The highest-rated Financial Planning & Wealth Management companies out of 118 vetted & reviewed in the Las Vegas area.
Learn how we score.
Prominent finalists A-Z in Las Vegas
Anderson Business Advisors
Arista Wealth Management
Ascend CPA & Advisors
Aztec Tax Solutions
Capella Mortgage
Cassady Law Offices
Dr. Friday Tax Solutions
Goodman Lifetime Wealth Strategies
How Money Works Learning Center – Las Vegas
Ignite Funding
Joseph Miller – Financial Advisor: Westpac Wealth Partners
Katherine Lei, CPA
Kelly Tate, CPA
Kondler & Associates Cpas
La Paloma Services
McCarthy Kaster Guerrero CPAS
Payment USA
Sonia’s Tax Services
Stevenson Retirement Solutions
Tax Samaritan
Tompkins & Peters Cpas
Torchlight Tax and Financial Solutions
Universal Retirement
Whalen Financial
View Profile
Capella Mortgage
(28)
Investor
Borrowers
Ethics
“Monica is way ahead of the curve she is always on her game her response time is at lighting speed she details what her request is which is beyond most excellent...”
i
View Profile
Cassady Law Offices
(48)
Probate, Trust Administration, First Responders
“When I visited them I was more than delighted to find that they provided full professional services as part of the community services commitment they made many years ago.”
i
View Profile
Torchlight Tax and Financial Solutions Tax Preparation
(45)
Individual Services, Business Services, Tax Services
“So this is where we started, and for a nominal fee Torchlight resubmitted a variation to last years tax statement and as a result I got over $10,000 returned from last year ALONE - Meaning the large firm had me OVER PAY by more then $10,000!!!”
i
View Profile
Smart Bee
(40)
Business Services, Tax Services, Services For Individuals
“Today I went to do my taxes and I was very pleased with their work, they are very professional and the service is excellent, all their workers are very attentive and friendly.”
i
View Profile
Anderson Business Advisors
(49)
Real Estate Asset Protection, Tax Planning, Living Trusts
“His company is compromised of experienced and diverse professionals who can help achieve financial goals, through entity formation and tax strategies, resulting in legacy wealth.”
“Although I knew little of Ray Kondler, CPA personally, I found him to be a unique individual, kind nature at heart; definitely most knowledgeable and a well qualified CPA.”
i
View Profile
Tax Samaritan
(47)
Facebook, Linkedin, Twitter
“I used them last year even though my return was prepared by Deloitee through my company and they managed to find about $3K in deferred savings from extra taxes we had paid previously to a foreign government.”
i
View Profile
Ignite Funding
(50)
Loan
Portfolio
Income
“I have been with Ignite Funding going on a year now & love how well they keep their investors informed & up to date with an awesome & very informative website with all the information you could ask for.”
i
View Profile
Aztec Tax Solutions
(41)
Tax Preparation, Entity Formation, Insurance
“This was my first year filing and she really made everything simple for me and provided me with all the resources necessary I'll definitely be coming back for all my Tax needs!!”
i
View Profile
Universal Retirement
(48)
Plan
Team
Interest
“James possesses a remarkable ability to establish strong relationships with employees, fostering trust and confidence in every financial decision you may need or want to make.”
i
View Profile
McCarthy Kaster Guerrero Cpas
(7)
Business Services, Services For Quickbooks, Tax Services
“I have worked with MKG CPA's two times now in getting financial statements to be used for the Nevada State Contractor's Board and both have been a great experience.”
i
View Profile
Ascend CPA & Advisors
(31)
Business Services, Accounting Services, Tax Services
“I would have been completely screwed had I done that myself or let anybody else do them, especially H&R Block Positive Responsiveness, Quality, Professionalism, Value”
i
View Profile
Stevenson Retirement Solutions
(40)
Annuity
Products
Phone Calls
“After doing some brief research, John was able to get on a zoom call with me and explain, in detail, an easy to read spreadsheet on how well my money can perform for me while giving me the security I was seeking for my family.”
i
View Profile
Sonia's Tax Services
(49)
People
Office
Couple
“I was in your office this afternoon and as always very kind Yesicca and Sonia have helped me a lot for 2 years I had problems with my itin and here they solved me I highly recommend them and thank you very much........”
i
View Profile
Joseph Miller - Financial Advisor: Westpac Wealth Partners
(31)
Goals
Future
Knowledge
“I'm an independent freelancer in the film industry and have a TON of random expenses, income, and all manner of financial chaos surrounding my life which I just could never get in order.”
i
View Profile
Arista Wealth Management
(27)
Videos
Company
Goals
“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.”
i
View Profile
Whalen Financial
(26)
Trust
Greeting
Expertise
“From Nancy crushing it with a warm greeting when you enter the office, all the way to the CEO himself, Andrew Whalen - you will be hard pressed to find a team of estate planning and wealth management experts that cares more about you and your financi...”
i
View Profile
Katherine Lei, CPA
(11)
Business Services, Part-Time CFO Services, Cash Flow Management
“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...”
i
View Profile
Tompkins & Peters Cpas
(10)
Future
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.”
i
View Profile
Dr. Friday Tax Solutions
(5)
Business Services, Services For Quickbooks, Tax Services
“To add to the great service, he makes himself available so I can call him anytime I have a question or concern.”
i
View Profile
How Money Works Learning Center - Las Vegas
(20)
Service
Financial Literacy
To Learn
“I had a wonderful meeting with Jamee, she demonstrated a deep understanding of my financial goals and provided tailored advice that helped me make informed decisions about my financial future.”
i
View Profile
Payment USA
(8)
High Risk Merchant Account, Integrations and Gateways, Ecommerce and Moto Solutions
“Payment USA is One of the leading company in USA, providing a various types of services like high risk merchant accounts, online credit card processing, credit card payment, online card payments and so on.”
i
View Profile
Lifetime Wealth Strategies
(4)
Skip to Main Content, Skip to Footer, Skip to Primary Navigation
“It was during his seminar that I learned about financial products that could be helpful with my retirement, which my previous financial adviser never provided.”
i
View Profile
Tate and Klohr Cpas, Kelly Tate, CPA
(4)
Business Services, Quickbooks Services, Tax Services
“I have also referred many clients to him and they have been very happy with his work.”
i
Retirement Planning and Investment Management Services in Las Vegas, NV Cost Estimates