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Best Financial Advisors in Paradise

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Henderson, NV 89074Henderson, NV 89074

Appreciation Financial is an insurance and financial services company with an office in Henderson. The firm's insurance agents represent more than twelve industry leaders in the insurance business. In addition, it focuses on providing guidance and resources for retirement solutions. Its financial solutions take into account the different retirement plans possible. Each client receives a customized solution and investment plan. Appreciation Financial helps with budgeting, tax deductions, and financial planning for families. Bereaved spouses can use the firm's help with death benefits and surviving spouse benefits. The company also offers free educational tools.

Henderson, NV 89074Henderson, NV 89074

Website

8876 Spanish Ridge Avenue, Las Vegas, NV 89148
Las Vegas, NV 89148
Instagram
  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Arista Wealth Management is a financial services firm that serves Paradise and the surrounding areas. Its clients include individuals and their families, businesses, institutions, and 401(k) plans. Its main services include investment management, retirement planning, risk protection, and general financial planning. Business owners can also benefit from its relationship management and business planning services. It has customized employee retirement and benefit plans that come with educational services for small businesses and corporations. The firm has been providing its services since 2006.

8876 Spanish Ridge Avenue, Las Vegas, NV 89148
Las Vegas, NV 89148

InstagramWebsite(877) 309-9970

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:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

31 (Best)

Score Consistency:

Consistent (Best)

9708 Gilespie Street, Las Vegas, NV 89183
Las Vegas, NV 89183
  • Certified Financial Planner (CFP)

Battle Born is a financial advisory firm that guides Paradise-based clients in achieving financial success. It utilizes a specially designed system in assembling a client's financial plan, based on discussions of the client’s financial objectives and commitment toward long-term targets. As part of this system, the firm provides the client with an individualized communication and service schedule, plus necessary adjustments are made to accommodate distinct situations. It also assists clients in finding solutions to their financial challenges. Battle Born also offers retirement plans to small companies.

9708 Gilespie Street, Las Vegas, NV 89183
Las Vegas, NV 89183

Website(725) 210-8008

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:

1 (Good)

Score Consistency:

Consistent (Best)

Las Vegas, NV 89129Las Vegas, NV 89129

Bauman Financial Group is a financial advisory firm that focuses on retirement planning. The company has two offices in Las Vegas and one in Henderson. The firm's main services include income planning, legacy planning, tax planning, Social Security maximization, and investment management. Legacy planning includes everything from establishing a trust to executing an estate. The Social Security maximization strategies take into account a person's Social Security payments, their taxes, and the ways their income affects their benefits.

Las Vegas, NV 89129Las Vegas, NV 89129

Website

Las Vegas, NV 89113Las Vegas, NV 89113

Black Mountain Wealth Management is a Las Vegas financial services firm that serves individuals, small businesses, and business owners. The company's financial adviser Patrick Jordan has more than two decades of experience in the financial services industry. Individuals receive financial plans that address wealth accumulation, retirement planning, estate planning, taxation, risk management, and business planning. The business financial plans address the short and long term goals of businesses. Black Mountain also offers services to create employee benefits packages and employee retirement plans.

Las Vegas, NV 89113Las Vegas, NV 89113

Website

2600 Paseo Verde Parkway, Henderson, NV 89074
Henderson, NV 89074
  • Certified Financial Planner (CFP)

Founded almost 20 years ago, Capstone Capital is an independent wealth advising firm that serves individuals and small business owners in Paradise and nearby communities. The firm's advisors help clients in preparing for retirement, selling their businesses, and receiving an inheritance. They utilize a systematic approach consistent with clients' goals to minimize risk through the diversification of investment portfolios. Additionally, Adam Dawson, one of the firm's CFPs, wrote the book "Timeless Principles of Financial Security," which contains practical advice on financial management.

2600 Paseo Verde Parkway, Henderson, NV 89074
Henderson, NV 89074

Website(702) 433-7588

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:

4.5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

9890 South Maryland Parkway, Las Vegas, NV 89183
Las Vegas, NV 89183
  • Certified Financial Planner (CFP)

Close Financial Services, Inc., has been offering financial advising services to individuals, families, and business owners in Paradise and the neighboring communities since its establishment in 2006. Its professionals help clients achieve their financial goals by using various products, including stocks, bonds, mutual funds, and annuities. They also provide assistance with alternative investment solutions such as hedge funds, private equity, commodities, and derivative contracts. CEO Stephen Close has been an independent financial advisor since 1999.

