Best Financial Advisors in Sunrise Manor

2021

Cornerstone Financial Advisors Ltd.

• Certified Financial Planner (CFP)

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.

Eckelkamp Retirement Planning

Eckelkamp Retirement Planning is an investment management and retirement planning firm located in Las Vegas. The firm's retirement planning services include 401(k) rollovers, management of traditional and Roth IRAs, simple IRAs, IRA consolidations and distributions, and individual 401(k) plans. They also offer education plans such as 529 plans, education savings accounts, UTMA, and UGMA plans. The firm helps clients reach their financial goals with customized investment plans that include mutual funds, insurance options, fixed and variable annuities, stocks, bonds, and exchange-traded funds. In addition, it offers estate planning services that cover trusts, wills, tax reduction strategies, and charitable giving strategies. The firm is run by Certified Financial Planner Vincent Eckelkamp.

Impact Financial Planners

• Estate Planning
• Tax Planning

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.

Wealth Protection Advisory

• Retirement Planning
• Tax Planning

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.

Whalen Financial

• Estate Planning
• Retirement Planning

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.