Chat with us, powered by LiveChat

Best Las Vegas, Nevada Financial Advisors

When it comes to managing your financial future, choosing the right financial advisor is crucial. In Las Vegas, Nevada, you have a wealth of options to choose from, each offering unique services tailored to meet different financial needs. This article will guide you through the top financial advisors in Las Vegas, highlighting their specialties, services, and client reviews to help you make an informed decision.

What to Look for in a Financial Advisor

Choosing a financial advisor involves more than just picking the first name that comes up in a search. Here are some key factors to consider:

- -
  • Credentials: Look for advisors with Certified Financial Planner (CFP) designations or other recognized certifications.
  • Experience: Advisors with extensive experience, particularly in areas relevant to your financial needs, can offer more reliable advice.
  • Fee Structure: Understand how the advisor is compensated. Fee-only advisors are typically preferred as they are paid solely by their clients and do not earn commissions from selling products.
  • Fiduciary Duty: A fiduciary is legally obligated to act in your best interest. This is a critical aspect to ensure unbiased advice.
  • Client Reviews: Positive reviews and testimonials can give insights into the advisor’s reputation and client satisfaction.
See also  How Medical Debt Can Impact Your Job Search and Employment

Arista Wealth Management, LLC

Overview

Arista Wealth Management, LLC, established in 2006, is a top financial advisor firm in Las Vegas. They offer comprehensive services including financial planning, investment management, retirement planning, and asset management. With over 60 years of combined experience, the team at Arista Wealth prioritizes personalized service and regular communication to help clients achieve their financial goals.

Services and Contact Information

  • Services: Financial Planning, Investment Management, Retirement Planning, Business Planning
  • Website: Arista Wealth Management
  • Phone: 702-309-9970
  • Address: 8925 W Russell Rd #200, Las Vegas, NV 89148

Client Reviews

Clients praise Arista Wealth for their personalized approach and professionalism. One client noted, “The team at Arista Wealth has been instrumental in helping us plan for retirement. Their advice is always clear and tailored to our needs.”

SkyOak Wealth

Overview

SkyOak Wealth is known for its tailored financial planning services, especially for high net-worth individuals. They offer a wide range of services including independent IRAs, family office services, and wealth management, making them a one-stop-shop for financial planning needs.

Services and Contact Information

  • Services: Financial Planning, Wealth Management, Retirement Planning, Self-Directed IRA Services
  • Website: SkyOak Wealth
  • Phone: 800-971-8070
  • Address: 410 S Rampart Blvd Suite 390, Las Vegas, NV 89145

Client Reviews

Clients commend SkyOak Wealth for their thorough and client-centric approach. A review mentions, “SkyOak has helped us navigate complex financial situations with ease. Their team is knowledgeable and always puts our interests first.”

- -

Summit Portfolio Management

Overview

Summit Portfolio Management, founded in 1984, is an independent advisory firm that provides financial advice based on Nobel Prize-winning research. They focus on high net worth individuals and fiduciaries, offering state-of-the-art financial planning strategies and portfolio management.

Services and Contact Information

  • Services: Financial Planning, Portfolio Management, Retirement Planning, Wealth Management
  • Website: Summit Portfolio Management
  • Phone: 702-838-9999
  • Address: 10091 Park Run Drive, Suite 110, Las Vegas, NV 89145
See also  How to Handle Medical Debt as a Self-Employed Entrepreneur

Client Reviews

Summit Portfolio Management is highly rated for their innovative approach and commitment to client success. One satisfied client wrote, “Their portfolio engineering process has significantly improved our investment returns.”

The Investment Counsel Company (ICC)

Overview

The Investment Counsel Company (ICC) is a leading independent wealth management firm in Las Vegas, recognized for its fiduciary standard and commitment to client interests. They offer comprehensive financial planning and wealth management services.

Services and Contact Information

  • Services: Financial Planning, Wealth Management, Retirement Planning, 401(k) Plan Advising
  • Website: The Investment Counsel Company
  • Phone: 702-871-8510
  • Address: 10000 W Charleston Blvd #280, Las Vegas, NV 89135

Client Reviews

ICC is praised for its transparency and personalized service. A review highlights, “ICC’s team has provided us with excellent advice and guidance, helping us achieve our financial goals with confidence.”

Redrock Wealth Management

Overview

Redrock Wealth Management specializes in retirement planning and wealth management. They pride themselves on their fiduciary commitment and fee-only services, ensuring that clients receive unbiased advice tailored to their specific needs.

- -

Services and Contact Information

  • Services: Retirement Planning, Wealth Management, Financial Planning, Investment Management
  • Website: Redrock Wealth Management
  • Phone: 702-987-1607
  • Address: 601 S Rancho Dr #A1, Las Vegas, NV 89106

Client Reviews

Clients appreciate Redrock’s proactive approach and expertise. One client stated, “Redrock’s financial planners have been a game-changer for our retirement planning. They are always attentive and proactive in managing our portfolio.”

