Understanding Comes from experience
The James Small Financial Group is under the leadership of Jim Small, CFP®, Senior Vice President and Wealth Advisor at the Summerlin office of UBS Financial Services in Las Vegas. Our financial group works with all ages and businesses, but our expertise is in dealing with our growing older population, offering personalized financial services for them. However, it goes far beyond that as the relationships we build with our clientele goes into multi-intergenerational financial planning as well. Our commitment to our clients is both business related and personal. This group is built upon education, honesty, trust and service that is second to none. Jim Small and Peggy Thompson have partnered for almost 21 years of his 28 years in the business. In the recent years, they have added Colin Christy and Bojana Grujicic.
The team would welcome an opportunity to discuss your needs. To schedule a private consultation please call Peggy Thompson at (702) 792-3126.