Reno & Sparks, Nevada Financial Services Reno & Sparks, Nevada Financial Services Search | Advanced Search | New Members | Coupons and Discounts | All Categories   Sort alphabetically by... Name City TW Advisors LLC _ 3291 N. Buffalo STE 105Las Vegas, NV 89129 TANNER WELLS 7025341090 Member Since: 2022 Financial Services Group Learn More | Show on Map O'Dette Mortgage Group _ 1 East Liberty St, Suite 600 Rm 22Reno, NV 89501 Charmain Hughes 775-232-1881 Member Since: 2023 Our unbreakable "team for life" bond is mirrored in the "clients for life" approach of our mortgage business. We assist clients in mortgage planning for equity, cash flow, tax benefits, and investment goals. Learn More | Visit Site | Show on Map The Laughton Company _ 140 Washington St., Ste 100Reno, NV 89503 Mitchell Laughton (775) 323-3255 Member Since: 2018 Learn More | Visit Site | Show on Map Wells Fargo Center - Wealth Management Group _ 5340 Kietzke Ln.Reno, NV 89511 David Hehn (775) 823-4802 Member Since: 1944 Wells Fargo & Company is a diversified financial services company providing banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores and more than 12,000 ATMs. Learn More | Visit Site | Show on Map United Federal Credit Union _ 13989 S. Virginia St.Reno, NV 89511 Brandon Anderson (800) 283-8485 Member Since: 2015 Learn More | Visit Site | Show on Map One Nevada Credit Union _ 1296 E. Plumb Ln., Ste. AReno, NV 89502 Lisa Jansen (775) 827- 3880 Member Since: 2008 One Nevada Credit Union Services Learn More | Visit Site | Show on Map GuidedChoice _ 200 South Virginia St Suite 310Reno, NV 89501 Jim Grabot 8006754532 Member Since: 2022 GuidedChoice is a registered investment advisor specializing in accumulation and decumulation solutions. Learn More | Visit Site | Show on Map MacLean Financial Group _ 1325 Airmotive Way, Ste. 390Reno, NV 89502 Hawley MacLean (775) 329-3041 Member Since: 1990 MFG offers comprehensive financial planning in a wholistic approach to analyze all aspects of our clients financial picture. We pride ourselves on maintaining long-term relationships with our clients as we guide them through the implementation sta... Learn More | Visit Site | Show on Map New York Life _ 50 W. Liberty St.Reno, NV 89501 Mike Shain 3039636598 Member Since: 2023 Our mission is to provide financial security and peace of mind through our products and services. Learn More | Visit Site | Show on Map Edward Jones Investments _ 135 Isidor Ct. Suite FSparks, NV 89441 Brian Farley 775-626-8066 Member Since: 2021 Financial Advisor Learn More | Visit Site | Show on Map Battle Born Financial Advisor _ 1971 Pahrump Valley Blvd, Ste DPahrump, NV 89048 Brent Leavitt (775) 764-2252 Member Since: 2018 Learn More | Visit Site | Show on Map EPIC Insurance Brokers & Consultants _ 245 E. Liberty St., Ste. 110Reno, NV 89501 Bradford M. Backlund (775) 954-0399 Member Since: 2019 EPIC is a unique and progressive insurance brokerage and consulting firm specializing in property & casualty insurance and employee benefits. We are a distinct alternative to other agencies. We go beyond the ordinary to deliver exceptional client... Learn More | Visit Site | Show on Map Gold Star Mortgage _ 300 E. Second Street, Ste. #1205Reno, NV 89501 Michael Richardson (775) 685-4678 Member Since: 2019 Bay Equity is a family owned, community minded mortgage lender that prides itself on making sure our clients have an exceptional experience every single time. Learn More Great Basin Federal Credit Union _ 9770 S. Virginia St.Reno, NV 89511 Elisabeth Hadler (775) 333-4228 Member Since: 2006 Great Basin Federal Credit Union has been serving the Washoe County community since 1951. We look forward to working with your company to provide your employees with the benefit of quality financial services, free financial workshops, and a perso... Learn More | Visit Site | Show on Map Legacy Wealth Planning - Mark Levy and Elise Levy _ 10599 Double R BlvdReno, NV 89521 Elise Levy 