Best Financial Advisors in Spring Valley, NV

The highest-rated Financial Planning & Wealth Management companies out of 129 vetted & reviewed in the Spring Valley area.

Sonia's Tax Services

Sonia's Tax Services

(26)
  • Family
“I have been with Sonia tax for 10 years , the experience is amazing, very helpful and like a family, they all have a wonderful customer service very professional.”
In Business Since 2012
2801 S Valley View Blvd Suite 6, Las Vegas, NV
i
America's Retirement Planners

America's Retirement Planners

Annuities and Retirement Insurance Plans
“America's Retirement Planners is one of the fastest growing independent insurance and financial services marketing firm in the retirement industry. ARP's licensed professionals offer the highest quality annuity products made available from only the T...”
In Business Since 2018
701 N Green Valley Pkwy #200, Henderson, NV
i
SG Financial and Insurance

SG Financial and Insurance

“We are dedicated to providing investment management and strategic wealth planning that is right for you. We work with clients that are transitioning into retirement and those already enjoying retirement. Simply put, we serve our clients from health t...”
In Business Since 2022
170 S Green Valley Pkwy STE 300, Henderson, NV
i
Intermex Wire Transfer

Intermex Wire Transfer

4840 Spring Mountain Rd, Las Vegas, NV
i
Curtis Wealth Management - Jordan Curtis

Curtis Wealth Management - Jordan Curtis

“Insurance services are non-advisory services that may be offered through Curtis Wealth Management. Jordan Curtis is a licensed insurance agent in Nevada and, as such, is eligible to receive commissions for the sale of insurance products, including th...”
In Business Since 2020
170 S Green Valley Pkwy #300, Henderson, NV
i
Capella Mortgage

Capella Mortgage

(21)
“We were at the end of our escrow, actually the day before closing when we got a call from our lender telling us he just found out he's not licensed in NV!!”
In Business Since 2006
3765 Sunset Rd Ste B2, Las Vegas, NV
i
Torchlight Tax and Financial Solutions

Torchlight Tax and Financial Solutions

(27)
Business Services, Individual Services, Tax Services
“If you are a S-corp or sole proprietor LLC especially there is no organization better to handle your taxes and any tax issues than Torchlight Tax - hands down.”
Free Initial Consultation
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 2020
9788 Gilespie St, Las Vegas, NV
i
Kondler & Associates Cpas

Kondler & Associates Cpas

(30)
Financial Services and Investments, CPA Peer Reviews, Sports Betting/ Fantasy Sports – Tax Consultation
“Yes, there is a difference between cordial because it's something you do, nice because you are trying to earn business, and kind because you actually care.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2008
8475 W Sunset Rd UNIT 201, Las Vegas, NV
i
Cassady Law Offices

Cassady Law Offices

(30)
Trust Administration, Certified Financial Planning, Asset Protection
“All of my questions were answered where as when I had difficulty, without hesitation they were explained, so that I understood and was satisfied before I signed the final documentation.”
Family Business
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2004
10799 W Twain Ave, Las Vegas, NV
i
Ken R. Ashworth & Associates

Ken R. Ashworth & Associates

(17)
IRS Issues, Audits & Litigation, Estate Planning, Business Litigation
“I'm always happy to see Ken or his crew, and for a lawyer with his reputation and experience, he is humble and charges people fair fees for the scope of work needed to be done.”
Free Initial Consultation
Accepts Financing available
Licensed, BBB Rating: A+
In Business Since 1995
1057 Whitney Ranch Dr, Henderson, NV
i
Anderson Business Advisors

Anderson Business Advisors

(29)
Bookkeeping, Tax Planning, Retirement Planning
“As I'm still a new client and still learning it will likely be some time before I can take full advantage of all they have to offer, but so far I'm very satisfied.”
In Business Since 2004
3225 McLeod Dr, Las Vegas, NV
i
Forthright Capital Partners

Forthright Capital Partners

(24)
Executive Bonus Plans, Retirement Plans, Succession Planning
“Rachel Chung my agent has always been so helpful, professional, efficient, compassionate and always willing to go the extra mile to get the job done.”
Family Business
In Business Since 2020
7251 W Lake Mead Blvd Suite 300, Las Vegas, NV
i
Ratio CPA

Ratio CPA

(23)
Accounting, Wealth Management, Tax Preparation
“From a tax preparation standpoint, they gave honest, upfront pricing, rather than the hourly rate like my prior accountant, and it was done in a timely manner.”
Remote Consultations Available
In Business Since 2021
410 S Rampart Blvd Suite 390, Las Vegas, NV
i
Tax Samaritan

