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

(49)
  • Small Business
  • Couple
  • Office
“I absolutely love them, I have been coming here since I ever started doing my taxes I was like 22 I'm 34 I don't let anyone else do my taxes they are amazing.”
In Business Since 2014
2801 S Valley View Blvd Suite 6, Las Vegas, NV
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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
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America's Retirement Planners

America's Retirement Planners

Annuities and Retirement Insurance Plans
“The Firm provides retirement & asset planning solutions for conservative individuals who want to protect their Financial & Estate Plans, while protecting their principal and having the ability for additional income now or later in retirement.”
In Business Since 2020
701 N Green Valley Pkwy #200, Henderson, NV
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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 #300, Henderson, NV
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Intermex Wire Transfer

Intermex Wire Transfer

4840 Spring Mountain Rd, Las Vegas, NV
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Capella Mortgage

Capella Mortgage

(28)
  • Investment
  • Team
“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
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Torchlight Tax and Financial Solutions

Torchlight Tax and Financial Solutions

(42)
Business Services, Individual Services, Tax Services
“They help keep me organized and I really trust them to help me with whatever transaction I need to handle and to do it in an efficient and ethical way.”
Free Initial Consultation
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 2018
9788 Gilespie St, Las Vegas, NV
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Cassady Law Offices

Cassady Law Offices

(48)
Trust Administration, Certified Financial Planning, Asset Protection
“We were very happy to experience friendly, professionals who took the time to answer all our questions and make the process easy, thorough and efficient!”
Free Initial Consultation
Family Business
Transparent Fees & Pricing
Licensed
10799 W Twain Ave, Las Vegas, NV
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Smart Bee

Smart Bee

(39)
Tax Services, Business Services, Services For Individuals
“With me personally, I have had no complaints for several years and 6 days ago I had my daughter in this country after so many years of long waiting for them!”
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2017
5899, 3675 S Decatur Blvd #4, Las Vegas, NV
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Kondler & Associates Cpas

Kondler & Associates Cpas

(49)
Financial Services & Investments, CPA Peer Reviews, Sports Betting Tax Consultation
“Gary made me feel super comfortable with my tax questions since it wasn't my specialty and made sure it was okay to ask questions without feeling insecure about it!”
Accepts All Major Credit Cards
In Business Since 2008
8475 W Sunset Rd UNIT 201, Las Vegas, NV
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Tax Samaritan

Tax Samaritan

(47)
Linkedin, Facebook, Twitter
“I have been working with Tax Samaritan for the last 7 years and they have been extremely efficient, informative, and professional to support my tax needs.”
In Business Since 2013
6616 N Ruddock Dr, North Las Vegas, NV
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Anderson Business Advisors

Anderson Business Advisors

(47)
Bookkeeping, Tax Planning, Retirement Planning
“Those 6 hours were time well spent with Anderson They really loves what they do and clearly want to share their wealth of knowledge with their audience and future clients!”
In Business Since 2004
3225 McLeod Dr, Las Vegas, NV
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Ignite Funding

Ignite Funding

(50)
  • Borrowers
  • Returns
  • Account
“I have used other investing platforms in real estate and other alternative investments platforms, but I must say, none meets the ease, professionalism, nor results that I have come to find at Ignite.”
Licensed, BBB Accredited
In Business Since 2011
6700 Via Austi Pkwy Suite 300, Las Vegas, NV
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Universal Retirement

Universal Retirement

(49)
  • Military
  • Team
  • 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
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Shannon Hearn, Realtor / Real Estate Agent

Shannon Hearn, Realtor / Real Estate Agent

(47)
  • Needs
  • Selling
  • Market
“Her wealth of knowledge in real estate and her go getter attitude is what makes her the trust worthy and efficient real estate leader in her community.”
Licensed
In Business Since 2021
2230 Corporate Cir #250, Henderson, NV
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McCarthy Kaster Guerrero Cpas

McCarthy Kaster Guerrero Cpas

(7)
Services For Quickbooks, Industries, 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.”
Transparent Fees & Pricing
Offers Financing Options
Se Habla Español
Accepts Paypal
163 E Warm Springs Rd, Las Vegas, NV
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Aztec Tax Solutions

Aztec Tax Solutions

(41)
Tax Audit & Audit Defense, Out of State Taxes, Book Consultation
“She has done my taxes for the last 4 years now and she always does such a good job, anytime I have a question I text her and she always responds promptly.”
Family Business
Free Initial Consultation
In Business Since 2019
4855 W Desert Inn Rd #102 B, Las Vegas, NV
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CPA Financial Architects

CPA Financial Architects

(48)
Trusts, Non-Profit, AND Estate Returns, Bookkeeping AND Payroll Services, Corporate TAX Planning & Preparation
“Needed very specific financials for the Nevada State Contractors Board, Tim was such a pleasure to work with and not to mention in such a small time frame as we had a strict deadline.”
Accepts All Major Credit Cards
In Business Since 2013
54 N Pecos Rd A, Henderson, NV
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Ascend CPA & Advisors

Ascend CPA & Advisors

(29)
Accounting Services, Entity Structuring and Consulting, Tax Services
“We have had our taxes done by Ron Harris since 2000 and have recommended his firm to many of our friends and they were all very pleased with the service.”
Free Initial Consultation
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2018
5215 S Durango Dr #3, Las Vegas, NV
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BMS Financial, Insurance & Tax Services

BMS Financial, Insurance & Tax Services

(45)
  • Planning
  • Information
  • Tax Preparer
“We had a great experience with BMS Financial services we needed a tax person to prepare our taxes and Tieri was the best that we will be back again next year!!!”
In Business Since 1995
375 N Stephanie St #2212, Henderson, NV
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Ken R. Ashworth & Associates

Ken R. Ashworth & Associates

(20)
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.”
Accepts Financing available
Licensed, BBB Rating: A+
In Business Since 1995
1057 Whitney Ranch Dr, Henderson, NV
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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
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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
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Stevenson Retirement Solutions

Stevenson Retirement Solutions

(30)
  • Knowledge
  • Phone Calls
  • Products
“John Stevenson provided the information and experience I needed to make a good financial decision in my portfolio, the process was simple and the execution was flawless.”
In Business Since 2004
8275 S Eastern Ave Suite 254, Las Vegas, NV
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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
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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

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