7758502500 Member Since: 2022 As fiduciaries, we provide quality financial advice that allows individuals prepare for retirement and enjoy their life. We work directly with our clients to design the perfect fiscal strategy for them to achieve their financial goals. Learn More | Visit Site | Show on Map Alchemy Wealth Management _ 3301 S Virginia StReno, NV 89509 Ryan Nelson 775380-0080 Member Since: 2020 Alchemy Wealth Management is a financial planning firm in Reno, Nevada. We provide investment management, tax planning, and retirement solutions to physicians, doctors and healthcare professionals. Learn More | Visit Site | Show on Map Summit Funding _ 6121 Lakeside Dr., Ste. #100Reno, NV 89511 Todd Yankov 775-954-0883 Member Since: 2013 Learn More | Visit Site | Show on Map Northwestern Mutual _ 200 S Virginia St #550Reno, NV 89501 Max Baillargeon 775-360-7791 Member Since: 2021 Northwestern Mutual offers financial planning for your business and family. Your path to financial security starts with a comprehensive plan that outlines a clear path to achieving success. Learn More | Visit Site | Show on Map Edward Jones _ 325 Harbour Cove Dr #221Sparks, NV 89434 Dawn Barnett 775-353-1039 Member Since: 2023 Learn More | Visit Site | Show on Map United Federal Credit Union _ 980 Ambassador DriveReno, NV 89523 Levi Bist (775) 329-6673 (800) 283-8485 Member Since: 2009 United Federal Credit Union has served its Members since 1949 by helping them to build a sound financial future. We offer a diverse array of products and services for businesses and individuals including checking and savings accounts; mortgage... Learn More | Visit Site | Show on Map Vivid Commerce _ 1 Harbor Dr, Suite 300Sausalito, CA 94965 Brent Butler (714) 488-2259 Member Since: 2024 vid is a financial services and technology company that provides businesses with innovative payment processing solutions. Learn More | Visit Site | Show on Map Whittier Trust _ 100 W. Liberty Street, Suite 890Reno, NV 89501 Andrew Ryan Hall 775.686.5400 Member Since: 2023 Whittier Trust provides investment and wealth management services, including fiduciary and philanthropic services within the personalized structure of a family office. Our focus is consistently protecting and growing wealth - one client at a time. Learn More | Visit Site | Show on Map Greater Nevada Credit Union - Business and Community Development _ 5200 Neil Rd.Reno, NV 89502 Stephanie Arroyo (775) 334-8698 Member Since: 1993 It’s no secret that today’s member-owned credit unions can offer quality service and financial products that other institutions can’t. This is an administrative location and not available to perform depository transactions Learn More | Show on Map Perpetual Capital Advisors _ Reno, NV 89503 Dylan Locke (775) 302-0002 Member Since: 2018 Perpetual Capital Advisors specializes in the needs of business owners and independent contractors. Learn More | Visit Site | Show on Map Sierra Pacific Wealth Management _ 982 Sand Iron Dr.Incline Village, NV 89451 Ryan Hyslop 7603157615 Member Since: 2022 We focus on individuals and families in transition who are in need of professional advice, value expertise, are open to collaboration and are in need of customized solutions specific to their lives Learn More | Show on Map Thunder Road Financial, LLC _ 9635 Gate Way Dr. Suite B.Reno, NV 89521 Donal Hummer (775) 332-1965 Member Since: 2023 Learn More | Visit Site | Show on Map Semel IAR,LLC _ 6100 Plumas StReno, NV 89519 Cory Semel 7754406444 Member Since: 2022 Financial and Insurance Learn More | Show on Map Greater Nevada Credit Union - UNR _ 1385 N. Virginia St.Reno, NV 89503 Isaac Perez (775) 326-6785 (800) 421-6674 Member Since: 2018 Greater Nevada Credit Union is a full-service cooperative financial institution for the people of Nevada, by the people of Nevada. Learn More | Visit Site | Show on Map United Federal Credit Union _ 2432 Wingfield Hills Rd.Sparks, NV 89436 Jessica Parmele (775) 329-6673 (800) 283-8485 Member Since: 2016 Learn More | Visit Site | Show on Map United Federal Credit Union _ 10705 Double R Blvd.Reno, NV 89521 Maritza Rios (775) 329-6673 (800) 283-8485 Member Since: 2008 United Federal Credit Union has served its Members since 1949 by helping them to build a sound financial future. We offer a diverse array of products and services for businesses and individuals including checking and savings accounts; mortgage, const Learn More | Visit Site | Show on Map Securities America _ 7566 Evans Bridge StSparks, NV 89436 Peter Augustine 775-298-2955 Member Since: 2024 Registered Principal and Senior Investment Advisor with Securities America. Responsible for compliance administration and securities trade monitoring with my Office of Supervisory Jurisdiction (OSJ). Learn More | Visit Site | Show on Map Open Window Financial Solutions, LTD. _ 4741 Caughlin Pkwy Suite 3Reno, NV 89519 Eric Hollen (775) 827-0670 Member Since: 2018 Open Window provides highly-personalized financial planning advice to individuals, families and business owners. As one of the area’s few Fee-Only advisors, we don’t sell products, we provide customized advice from CFP Professionals. We are locally owned Learn More | Visit Site | Show on Map One Nevada Credit Union _ 57 Damonte Ranch Pkwy., Ste. DReno, NV 89521 Wanida Black (775) 827-2368 Member Since: 2014 Learn More | Show on Map United Federal Credit Union _ 1170 Bible WayReno, NV 89502 Lindsey Cortes (775) 329-6673 (800) 283-8485 Member Since: 1984 United Federal Credit Union has served its Members since 1949 by helping them to build a sound financial future. We offer a diverse array of products and services for businesses and individuals including checking and savings accounts; mortgage... Learn More | Visit Site | Show on Map Lovie Wealth Management _ 1755 E Plumb Ln Suite 107BReno, NV 89502 Linda Lovie (775) 544-4714 Member Since: 2007 Retirement planning, cash reserves, financial planning, college education, insurance from disability, life and long term care, personal pension, business retirement plans. Locally owned. Learn More | Visit Site | Show on Map Guild Mortgage _ 3150 Vista Blvd, Ste 102Sparks, NV 89436 Jennifer Fiore 775-338-5059 Member Since: 2022 It is my passion to help families achieve their homeownership goals. Whether you’re a first-time homebuyer or a seasoned homeowner, I would love to help you through the lending process and be your lender for life. Learn More | Visit Site | Show on Map United Federal Credit Union _ 1430 E. Prater WaySparks, NV 89434 Eric Garcia (775) 329-6673 Member Since: 2009 United Federal Credit Union has served its Members since 1949 by helping them to build a sound financial future. We offer a diverse array of products and services for businesses and individuals including checking and savings accounts; mortgage... Learn More | Visit Site | Show on Map Greater Nevada Credit Union - Northwest Reno _ 5150 Mae Anne Ave., Ste. 203Reno, NV 89523 Isaac Perez (775) 326-6760 Member Since: 2014 Greater Nevada Credit Union is a full-service cooperative financial institution for the people of Nevada, by the people of Nevada. Learn More | Visit Site | Show on Map Griffis Realty Investments LLC _ 7381 W CharlestonLas Vegas, NV 89117 Arlyne Griffis Member Since: 2023 Learn More | Show on Map Access Community Capital _ 9205 W. Russell Road, Suite 240-170Las Vegas, NV 89148 Rodney Chichester Member Since: 2024 Learn More | Show on Map The Seeliger Sierra Mountain Group at Morgan Stanley _ 5390 Kietzke Lane, Suite 200Reno, NV 89511 Senior Vice President/Family Wealth Advisor/Financial Advisor Anthony D. Puckett, CFP® (775) 982-8611 Member Since: 2017 Anthony D. Puckett Senior Vice President Financial Advisor Morgan Stanley Wealth Management https://advisor.morganstanley.com/seeliger-sierra-mountain-group Learn More | Visit Site | Show on Map Home Heroes Lending Inc. _ 10399 Double R Blvd Ste 101Reno, NV 89521 