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Best Financial Advisors in Paradise

2024

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Providers

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SmartAdvisor by SmartAsset

Paradise, NV
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement 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

Paradise, NV

Why choose this provider?

Need help contacting a Financial Advisor in Paradise? 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
9708 Gilespie Street, Las Vegas, NV 89183
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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

Why choose this provider?

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.

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

Why choose this provider?

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.

License Verified:

License: 4971418

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
Google
5.0 / 5 (1)

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

Why choose this provider?

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.

License Verified:

License: 310287

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
Google
5.0 / 5 (3)

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

Why choose this provider?

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.

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

Why choose this provider?

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.

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

Why choose this provider?

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.

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.
4.4
Yelp
4.2 / 5 (54)
Facebook
4.8 / 5 (32)
Google
5.0 / 5 (2)

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

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
Yelp
5.0 / 5 (2)
Facebook
5.0 / 5 (1)

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

Why choose this provider?

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.

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

Why choose this provider?

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.

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

Why choose this provider?

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.

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

Why choose this provider?

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.

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

Why choose this provider?

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. 

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 (26)
Google
5.0 / 5 (2)

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

Why choose this provider?

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.

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.
4.4
Google
4.4 / 5 (5)

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

Why choose this provider?

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.

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

Why choose this provider?

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.

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 (10)
Google
5.0 / 5 (2)

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.

  • What is the ideal contribution amount for your 401(k) in Paradise?

    It is advisable to contribute to your 401(k) with an amount that fits within your financial responsibilities in Paradise. Typically, experts suggest allocating 10% to 15% of your total income for this purpose. It is wise to prioritize making these contributions since your contributions to the 401(k) are not subject to taxes.

  • If you're a high-net-worth individual in Paradise, who should you hire for estate planning?

    High-net-worth individuals residing in Paradise are advised to engage the services of a lawyer, an investment advisor, and an accountant when undertaking estate planning. Each professional has a particular area of knowledge, and working together ensures the creation of a thorough plan that effectively fulfills your goals while reducing tax obligations.

  • What are the eligibility requirements for a traditional IRA in Paradise?

    You can be eligible for a traditional IRA in Paradise under these circumstances:

    • You must have earned income equal to or exceeding your IRA contribution.
    • If you lack personal income but your spouse can cover both contributions, you can still contribute to your IRA.
    • Even if enrolled in an employer-sponsored plan, you might still be eligible for a traditional IRA.
    • You can have multiple retirement accounts as long as the total contributions do not exceed the maximum limit.
  • What distinguishes a direct rollover from an indirect rollover in Paradise?

    In a direct rollover, your employer-sponsored plan in Paradise sends a tax-free check to your IRA's financial institution. In an indirect rollover, you receive a check from your former employer with a 20% deduction. You must deposit the funds into an IRA and cover the 20% within 60 days to avoid taxes. Otherwise, the withheld amount is taxable, leaving only 80% eligible for tax advantages. Unless certain exceptions apply, you might face a 10% federal tax if you're under 59 ½ years old.

  • What things should you prepare and take note of before working with a Paradise financial advisor?

    Examine your goals and pinpoint areas where you require assistance before scheduling a consultation with a financial advisor in Paradise. Gather all necessary papers, including tax returns, wills, trusts, account statements, debt statements, estate planning documents, and insurance policies. Examine your cash flow statements, budget, and spending. Also, review beneficiary designations on life insurance policies and retirement savings. If you're a business owner, take into account your business continuity plans, financial statements, key employees, employee benefits, and retirement alternatives.

  • 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.