9890 South Maryland Parkway, Las Vegas, NV 89183
Las Vegas, NV 89183

Website(702) 440-6000

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

Cornerstone Financial Advisors LTD. offers its services to individuals and business owners in Paradise and the surrounding metro areas. The company offers holistic, transparent, and evidence-based advice to its clients, providing customized wealth management solutions that fit each investor's needs and goals. Cornerstone uses a passive investment approach that abides by modern portfolio theory practices to diversify and manage the portfolio's risk and properly appropriate asset allocation. Principal Adviser Garth McBride is a CPA and registered investment advisor.

1671 West Horizon Ridge Parkway, Henderson, NV 89012
Henderson, NV 89012

Website(702) 202-2255

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:

1 (Good)

Score Consistency:

Consistent (Best)

3027 East Warm Springs Road, Las Vegas, NV 89120
Las Vegas, NV 89120
  • Certified Financial Planner (CFP)
  • Retirement Planning

Danielson Financial Group provides custom financial advising for clients in Paradise. It offers comprehensive investment planning, retirement planning, college funding planning, and second opinion services. Its advisors also handle privately managed accounts, mutual funds, and money market accounts. In addition, they offer long-term care, life, and disability insurance. Danielson Financial Group has been crafting financial solutions and strategies for over 35 years. The owner, Deborah Danielson, was part of Barron Magazine's Top 1,200 Financial Advisors in America from 2014 to 2020.

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

Website(702) 734-7000

Show Number
6910 South Cimarron Road, Las Vegas, NV 89113
Las Vegas, NV 89113
  • Estate Planning
  • Retirement Planning

Diamond Wealth Management coaches Paradise residents to handle their finances. The business was formed in 1997 and was bought by Staci Scharadin, its CEO, in 2007. Its financial advisors offer assistance in financial, investment, retirement, and tax planning. They can also help individuals in managing their investments and accommodate private clients with complex financial needs. The business needs to learn about clients' investment objectives and risks before creating personalized financial strategies and solutions. It was featured in Forbes, Barron's Hall of Fame, and Icons & Innovators.

6910 South Cimarron Road, Las Vegas, NV 89113
Las Vegas, NV 89113

Website(702) 405-0415

Show Number
7472 West Sahara Avenue, Las Vegas, NV 89117
Las Vegas, NV 89117
  • Estate Planning
  • Retirement Planning

Dixon Financial Group, LLC, caters to the needs of clients in Paradise. It offers a wide range of wealth management services, including investment strategies covering mutual funds, managed accounts, unit investment trusts, brokerage accounts, stocks, and bonds. The business also provides assistance in creating retirement income through the Income for Life Model® investment strategy. Its owner, David Dixon, is a Certified Financial Planner with more than 25 years of experience. He and his team have recorded over $150 million of client invested assets.

7472 West Sahara Avenue, Las Vegas, NV 89117
Las Vegas, NV 89117

Website(702) 982-2479

Show Number
3065 South Jones Boulevard, Las Vegas, NV 89146
Las Vegas, NV 89146
  • Retirement Planning

Serving the Paradise area, FAL Advisors assists clients in managing their financial situation. It provides services such as business and investment structure planning, integrated tax and estate planning, retirement planning, and complete financial accounting. The company also helps clients manage bank and lender relationships, coordinate professional service providers, and the accounting and administration of trust accounts. Larry Lindholm, the managing partner and president of FAL Advisors, has been working in the financial services field for more than 20 years.

3065 South Jones Boulevard, Las Vegas, NV 89146
Las Vegas, NV 89146

Website(702) 938-3048

Show Number
Las Vegas, NV 89119Las Vegas, NV 89119

Financial Planning & Management Corporation has been serving clients in the Las Vegas area since 1979. It mainly focuses on investment management, financial planning, and insurance options. Clients receive customized investment portfolios that draw from IRA accounts, stocks, bonds, brokerage accounts, government securities, treasury bills, treasury notes, and variable annuities. The financial planning services include tax plans, retirement plans, college plans, profit sharing plans, money purchasing plans, estate plans, 401(k) planning, and 403(b) planning. Clients also have access to multiple insurance options, including life, long-term care, and disability income insurance.