Suzanne Voter 5306138423 Member Since: 2023 Mortgage Loan Brokerage since 1989 providing right fit loans for every situation Learn More | Visit Site | Show on Map Nevada State Development Corporation _ 6572 S. McCarran Blvd.Reno, NV 89509 Karen Szachara (775) 770-1240 Member Since: 1985 Arrange SBA loans for small businesses to purchase commercial real estate for their use.... Learn More | Visit Site | Show on Map Wells Fargo _ 5340 Kietzke Ln., 2nd FloorReno, NV 89511 Vicky Howard-Hollis (775) 689-6333 Member Since: 2021 Wells Fargo & Company is a diversified financial services company providing banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores and more than 12,000 ATMs. Learn More | Visit Site | Show on Map Goldman Sachs PFM _ 150 Country Estates STE 119Reno, NV 89511 Tyson Lokke (702)240-9400 Member Since: 2022 Goldman Sachs Personal Financial Management brings clarity, confidence, and control to the financial choices people make every day Learn More | Visit Site | Show on Map Merrill Lynch - Scott / Jenkins Group _ 5370 Kietzke LaneReno, NV 89511 Jeffrey Jenkins (775) 688-5731 Member Since: 2024 Wealth Management Learn More | Visit Site | Show on Map Silver State Management Consultants, LLC _ 10580 N. McCarran Blvd Ste 115, #161Reno, NV 89503 Joseph Lemon (775) 410-4057 Member Since: 2019 Silver State Management Consultants focuses on helping clients that are helping our communities. We provide professional services to a diverse portfolio of industries, including: Healthcare, Real Estate, Hospitality, Maritime, and Historic Prese Learn More | Visit Site | Show on Map Cross Country Mortgage _ 140 Washington St Ste 200Reno, NV 89503 Dene' Atcheson 775-899-5626 Member Since: 2022 Navigating the mortgage process doesn’t have to be overwhelming. We are available to assist you from application to closing and beyond. We work tirelessly to remove the frustration from the mortgage process and provide you a personalized experience. Learn More | Visit Site | Show on Map Parallel Advisors, LLC Wealth Management _ 1 East Liberty Street, Suite 600Reno, NV 89501 Michael Millman 775-473-3884 Member Since: 2024 Parallel Advisors is an independent, leading U.S. Registered Investment Advisory (RIA) firm that provides comprehensive Financial Planning, Investment Management and Tax Services Learn More | Visit Site | Show on Map Greater Nevada Credit Union - South Reno _ 6745 Sierra Center Pkwy.Reno, NV 89511 Martha Hernandez (775) 334-3150 (800) 421-6674 Member Since: 1991 Greater Nevada Credit Union is a full-service cooperative financial institution for the people of Nevada, by the people of Nevada. Learn More | Visit Site | Show on Map American Wealth Management _ 570 Hammill Ln.Reno, NV 89511 Laif Meidell (775) 332-7000 Member Since: 1992 Investment Management and Financial Planning. Learn More | Visit Site | Show on Map Edward Jones Investments _ 979 Pyramid Way Ste. #109Sparks, NV 89431 Eric Olson 775-358-8759 Member Since: 2022 Financial Advisor Learn More | Show on Map Ginkgo LLC _ 735 Kelly driveIncline Village, NV 89451 Changchun Shi 7752251336 Member Since: 2023 Software business in financial sector Learn More | Show on Map Monument Valuations _ 3495 Lakeside Dr #1484Reno, NV 89509 Jia Wu 6267150499 Member Since: 2023 Business Appraiser, financial reporting, valuation of equity Learn More | Show on Map Greater Nevada Credit Union - Spanish Springs _ 1101 Los Altos PkwySparks, NV 89436 Melanie Johnson (775) 326-6702 Member Since: 2012 Greater Nevada Credit Union is a full-service cooperative financial institution for the people of Nevada, by the people of Nevada. Learn More | Visit Site | Show on Map Hard Yaka Ventures _ PO Box 1186Crystal Bay, NV 89402 Greg Kidd (510) 495-4686 Member Since: 2024 Hard Yaka builds and invests in technologies and companies and has a deep interest in individual autonomy and inclusion. Learn More | Visit Site | Show on Map If your business isn't listed, contact us today!