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1. Cornerstone Wealth Management - Henderson
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· 9 reviews
1368 Paseo Verde Pkwy #100, Henderson, NV 89012
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Tom Flora: Very knowledgeable and are helping us build a retirement portfolio that will safely get us where we want to be in 5 years
Wayne Bernath: We met with Kyle Irwin who couldn’t have been nicer. He presented us with an investment plan that made sense for retirees. He is extremely knowledgeable when it comes to financial planning.
Darold Cornell: we were hooked! We needed to explore more and attended a meeting with Dan and Jammie at their Henderson office. What he showed us was very impressive. He spent over 2 hours talking with us, and we set up another appointment. At that time, he showed us what he selected to meet our requests and needs. Both of us were very satisfied. Jammie and everyone at Cornerstone are always very responsive, answering calls and emails almost immediately. We love what they suggested for us, and these investments are doing quite well! We recommend Cornerstone to anyone who is on the fence about who to hire. These guys do it all! We highly recommend them! Oh, and they also have monthly functions for their clients. They will resume after Covid 19 leaves us!D. CornellR. Cornell
Steve Capece: and really benefited from the various financial tools they provide. They are not "hard sell" at all and very professional. I now feel part of a family of great planners and will no longer look for any other financial planners in the future.
Lloyd A: listens to your needs and diligently works at it till they come up with a solution.
Dr Caroline Bobbett: My husband and I have had funds in the stock market most of our business careers. We got to the point, where both of us wanted and needed to preserve our investments. We wanted solid predictable rates of return. In the three years, we have been with Cornerstone Wealth Management, it has been fabulous for us. Kyle, Jaime, Dan, Anthony and their team are the best. They are a FIVE star company. They have given us confidence and peace of mind for our retirement. It will serve you well to call them.
Steve Brincat: one morning. I met with them the following week and immediately knew this was the place for me to invest for my future. Their investment strategy made so much sense to me and so far, after a year and a half, my investments are doing great. You aren't only taken care of financially, you become part of the family. Cornerstone takes care of you outside of financial planning. Go visit with the Cornerstone group and see for yourself what a great team they truly are.
2. Merrill Lynch Wealth Management - Henderson
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· 3 reviews
450 N Stephanie St, Henderson, NV 89014
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3. Desert Crest Financial - Henderson
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· 4 reviews
50 S Stephanie St Ste 102, Henderson, NV 89012
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Matthew McArthur: 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.
Melissa Elmer: When we sat down with Patti Peterson to go over our finances, she helped us see how when we retire we would be in a world of hurt. She helped us come up with a plan, and execute that plan. We are in the baby steps of that plan but we are making progress and are secure that under her watch we will be able to enjoy our retirement when the time comes. Thank you Patti for knocking some sense into our lives!
4. Thurlow Wealth Management - Henderson
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· 2 reviews
375 N Stephanie St Building 7, Suite 712, Henderson, NV 89014
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Daniel Lippmann: This is the guy to get your financial ducks in a row! Highly recommend.
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5. Jeremiah Johnson - Financial Advisor, Ameriprise Financial Services, LLC - Henderson
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· 1 reviews
2831 St Rose Pkwy Ste 200, Henderson, NV 89052, United States
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6. Mickey Hart - Financial Advisor, Ameriprise Financial Services, LLC - Henderson
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· 1 reviews
2470 St Rose Pkwy Ste 305, Henderson, NV 89074
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7. David Thiel - Thrivent - Henderson
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· 1 reviews
2850 W Horizon Ridge Pkwy Ste 200, Henderson, NV 89052
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8. MRS Wealth Advisors - Henderson
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· 1 reviews
2520 St Rose Pkwy Suite 313, Henderson, NV 89074
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