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  • Close Financial Services Inc. was established in October of 2006. Stephen Close, President/CEO, had a vision to establish a financial firm that not only would benefit individuals but also privately held companies and organizations. We are an independent financial services firm specializing in many areas of financial planning, including but not limited to: personal financial planning, retirement planning, estate planning, and company benefits. The company benefit areas of focus are 401(k) plans, health and disability insurance.

    Stephen Close was born and raised in Las Vegas and has a deep love for the community as a third generation Las Vegan. He graduated High School locally and attended UNLV where he found his passion for financial planning. He has been an independent financial advisor since 1999.

    It would be our privilege to work with you on a strategy to achieve your specific financial goals. To arrange a no-obligation consultation, please don’t hesitate to contact us at 702-440-6000.

    Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

    A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

    Stephen Close is an Advisory Representative offering investments and advisory services through Lincoln Financial Securities Member SIPC/FINRA and a Registered Investment Advisor.

    Lincoln Financial Securities and their representatives do not offer legal or tax advice.  Please see your personal professional regarding your individual circumstances. Close Financial Services, Inc. and Lincoln Financial Securities are separate entities.

    Investments products and services available only to residents of : Alaska (AK), Arizona (AZ), California (CA), Hawaii (HI), Nevada (NV), Texas (TX), Utah (UT), Washington (WA).

    We are licensed to sell insurance products in the following states of: Alaska(AK), California (CA), Nevada (NV), New Mexico (NM), Texas (TX), Washington (WA). Advisory Services are offered to residents of NV.

    Stephen Close, CFP® – a CERTIFIED FINANCIAL PLANNER™ Professional in Las Vegas

     

    Securities and Advisory Services offered through Lincoln Financial Securities, A Registered Investment Advisor, Member FINRA/SIPC
    Close Financial Services, Inc. and Lincoln Financial Securities are separate entities.

    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

    Products & Services

    • Stocks
    • Bonds
    • 401(K)s
    • IRAs
    • Fixed & Variable Annuities
    • Fixed & Variable Life Insurance
    • Fee-Based Financial Planning
    • Hourly Financial Consulting
    • Long-Term Care Insurance
    • Disability Insurance
    • Health Insurance

    Disclosures

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