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2024

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Best Financial Advisors in Sunrise Manor, NV

Our Recommended Top 9

We did the research for you!

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Our goal is to connect people with the best local professionals. We scored Sunrise Manor Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

52Reviewed

34Curated

9Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

10501 West Gowan Road, Las Vegas, NV 89129

Why choose this provider?

Whalen Financial is a wealth management and financial advising company that serves Sunrise Manor and the surrounding metro areas. It helps clients navigate risks involved in investments and diversifies according to their risk appetite. The firm also provides income planning services, helping clients plan for retirement and devise plans accordingly to provide lifelong income. Whalen Financial has been featured in several news outlets and publications, including CNBC, KTNV Las Vegas, Yahoo! Finance, and the Las Vegas Business Press.

  • Estate Planning
  • Retirement Planning

11810 East Sahara Avenue, Las Vegas, NV 89104

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Review Sources

Facebook
5.0 (3)

Why choose this provider?

Impact Financial Planners specializes in providing sustainable, responsible, impact investing (SRI) solutions to clients in Sunrise Manor and the surrounding areas. It offers a broad range of services, including investment management, retirement planning, tax planning, and insurance analysis. The firm analyzes each person's investment portfolio, diversifying and rebalancing it according to their risk appetite and financial goals. Impact Financial Planners also assists with effective altruism, helping donors direct their funds toward options that give the most impact per dollar.

  • Estate Planning
  • Tax Planning

6145 South Rainbow Boulevard, Las Vegas, NV 89118

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Review Sources

Google
5.0 (8)

Why choose this provider?

Link Financial Advisory offers financial strategies and services in the Sunrise Manor metro. It is an independent financial advisory firm that provides customized guidance based on clients' entire financial structure. It handles wealth management, financial planning, and risk management. Link Financial Advisory was founded by Richard London, a certified financial planner who uses an open architecture platform. He holds a Finance degree from a local university and worked as a financial advisor in the banking industry.

  • Certified Financial Planner (CFP)

1671 West Horizon Ridge Parkway, Henderson, NV 89012
Website

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Review Sources

Google
5.0 (1)

Why choose this provider?

Cornerstone Financial Advisors Ltd. delivers holistic, transparent, and evidence-based financial advice to clients in Sunrise Manor and the surrounding areas. It provides wealth management solutions customized for every investor according to their risk appetite and financial goals. Some of its services include estate planning, tax planning, risk management, and management of retirement funding and charitable giving. Principal advisor Garth McBride is a CPA and financial advisor who has been in the industry for more than 36 years.

  • Certified Financial Planner (CFP)

3753 Howard Hughes Parkway, Las Vegas, NV 89169

Expertise.com Rating

Why choose this provider?

Manhattan Global Asset Management's Kimiko Inoue is a Certified Financial Planner that serves Sunrise Manor. She provides clients with a wide range of services, including corporate retirement plan consulting, portfolio management, and institutional consulting. In addition, she helps clients with personalized investment solutions, as well as alternative investments such as private equity, hedge funds, real estate, and commodities. In 1998, Kimiko started her career as a financial advisor for Smith Barney (now Morgan Stanley) in New York.

  • Estate Planning
  • Private Wealth Advisor

2520 Saint Rose Parkway, Henderson, NV 89074

Why choose this provider?

Wealth Protection Advisory is a financial planning firm serving individuals in Sunrise Manor. It provides risk-managed retirement solutions that focus on fixed income annuities and Social Security benefits. It also assists clients with tax-free retirement strategies, such as Roth conversions, Roth IRA, Roth 401(k), and life insurance retirement plans. The Wealth Protection Advisory team has more than 30 years of combined experience in the field of asset management. It is an independent firm and works with clients on various types of investments.

  • Retirement Planning
  • Tax Planning

3145 East Warm Springs Road, Las Vegas, NV 89120

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Review Sources

Facebook
5.0 (6)
Google
5.0 (1)

Why choose this provider?

The Budin Group offers its services to residents of Sunrise Manor and nearby areas. It provides investment and financial planning services, helping clients grow their money through IRAs, variable annuities, tax plans, and life insurance. Steven Budin, the firm's president, has been a certified financial planner practitioner since 1997. He is also an attorney licensed to practice in Nevada. Steven is currently a financial commentator for KTNV Channel 13, an ABC News affiliate in Las Vegas.

