Close Financial Services Inc

(702) 440-6000 www.strategicwealthmgt.com »

8475 S Eastern Avenue, Suite 103Las Vegas, NV 89123   map »

Business overview

Service Area

  • Aliante
  • Anthem/Seven Hills
  • Boulder City
  • Centennial
  • Coronado Ranch
  • Downtown
  • East Las Vegas
  • Enterprise
  • Henderson
  • Lone Mountain
  • Nellis AFB
  • North Las Vegas
  • Paradise
  • Red Rock
  • Rhodes Ranch
  • Silverado Ranch
  • Southern Highlands
  • Spring Valley
  • Summerlin
  • Sunrise Mountain
  • The Lakes
  • Whitney
  • Winchester
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Investments

  • Annuities
  • Bonds
  • CDs
  • Government Securities
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Real Estate
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Services

  • Brokerage Services
  • Financial Education Workshops
  • Insurance Brokerage Services
  • Mortgage Loans

Minimum Investment

  • $10,000 - $100,000

Planning Types

  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning

Certifications

  • Certified Financial Planner
  • Registered Investment Advisor

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 2:00pm
  • SAT
  • SUN

* By Appointment Only

Year Established

2006

Languages Spoken

  • English

Reviews

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First Class, 2/22/2008

Steve was able to answer all of our questions and guide us in the direction that would help us get to our goals for retirement. His service is FIRST CLASS. I think we were very lucky to find him... and to call him our financial planner.

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Reviews

Eagle702

Reviews: 2

First Class

Steve was able to answer all of our questions and guide us in the direction that would help us get to our goals for retirement. His service is FIRST CLASS. I think we were very lucky to find him and to call him our financial planner.

  • Overall
  • Quality
  • Service
  • Value

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