The highest-rated Financial Planning & Wealth Management companies out of 198 vetted & reviewed in the Sunrise Manor area.
Learn how we score.
Prominent finalists A-Z in Sunrise Manor
Anderson Business Advisors
Appreciation Financial
Arista Wealth Management
Ascend CPA & Advisors
Aztec Tax Solutions
BD & Associates, Cpas
BMS Financial, Insurance & Tax Services
CPA Financial Architects
Capella Mortgage
Dr. Friday Tax Solutions
Ignite Funding
Joseph Miller – Financial Advisor: Westpac Wealth Partners
Katherine Lei, CPA
Ken R. Ashworth & Associates
Kondler & Associates Cpas
La Paloma Services
McCarthy Kaster Guerrero CPAS
Shannon Hearn, Realtor / Real Estate
Sonia’s Tax Services
Stevenson Retirement Solutions
Tax Samaritan
Tompkins & Peters Cpas
Torchlight Tax and Financial Solutions
Universal Retirement
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Capella Mortgage
(28)
Investor
Home
Hard Money
“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...”
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BD & Associates, Cpas
(12)
Pay My Invoice, Forms
“The best in the business, highly recommend!”
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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!!!”
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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.”
“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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Anderson Business Advisors
(49)
Real Estate Funding, Real Estate Asset Protection, Registered Agent
“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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Appreciation Financial
(48)
Free Pension Review, Living Benefit Life Insurance, Debt Relief Solutions
“When deciding how to best take care of your family financially and choose strategies that fit your budget, you need someone patient, knowledgeable, and empathetic to help you navigate and achieve those goals.”
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Tax Samaritan
(47)
Facebook, Linkedin, 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.”
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Ignite Funding
(50)
Loan
Investment Company
Returns
“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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Aztec Tax Solutions
(41)
Tax Preparation, Insurance, Entity Formation
“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!!”
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Shannon Hearn, Realtor / Real Estate Agent
(49)
Knowledge
Expectations
Market
“We've worked together on 2 referrals and I cannot be more impressed with the level of professionalism, communication and expertise throughout the process.”
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Universal Retirement
(48)
Plan
Investment
Future
“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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McCarthy Kaster Guerrero Cpas
(7)
Business Services, Tax Services, Services For Quickbooks
“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.”
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Ascend CPA & Advisors
(31)
Business Services, Tax Services, Accounting 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”
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CPA Financial Architects
(48)
Corporate TAX Planning & Preparation, Bookkeeping AND Payroll Services, Trusts, Non-Profit, AND Estate Returns
“I recently had the privilege of utilizing the services of an exceptional Certified Public Accountant (CPA) who not only met but exceeded my expectations when it came to preparing a financial report for the Nevada State Contractors Board.”
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Stevenson Retirement Solutions
(40)
Annuity
Retirement Planning
The Future
“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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Sonia's Tax Services
(49)
People
Deductions
Small Business
“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........”
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Ken R. Ashworth & Associates
(23)
Business Litigation, Estate Planning, IRS Issues, Audits & Litigation
“I was dealing with all types of challenges surrounding the death of my wife, and Ken Ashworth took time to visit with me, answer questions, and then, helped me deal with probate and tax issues.”
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BMS Financial, Insurance & Tax Services
(46)
Retirement
Investment
Tax Preparer
“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
(31)
Goals
Knowledge
Future
“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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Arista Wealth Management
(27)
Videos
Goals
Company
“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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Katherine Lei, CPA
(11)
Non-Profit Organizations, Business Services, New Business Formation
“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...”
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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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Dr. Friday Tax Solutions
(5)
Business Services, Tax Services, Services For Quickbooks
“To add to the great service, he makes himself available so I can call him anytime I have a question or concern.”
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Retirement Planning and Investment Management Services in Sunrise Manor, NV Cost Estimates