  • Retirement Planning
  • Tax Planning

519 South Decatur Boulevard, Las Vegas, NV 89107

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Review Sources

Google
5.0 (2)

Why choose this provider?

Peak Financial Solutions is a financial management company that serves clients in Sunrise Manor. It helps individuals of all ages maximize their monetary assets by providing personalized financial solutions akin to their needs and goals. Its financial advisors specialize in different areas, including investments, pension plans, estates, insurance plans, and tax preparation services. They also handle 401(K) rollovers, 403(B) programs, and college savings plans. Certified financial planner and CEO Michael Keeler has been working for the company since 2001.

  • Certified Financial Planner (CFP)

2600 Paseo Verde Parkway, Henderson, NV 89074

Expertise.com Rating

Review Sources

Google
4.0 (6)

Why choose this provider?

Capstone Capital Wealth Advisors is an independent firm that offers its services to individuals and business owners in Sunrise Manor and the surrounding metro areas. Founded in 2002 by Ron Leavitt and Jeff Burr, the firm helps clients prepare for a secure retirement, receive an inheritance, or sell their businesses. President and co-founder Leavitt has been in the industry for more than 30 years. He is a Master Registered Financial Consultant and an Accredited Investment Fiduciary.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Whalen Financial
10501 West Gowan Road, Las Vegas, NV 89129
Impact Financial Planners
11810 East Sahara Avenue, Las Vegas, NV 89104
Link Financial Advisory
6145 South Rainbow Boulevard, Las Vegas, NV 89118
Cornerstone Financial Advisors Ltd.
1671 West Horizon Ridge Parkway, Henderson, NV 89012
Kimiko Inoue
3753 Howard Hughes Parkway, Las Vegas, NV 89169
Wealth Protection Advisory
2520 Saint Rose Parkway, Henderson, NV 89074
The Budin Group
3145 East Warm Springs Road, Las Vegas, NV 89120
Peak Financial Solutions
519 South Decatur Boulevard, Las Vegas, NV 89107
Capstone Capital Wealth Advisors
2600 Paseo Verde Parkway, Henderson, NV 89074

FAQs

  • 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 makes a "fiduciary" financial advisor in Sunrise Manor different?

    In Sunrise Manor, such an advisor exercises fiduciary duty by providing guidance and managing people’s wealth according to their best interests. It is worth noting that not all financial advisors are fiduciaries. For example, broker-dealers are FINRA-regulated and adhere to a suitability standard instead of a fiduciary one. Meanwhile, registered investment advisers act as fiduciaries.

  • What are some things to consider when planning your retirement in Sunrise Manor?

    Your current savings, sources of income upon retirement, and target age and lifestyle are some of the things you need to consider to project the amount you still need to save. You should also think about your goals upon retirement, which may be traveling or just relaxing at home. Moreover, you might consider purchasing coverage for your post-retirement healthcare needs. A financial advisor in Sunrise Manor can assess these factors with you.

  • Should you still work with a financial planner if you already have an estate planning lawyer in Sunrise Manor?

    Working with a financial planner in Sunrise Manor on top of a lawyer can help tie loose ends in your estate plan. It is important to conduct a financial review to address potential areas of concern, such as balancing property acquisition with Medicaid benefits. A financial planner can check your income and assets and find solutions to identified risks.

  • How can you wisely lend money to a relative in Sunrise Manor?

    You should ask yourself whether your financial situation allows for a loan and what safeguards you can comfortably set. Some questions you may ask yourself include the following:

    • Can you afford to give the amount as a gift instead of a loan?
    • If you are set on lending, will you charge late payment fees? Loans also have tax implications. You can find a Sunrise Manor tax adviser to walk you through relevant information and hire an attorney to draft a legal agreement for you.
  • When is the right time to refinance your Sunrise Manor mortgage?

    Financial experts say it is wise to refinance if you can save at least 1% interest on your current Sunrise Manor mortgage. For instance, if you are paying interest now at a 7% rate, you should consider a refinance when the market rate falls to 5%. You should also account for some expenses, like title search fees and valuation costs, before deciding whether a refinance is worth it.

  • 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.