The Pezzillo & Hokanson Group at Merrill Lynch

Overview

The Pezzillo & Hokanson Group is a distinguished wealth management team at Merrill Lynch, known for their comprehensive financial services and personalized approach. They focus on helping individuals, families, and small businesses achieve their financial goals.

Services and Contact Information

  • Services: Wealth Management, Financial Planning, Investment Management, Retirement Planning
  • Website: The Pezzillo & Hokanson Group
  • Phone: 702-341-2054
  • Address: 400 S Rampart Blvd, Las Vegas, NV 89145
See also  How Medical Debt Can Lead to Social Isolation and Family Conflict

Client Reviews

Clients commend the Pezzillo & Hokanson Group for their thorough and empathetic approach. A review mentions, “Their team has been exceptional in guiding us through complex financial decisions with ease and confidence.”

- -

Table of Top Financial Advisors in Las Vegas

Advisor Name Services Offered Contact Information Client Rating (Yelp)
Arista Wealth Management Financial Planning, Investment Management, Retirement Planning 8925 W Russell Rd #200, Las Vegas, NV 89148<br>702-309-9970<br>Website ⭐⭐⭐⭐
SkyOak Wealth Financial Planning, Wealth Management, Self-Directed IRA Services 410 S Rampart Blvd Suite 390, Las Vegas, NV 89145<br>800-971-8070<br>Website ⭐⭐⭐⭐
Summit Portfolio Management Financial Planning, Portfolio Management, Retirement Planning 10091 Park Run Drive, Suite 110, Las Vegas, NV 89145<br>702-838-9999<br>Website ⭐⭐⭐⭐
The Investment Counsel Company Financial Planning, Wealth Management, Retirement Planning 10000 W Charleston Blvd #280, Las Vegas, NV 89135<br>702-871-8510<br>Website ⭐⭐⭐⭐
Redrock Wealth Management Retirement Planning, Wealth Management, Financial Planning 601 S Rancho Dr #A1, Las Vegas, NV 89106<br>702-987-1607<br>Website ⭐⭐⭐⭐
The Pezzillo & Hokanson Group Wealth Management, Financial Planning, Investment Management 400 S Rampart Blvd, Las Vegas, NV 89145<br>702-341-2054<br>Website ⭐⭐⭐⭐

Credentials to Look for in a Financial Advisor

When selecting a financial advisor, certain credentials can indicate a high level of expertise and professionalism. Here are some key certifications and designations to look for:

  • Certified Financial Planner (CFP): This certification is one of the most recognized in the financial industry. CFPs must meet rigorous education, experience, and ethical requirements.
  • Chartered Financial Analyst (CFA): CFAs specialize in investment management and analysis, often working with high net worth individuals and institutional clients.
  • Certified Investment Management Analyst (CIMA): This designation is focused on investment consulting and portfolio management.
  • Accredited Investment Fiduciary (AIF): AIFs have specialized knowledge in fiduciary responsibility and can help ensure that your advisor acts in your best interests.

By considering these credentials, you can better assess the qualifications of potential financial advisors and choose one that meets your specific financial needs.

Conclusion

Finding the right financial advisor in Las Vegas involves careful consideration of various factors, including credentials, experience, fee structure, and client reviews. The financial advisors highlighted in this article offer a range of services tailored to meet diverse financial needs, ensuring that you can find the right fit for your financial future. Whether you’re looking for comprehensive wealth management, retirement planning, or personalized financial advice, these top-rated advisors are well-equipped to help you achieve your financial goals.

Get Debt Relief Today

Delancey Street is here for you

Our team is available always to help you. Regardless of whether you need advice, or just want to run a scenario by us. We take pride in the fact our team loves working with our clients - and truly cares about their financial and mental wellbeing.

"Super fast, and super courteous, Delancey Street is amazing"
Leo
$500,000 MCA Restructured Over 3 Years
"Thanks for helping me in literally 24 hours"
Jason
$250,000 SBA Loan Offer in Compromise
"Great choice for business owners who need a trustworthy partner"
Mary
$350,000 MCA Restructured Over 2 Years

In The Media

Delancey Street CEO discusses ways to reward employees
Delancey Street CEO discusses the benefits of franchising on Forbes.
Delancey Street CEO discusses management on AMEX.
Best Bexar County, Texas Business Consultants

Best Bexar County, Texas Business Consultants Navigating the intricate world…

Best Bexar County, Texas Financial Planners

Best Financial Planners in Bexar County, Texas When it comes…

Best Bexar County, Texas Business Accountants

Best Bexar County, Texas Business Accountants What to Look for…

Best Tarrant County, Texas Business Consultants

Best Tarrant County, Texas Business Consultants What to Look for…

Best Clark County, Nevada Financial Planners

Best Clark County, Nevada Financial Planners Introduction to Financial Planning…

Delancey Street simply gets it. You're talking to experts.
Steven Norris
Get Help Today

Ready To Get Started?

If you have questions, feel free to shoot us an email, or fill out our live chat.

Schedule Consultation