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Anderson Business Advisors

(49)

Assets
Presentation
Educational

“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.”

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Kondler & Associates Cpas

(49)

Team
Expertise
Communication

“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.”

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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.”

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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.”

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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.”

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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.”

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The 24 firms listed for Las Vegas, NV provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Las Vegas, NV

All 24 firms we list here are in Las Vegas itself. We have 89 firms in Las Vegas on file; this page shows the highest-rated 24. The firms on this page are rated from 4.4 to 5.0 across 1,208 reviews; 4 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (81%) and quality (59%). The topics that come up most in reviews of the firms on this page are "knowledge", "expertise" and "patient". 2 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (3), retirement planning (3), bookkeeping (2) and risk management (2). 2 show a license on their websites and 1 lists staff certifications (CFP). Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Las Vegas take financial planning bookings online?

8 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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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.”

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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...”

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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.”

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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.”

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Lifetime Wealth Strategies

(4)

Knowledge
Financial Advisor
Questions

“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.”

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CPA Attorney

(21)

Legal
Mom
Questions

“The decision to meet with Lenny was a very good one and his professional knowledge and guidance allowed us to leave the office today feeling compliant and a weight lifted off our shoulders.”

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Financial Groove

(11)

Team
Finances
Studio

“Having a partner you can trust with your finances is super hard to find, and so far working with FG has been one of the best decisions I've made for my studio!”

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Ntact Retirement Solutions | Las Vegas Financial Advisor

(10)

Portfolio
Goals
Strategy

“Known Mahlon Edwards and his business many many years and able to live a more secure and profitable retirement life due to his expertise and experience in managing investments.”

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Mark Dicus & Company

(5)

“We are still working on an IRS resolution and OIC offer in compromise but we feel a lot better about the future and we are really glad to have Mecham Dicus on our side.”

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Caldera Wealth Management

(8)

Information
Patient
Investing

“Caldera stepped in and helped tremendously with getting all of the paperwork organized, all of the forms filed, and communicating back and forth so that all parties knew what was going on.”

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Blue Moon Advisors

(12)

Team
Documents
Skills

“His invaluable knowledge, skills, hard work ethic and development of business health scoring system revolutionizes the business finance industry, Tony brings the needed resources to any company with his Blue Mood Advisors Team.”

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Link Financial Advisory

(8)

Knowledge

“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.”

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Kam Financial Group

(1)

“The experience with Kam Financial has been very satisfying and challenging experience.”

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Retirewire

(18)

Financial Advisors
Knowledge
Questions

“For example, the retirement budget spreadsheet template or the portfolio rebalancer are very helpful with budgeting and rebalancing your investment portfolio.”

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The Wealth Consulting Group

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Money Managers

(2)

“It is a blessing to be working with them and knowing that they are looking out for my best interest.”

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Stars and Stripes Financial Services

(2)

“Last year, I was in a special situation, Patrick could have said I will proceed with taking your money instead he was honest and provided me with what if scenarios.”

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Divorce Strategies Group

(2)

Compassion
Team
Understanding

“Melissa is known not only for knowledge in all financial aspects of divorce but in showing compassion and understanding to her clients.”

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Average Cost	$3727
Minimum cost	$1243
Maximum cost	$10560
Avg Per Hour Rates	$373

Best Financial Advisors in Las Vegas, NV

Anderson Business Advisors

Kondler & Associates Cpas

Ignite Funding

Universal Retirement

Stevenson Retirement Solutions

Joseph Miller - Financial Advisor: Westpac Wealth Partners

Area overview: Las Vegas, NV

Arista Wealth Management

Whalen Financial

Tompkins & Peters Cpas

How Money Works Learning Center - Las Vegas

Lifetime Wealth Strategies

CPA Attorney

Financial Groove

Ntact Retirement Solutions | Las Vegas Financial Advisor

Mark Dicus & Company

Caldera Wealth Management

Blue Moon Advisors

Link Financial Advisory

Kam Financial Group

Retirewire

The Wealth Consulting Group

Money Managers

Stars and Stripes Financial Services

Divorce Strategies Group

Retirement Planning and Investment Management Services in Las Vegas, NV Cost Estimates

Why these companies made our list

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