Financial Advising in Henderson, NV

18 locations found near Henderson
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“We moved from out of state and Kyle Kirwan was recommended to us as we had pensions and life insurance we needed to transfer. He was amazing to work with! We also worked with John and George who were equally as helpful and wonderful. They even caught on error on one of our life policies and have been phenomenal at getting it fixed. Front office staff is also super nice. We’d recommend Cornerstone to anyone!”

4.6 Superb27 Reviews

“Great service, Scot is always timely in his responses and a great rate for the service! It's so nice to have someone I know I can count on year round for my tax questions!”

4.7 Superb16 Reviews

“Love Kyle!! Personable, friendly and thorough! I would recommend him to anyone! He takes the time needed to explain my financial options, and is never afraid to put anything in layman’s terms. Many thanks to the team!”

5 Superb11 Reviews

“JFR Consulting is an absolute gem! Theirtax and bookkeeping services are top-notch. The team's expertise and attentionto detail are truly commendable. They goabove and beyond to ensure accuracy andprovide valuable financial insights. Highlyrecommended!”

3.6 Good14 Reviews

“Stuart at Desert Crest Financial is great to work with when planning for your financial goals. He's very knowledgeable and provides great counsel. Would highly recommend.”

5 Superb3 Reviews

“After a horrible experience with our previous financial advisor my husband and I were very concerned about trusting someone with our investments again.Darla has proven that there are good people out there. She is as genuine as they come. She has her clients best interest in mind at all times. She goes out of her way to make sure you understand all your investment choices and feel comfortable with those choices.She has the patience of a saint and will listen to any concerns you might have.We can honestly say we would recommend her to any of our friends and family without reservations.”

4.2 Good5 Reviews

“Been with these folks for a while now and they are like family at this point and they have worked hard to keep our business and keep our future financials growing...thanks to them, we'll have a retirement fund...”

5 Superb2 Reviews

“They have so many services and tools to help you with your finances and save you so much money that you can't possibly figure it all out I just focus on what I need and I am so happy”

3 Average26 Reviews

“We have been with Cornerstone for a year now after attending one of their seminar dinners that was fantastic. We were able to meet a lot of the staff members and all have been very helpful and always respond when we need them. We have had other financial planning firms that claim to do full service and never perform. Cornerstone actually is a full service company from legal, taxes, social security benefit management, insurance and offer a myriad of investment options. They actually listen to your needs and offer a variety of plans tailored to you and your lifestyle and consider your total needs, not just stocks. All we ever have to do is just call and they take care of the matter with the appropriate staff member. Anthony is always available. Our first financial plan produced a 15% return. We highly recommend this firm!”

3.7 Good3 Reviews

“Been with Fidelity for 20 years and overall Fidelity is great. I make my own investment decisions and don't rely on them for advice. Every branch will be different but this branch is terrific. They are very knowledgeable in every aspect of investing. They offer a lot of ideas. Even if some of the ideas aren't right for me it's great to hear another perspective. And it's all free. When I do have a concern they are on top of it right away and if they can't answer or resolve it immediately they will work within Fidelity for me. I have moved out of the area but I don't want to replace Henderson as my home branch. The expertise and help they share for free is invaluable. Remember that they are advisers. Nobody has a crystal ball. You are responsible for your fate. But listen to advice given by professionals and their reasoning so you can make wise decisions. I have turned down more advice than I have accepted but I have always understood the logic and circumstance behind the advice. No other firm and no other Fidelity branch has ever been as thoughtful and knowledgeable as Henderson.”

2.8 Average30 Reviews

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