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
Arista Wealth Management
Aztec Tax Solutions
Capella Mortgage
Done 41
Forthright Capital Partners
Ignite Funding
Joseph Miller – Financial Advisor: Westpac Wealth Partners
Katherine Lei, CPA
Kelly Tate, CPA
Ken R. Ashworth & Associates
Kondler & Associates Cpas
La Paloma Services
Link Financial Advisory
Ratio CPA
Rob McConnell CPA & Associates
Rsg Accounting
SBG Consulting
Safe Money Advisors
Tax Busters PSC
Tax Samaritan
Tompkins & Peters Cpas
Torchlight Tax and Financial Solutions
Universal Retirement
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Capella Mortgage
(21)
“The wonderful people at Capella, from the owners, top executive management, and the entire staff work so diligently to make your business experiences top notch!”
i
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Torchlight Tax and Financial Solutions
(27)
Individual Services, Business Services, Tax Services
“Dave knew exactly what combinations of financial statements and other supporting documentation were required and he carefully and patiently guided me through the process of gathering everything that was needed.”
i
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Kondler & Associates Cpas
(30)
Tax Services, Business Advisors, Financial Services and Investments
“He has used his expertise to save me money wherever possible, coming up with innovative strategies and suggestions along with additional avenues to explore in the coming years.”
i
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Ken R. Ashworth & Associates
(17)
Business Litigation, Estate Planning, IRS Issues, Audits & Litigation
“Not only was the team understanding, they were very clear from the beginning about the costs and time of having to get everything squared away because there was no will or trust.”
i
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Anderson Business Advisors
(29)
Real Estate Funding, Real Estate Asset Protection, Registered Agent
“As I'm still a new client and still learning it will likely be some time before I can take full advantage of all they have to offer, but so far I'm very satisfied.”
“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.”
i
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Tax Samaritan
(27)
Facebook, Linkedin, Twitter
“As a US immigrant who recently immigrated and owns foreign assets and a foreign business, my taxes required niche and deep knowledge of the tax code and I struggled to prepare my taxes correctly.”
i
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Ratio CPA
(23)
CFO Services, Tax Preparation, Accounting
“Not only are they consummate professionals and maximally competent, they also add a personal touch and concierge-level client care that I've never even encountered elsewhere in the space.”
i
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Universal Retirement
(30)
Plan
Responsive
Family
“James has been our advisor for several years now and is always quick to take our calls and is able to explain finances and retirement plans so that we are able to understand.”
i
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Ignite Funding
(30)
Investor
Underwriting
Portfolio
“Finally, they have a thorough and transparent approach (written communications and discussion with your account manager) to outlining both opportunities and risks prior to deciding to move forward with an investment.”
i
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Joseph Miller - Financial Advisor: Westpac Wealth Partners
(30)
Goals
Knowledge
Investments
“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
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Aztec Tax Solutions
(27)
Personal Income Tax Fillling, Renew Itins, Tax Audit & Audit Defense
“Ive been having my taxes done for 3 years already with her and every single year instead of dreading tax season, it always turns out to be a smooth process.”
i
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Arista Wealth Management
(28)
Videos
Team
“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
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SBG Consulting
(27)
New Business Incubator, Business Services, Bookkeeping Services
“Sara and her staff are top notch, professional, and quick to respond when I have a question or need help, and I highly recommend them to everyone looking for an accounting firm.”
i
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Tompkins & Peters Cpas
(11)
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
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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...”
i
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Rsg Accounting
(3)
“Absolutely full service no frills tell them your need and they come with the plans.”
i
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Link Financial Advisory
(7)
Retirement Planning, Insurance Services, Trust and Estate Planning
“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.”
i
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Safe Money Advisors
(1)
“He saved our retirement and we look forward to our meetings Highly recommend.”
i
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La Paloma Services
(12)
Insurance
Labor
“I would recommend this establishment to anyone looking for a professional and exceptional environment, while still having the friendliness and support of the work staff.”
i
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Tax Busters PSC
(2)
Business Services, Tax Services, Become A Tax Preparer
“Excellent Services”
i
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Done 41
(5)
Tax Services, Tax Relief, Services For Quickbooks
“He was able to file my taxes quickly and made the process painless!”
i
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Kelly Tate, CPA
(4)
Business Services, Tax Services, Quickbooks Services
“Kelly, Kyoko, and Catherine have been helpful with our bookkeeping & business taxes.”
i
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Rob McConnell CPA & Associates
(12)
Tax Problem Resolution, For Individuals, For Small Businesses
“I recently applied for an SBA loan that was declined due to partnership and classification errors made by my previous tax firm, which included the last 3 years of my filed business and personal returns.”
i
Retirement Planning and Investment Management Services in Sunrise Manor, NV Cost Estimates