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Best Financial Advisors in Sunrise Manor

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

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.

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 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

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

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

Website(702) 202-2255

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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 89148Las Vegas, NV 89148

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.

Las Vegas, NV 89148Las Vegas, NV 89148

Website

11810 East Sahara Avenue, Las Vegas, NV 89104
Las Vegas, NV 89104
Instagram
  • 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.

11810 East Sahara Avenue, Las Vegas, NV 89104
Las Vegas, NV 89104

InstagramWebsite(424) 358-5410

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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:

8 (Good)

Score Consistency:

Consistent (Best)

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

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.

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:

1 (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

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

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.

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:

8 (Good)

Score Consistency:

Consistent (Best)

519 South Decatur Boulevard, Las Vegas, NV 89107
Las Vegas, NV 89107
  • Certified Financial Planner (CFP)

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.

519 South Decatur Boulevard, Las Vegas, NV 89107
Las Vegas, NV 89107

Website(702) 870-7711

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)

9484 West Flamingo Road, Las Vegas, NV 89147
Las Vegas, NV 89147
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

37 (Best)

Score Consistency:

Consistent (Best)

3145 East Warm Springs Road, Las Vegas, NV 89120
Las Vegas, NV 89120
  • Retirement Planning
  • Tax Planning

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.

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

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

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

Website(702) 446-0477

Show Number
10501 West Gowan Road, Las Vegas, NV 89129
Las Vegas, NV 89129
  • 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.

10501 West Gowan Road, Las Vegas, NV 89129
Las Vegas, NV 89129

Website(866) 600-3030

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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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