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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 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.
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.
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License: CRD#: 4930333
Investment Adviser Public Disclosure Database, SEC
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: CRD#: 4930333
Investment Adviser Public Disclosure Database, SEC
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.
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.
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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.
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.