Las Vegas, NV 89119Las Vegas, NV 89119

Website

Las Vegas, NV 89107Las Vegas, NV 89107
  • Certified Financial Planner (CFP)

Hot Moon Financial accommodates Paradise clients that need guidance when it comes to planning for their finances. The company's CFP, Mel O, has over 20 years of financial industry experience. She advises on budgeting, investing, saving, proper spending, and retirement planning. Mel aims to set a clear path for her clients' short- and long-term financial goals by providing updates related to the stock market and guiding them in terms of insurance selection and taxation. She focuses on the arts, entertainment, and media sectors.

Las Vegas, NV 89107Las Vegas, NV 89107

Website(702) 703-3247

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:

1 (Good)

Score Consistency:

Consistent (Best)

3753 Howard Hughes Parkway, Las Vegas, NV 89169
Las Vegas, NV 89169
  • Estate Planning
  • Private Wealth Advisor
  • Retirement Planning

Kimiko Inoue is a Certified Financial Planner associated with Manhattan Global Asset Management that serves Paradise. She offers a broad range of financial services, including corporate retirement plan consulting, investment solutions, portfolio management, and charitable giving. She also offers alternative investment solutions, including hedge funds, private equity, real estate, and tangible assets and commodities. Kimiko is a native Japanese who started her financial advising career in New York in 1998. She specializes in developing personalized investment strategies.

3753 Howard Hughes Parkway, Las Vegas, NV 89169
Las Vegas, NV 89169

Website(702) 784-7616

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:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

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

Link Financial Advisory is an independent firm providing guidance and strategies in financial matters. The advisors from this company assist clients in different areas of personal finances, including Social Security planning, wealth management, insurance services, retirement planning, and estate and trust planning. The company has Certified Financial Planners who each have completed training in nearly 100 financial planning topics. Link Financial Advisory has a local office in Las Vegas and serves clients in the neighboring areas, including Paradise.

6145 South Rainbow Boulevard, Las Vegas, NV 89118
Las Vegas, NV 89118

Website(702) 724-0550

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:

3 (Good)

Score Consistency:

Consistent (Best)

3223 Longford Way, Unit #1, Las Vegas, NV 89121
Las Vegas, NV 89121
  • Certified Financial Planner (CFP)

Pivotpoint based in Paradise assists clients in making well-informed decisions regarding their investment planning, Medicare, and life insurance needs. Its team provides financial advice in areas such as asset growth and protection, tax optimization, and retirement income. It also gives counsel in areas involving Medicare. In addition, it advises clients regarding insurance products such as universal life, term life, and annuities. The company is headed by Scott Thompson, who holds an MBA and is fluent in Spanish, French, and Arabic.

3223 Longford Way, Unit #1, Las Vegas, NV 89121
Las Vegas, NV 89121

Website(702) 900-6972

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:

3 (Good)

Score Consistency:

Consistent (Best)

9484 West Flamingo Road, Las Vegas, NV 89147
Las Vegas, NV 89147
  • Retirement Planning

Redrock Wealth Management caters to clients in and around the Paradise area. The company provides financial advising services to retired and nearly-retired clients. Its staff helps them create financial plans based on their personal circumstances and goals. They also monitor the status of these financial plans and advise changes as necessary. Redrock Wealth Management founder Greg Phelps has previously worked at the wealth management firms Morgan Stanley and Goldman Sachs. He also holds the Accredited Investment Fiduciary and Accredited Asset Management Specialist designations.

9484 West Flamingo Road, Las Vegas, NV 89147
Las Vegas, NV 89147

Website(702) 987-1607

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:

26 (Best)

Score Consistency:

Consistent (Best)

1707 Village Center Circle, Las Vegas, NV 89134
Las Vegas, NV 89134
  • Estate Planning
  • Retirement Planning

Redstone Financial Group is a team of financial advisors that serves clients in the area of Paradise. It offers planning, execution, and follow-up financial services to address the financial objectives and goals of its clients. Its professionals guide clients in analyzing risk management, estimating conservation issues, understanding investing strategies and principles, and strategizing retirement investment and distribution. The group serves business owners, divorced or widowed women, locum tenens medical professionals, and physicians. Winfield C. Greenwood, the company's co-founder, is a Registered Financial Consultant.

