Best Financial Advisors in Sunrise Manor

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.

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.

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.

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.

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.

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.

Redrock Wealth Management LLC is a financial advisory firm serving Sunrise Manor. The company provides financial advice in areas such as retirement planning, insurance, investment management, and financial planning, including fiduciary financial planning. Founded by Greg Phelps in 2005 as one of Las Vegas’ first fee-only fiduciary financial advisors, the company borders on 150 million in assets managed for roughly 140 private clients. Its team is composed of independent certified financial planners with more than 50 years of collective experience.

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.

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 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.