 4930333

Investment Adviser Public Disclosure Database, SEC

Impact Financial Planners

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

Business Description

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
Facebook
5.0 / 5 (8)
Link Financial Advisory logo
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Link Financial Advisory

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

Business Description

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)
Peak Financial Solutions logo
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Peak Financial Solutions

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

Business Description

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)
SkyOak Capital, Inc. logo
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SkyOak Capital, Inc.

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

Business Description

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)
WestPac Wealth Partners logo
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WestPac Wealth Partners

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

Business Description

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