1707 Village Center Circle, Las Vegas, NV 89134
Las Vegas, NV 89134

Website(800) 957-7497

Show Number
2450 Saint Rose Parkway, Henderson, NV 89074
Henderson, NV 89074
  • Estate Planning
  • Retirement Planning

Select Wealth Advisers is a planning firm that aids clients in Paradise in making sound decisions about their financial future. It offers a variety of services, such as retirement planning, income strategy creation, life and disability solutions, and legacy transfer. The company also provides customized investment portfolios centered around tax efficiency, risk mitigation, and long-term growth. Its CEO Mitchell Horst has been in the industry for over 15 years. His team carries more than five decades of wealth management industry experience.

2450 Saint Rose Parkway, Henderson, NV 89074
Henderson, NV 89074

Website(702) 888-3280

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

Strategic Wealth Advisors, LLC., also known as SWA, is a financial advising firm that serves Paradise and the neighboring metro areas. It helps individuals, professionals, and business owners manage, accumulate, and protect their wealth. Some of its services include estate protection, business continuity planning, and investment management. Richard Hanseen, the firm's principal advisor, is a CPA. He previously worked as a controller in the gaming industry, working to develop a master limited partnership underwritten by Merrill Lynch and raising over $500 million.

8675 South Eastern Avenue, Las Vegas, NV 89123
Las Vegas, NV 89123

Website(702) 362-3123

Show Number
2190 East Pebble Road Suite 260, Las Vegas, NV 89123
Las Vegas, NV 89123
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Strategic Wealth Design is an asset and wealth management company that serves clients in Paradise and its surrounding areas. It offers a broad range of financial management solutions and services, including financial planning, investment managment, debt elimination, and wealth management. Mahesh Odrani, the firm's president, earned his accreditation as a financial planner from the American College of Financial Services. He has been a financial adviser for over 17 years. Strategic Wealth Design also provides retirement income planning and tax strategy services to its clients. 

2190 East Pebble Road Suite 260, Las Vegas, NV 89123
Las Vegas, NV 89123

Website(702) 907-7444

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

28 (Best)

Score Consistency:

Consistent (Best)

3145 East Warm Springs Road, Las Vegas, NV 89120
Las Vegas, NV 89120
  • Certified Financial Planner (CFP)

The Budin Group provides investment and financial planning services to individuals and business owners in Paradise and the surrounding metro areas. Its advisors provide assistance in various matters, including IRAs, brokerage accounts, variable annuities, and life insurance. Steven Budin, the company's president, has been a Certified Financial Planner for more than 24 years. He also served as a financial specialist for several Las Vegas media outlets and is currently the financial commentator for KNTV Channel 13.

3145 East Warm Springs Road, Las Vegas, NV 89120
Las Vegas, NV 89120

Website(702) 990-4334

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:

1 (Good)

Score Consistency:

Consistent (Best)

2520 Saint Rose Parkway, Henderson, NV 89074
Henderson, NV 89074
  • Estate Planning
  • Retirement Planning
  • Tax Planning
  • Business Formation

Wealth Protection Advisory, also known as WPA, is a consulting and financial planning firm that serves Paradise and nearby areas. It specializes in risk-managed retirement and small business planning solutions, helping clients with tax planning and investment portfolios that minimize risk and maximize wealth growth. WPA's advisors have more than 30 years of combined asset management experience. They help clients prepare for retirement through fixed-income annuities and tax-free income through life insurance products. Additionally, they assist clients in making good decisions regarding Social Security.

2520 Saint Rose Parkway, Henderson, NV 89074
Henderson, NV 89074

Website(702) 446-0477

Show Number
Las Vegas, NV 89118Las Vegas, NV 89118

Wells Capital Group is an independent financial services firm located on Rainbow Boulevard in Las Vegas. The firm focuses on providing private wealth management and retirement planning services to Nevada clients. Overall, the main financial planning services include income planning, tax-efficient investment and income planning, retirement planning, investment management, cash flow analyses, Social Security maximization strategies, annuities, life insurance options, and 401(k) and IRA rollover management. Clients can schedule a complimentary consultation regarding their retirement needs. The income-planning strategies cover everything from expense analyses to longevity protection.

Las Vegas, NV 89118Las Vegas, NV 89118

Website

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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