Tax Samaritan

(27)
Linkedin, Facebook, Twitter
“As a US citizen overseas, Tax Samaritan has saved me time, hastle and money, and they've been both helpful and patient with my limited understanding of the procedures.”
In Business Since 2013
6616 N Ruddock Dr, North Las Vegas, NV
i
Joseph Miller - Financial Advisor: Westpac Wealth Partners

Joseph Miller - Financial Advisor: Westpac Wealth Partners

(30)
  • Investments
  • Family
  • Knowledge
“I can't even explain the passion Joey has for his clients, he has always gone above and beyond for me and the needs of my family as if they were his own.”
In Business Since 2018
8906 Spanish Ridge Ave, Las Vegas, NV
i
Universal Retirement

Universal Retirement

(30)
  • Military
  • Future
  • Understand
“Absolutely provided us all with a multitude of options with absolutely zero pressure, and even offered to put us in touch with experts on products outside his expertise.”
In Business Since 2015
3127 E Warm Springs Rd Ste 100, Las Vegas, NV
i
Ignite Funding

Ignite Funding

(30)
  • Income
  • Account
  • Diversification
“I think Ignite Funding does an excellent job providing their investors with quality investment choices and I have found Howard Robbins to be a valuable resource in navigating through their offerings.”
Licensed, BBB Accredited
In Business Since 2011
6700 Via Austi Pkwy Suite 300, Las Vegas, NV
i
Aztec Tax Solutions

Aztec Tax Solutions

(27)
Tax Audit & Audit Defense, Out of State Taxes, Book Consultation
“If you looking for a reliable, trustworthy and loyal place to file your tax return the best team to work with in town is Aztec Insurance agency hands down!”
Family Business
Free Initial Consultation
In Business Since 2019
4855 W Desert Inn Rd #102 B, Las Vegas, NV
i
Arista Wealth Management

Arista Wealth Management

(28)
  • Videos
  • Team
“I love watching The Arista Advice videos posted on the firm's social media channels, reading the Economic Updates posted on their website, and listening to the new Arista Advice Podcast.”
In Business Since 2006
8876 Spanish Ridge Ave Suite #202, Las Vegas, NV
i
SBG Consulting

SBG Consulting

(27)
Bookkeeping Services, Business Services, New Business Incubator
“Sara and her staff are top notch, professional, and quick to respond when I have a question or need help, and I highly recommend them to everyone looking for an accounting firm.”
Transparent Fees & Pricing
In Business Since 2020
7930 W Sahara Ave, Las Vegas, NV
i
Rsg Accounting

Rsg Accounting

(3)
“Willing to work with his clients.”
Licensed, BBB Rating: A+
In Business Since 2002
340 E Warm Springs Rd STE 110, Las Vegas, NV
i
Tompkins & Peters Cpas

Tompkins & Peters Cpas

(11)
  • Questions
“Following their advice for both personal and business tax strategy we not only survived the 2008 crises but where able to do so without having to discharge one employee.”
Remote Consultations Available
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
1880 E Warm Springs Rd Suite 115, Las Vegas, NV
i
Katherine Lei, CPA

Katherine Lei, CPA

(11)
Succession Planning, Part-Time CFO Services, Reviews - Compilations
“Truly appreciate Katherine's firm with respectful attitude to others, promptness of acknowledgment and her researches is so willingly outstanding, dedication of on top of informing updates and changes, her detail oriented and organizable approach, ha...”
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2013
5510 S Fort Apache Rd #20, Las Vegas, NV
i
Link Financial Advisory

Link Financial Advisory

(7)
Trust and Estate Planning, Social Security Planning, Portfolio Line of Credit
“I have to say that I feel more comfortable after talking to Richard about my money and how he was able to make me see where I can be financially with his advise in the upcoming future.”
Accepts All Major Credit Cards
Licensed, BBB Accredited
In Business Since 2016
6145 S Rainbow Blvd #105, Las Vegas, NV
i

Retirement Planning and Investment Management Services in Spring Valley, NV Cost Estimates

Minimum cost
$1219
Maximum cost
$10362
National Average
$3657
Avg Per Hour Rates
$366
$2438
$6705
Typical price range is based on 491 cost profiles
Click to copy
Successfully copied!
Average Cost $3657
Minimum cost $1219
Maximum cost $10362
Avg Per Hour Rates $366

Typical range $2438 to $6705 is based on 491 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top