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Best Financial Advisors near Spring Valley, NV
There are no firms listed in Spring Valley itself yet; the 24 below are the closest options, from Las Vegas (16, 9 mi) and Henderson (8, 14 mi).
2 open weekends · 20 rated 4.5+
Data verified October 15, 2026
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Sebonic Financial
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Anderson Business Advisors
- Entity
- Presentation
- Wealth
“I love how you made it clear on what you can expect from your office and the benefits of have your taxes done correctly there is so much I now understand a little better.”
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Kondler & Associates Cpas
- File
- Expertise
- Knowledge
“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!”
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Appreciation Financial
- Planning
- Meeting
- MLM
“So much so that it motivated me to discuss my husband's current 401k contributions and she will also be aiding him with his questions and concerns to guide us to better outcomes in the future.”
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Ignite Funding
- Trust
- Portfolio
- Account
“If you have cash on the sidelines, give them a call and learn what Ignite is all about and if their investment opportunities are right for you and your financial situation.”
The 24 firms listed for Spring Valley, 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: Spring Valley, NV
22 of the 24 firms on this page have a rating, from 4.4 to 5.0 across 1,425 reviews; 7 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (84%) and quality (66%). The topics that come up most in reviews of the firms on this page are "expertise", "knowledge" and "efficient". 2 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (3), bookkeeping (2), financial planning (2), retirement planning (2) and risk management (2). 17 have ten or more years of experience, the longest 36 years. 1 offers payment plans and 3 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 19 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Spring Valley offer a free first meeting?
3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Universal Retirement
- Budget
- Team
- Understand
“Along the way James has stayed in touch and checked in while I was implementing the plan, it's like having an additional family member that keeps you on track financially.”
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CPA Financial Architects
- Financial Statements
- Documents
- Price
“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.”
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Stevenson Retirement Solutions
- Research
- Products
- Videos
“I spoke with him both via text and telephone calls and he explained everything I needed to know and I then decided to invested in a 5 year multi year guaranteed annuity (MYGA).”
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BMS Financial, Insurance & Tax Services
- Expenses
- Information
- Money
“Sonya, my tax preparer was very thorough and communicative throughout the whole process, answering all of my questions as we went along and offering helpful advice.”
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Joseph Miller - Financial Advisor: Westpac Wealth Partners
- Future
- Knowledge
- Goals
“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.”
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Arista Wealth Management
- Company
- Goals
- Videos
“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
- Wealth Management
- Greeting
- Information
“Andrew and team are exceptionally knowledgeable and able to give you a visual as well as oral explanation of how your money is being managed, as if your portfolio is top priority.”
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Tompkins & Peters Cpas
- 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
- Meeting
- Financial Literacy
- Debt
“Finances have always been a really confusing & daunting subject, but she really takes the time to make sure you understand things at your own pace without any judgement.”
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Rightpath Financial Group
- Retirement
“Rightpath helped my wife and I with some retirement planning strategies to reduce our taxes.”
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Lifetime Wealth Strategies
- Financial Advisor
- Knowledge
- 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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Financial Groove
- Finances
- Team
- 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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National One Advisors
“These guys do an amazing job!!”
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CPA Attorney
- Mom
- Legal
- 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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Cornerstone Wealth Management
- Retirement
- Company
- Matter
“He presented us with an investment plan that made sense for retirees.”
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Ntact Retirement Solutions | Las Vegas Financial Advisor
- Goals
- Portfolio
- 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
“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
- Patient
- Investing
- Information
“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.”
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
Why these companies made our list
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