Reno & Sparks, Nevada Financial Services

United Federal Credit Union

980 Ambassador Drive
Reno, NV 89523

Jeff Panko

(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...

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United Federal Credit Union

10705 Double R Blvd.
Reno, NV 89521

Autumn Eiler

(775) 329-6673

(800) 283-8485

Member Since: 2008

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B3 Financial Partners

9590 Prototype Ct. #400
Reno, NV 89521

Brian Wheeler

7758701552

Member Since: 2019

We provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

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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

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City National Bank

5470 Kietzke Ln Suite 100
Reno, NV 89521

Stacy Asteriadis

(775) 828-8118

Member Since: 2020

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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.

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Open Window Financial Solutions, LTD.

4741 Caughlin Pkwy Suite 3
Reno, NV 89519

Joe 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

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Greater Nevada Credit Union - Spanish Springs

1101 Los Altos Pkwy
Sparks, 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.

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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...

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Premier Mortgage Resources

10775 Double R Blvd Suite 124
Reno, NV 89521

David Greco

5303182853

Mortgage Services

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Morgan Stanley- Cela Hyatt

5390 Kietzke Ln Ste 200
Reno, NV 89511

Cela Hyatt

775-982-8710

Member Since: 2022

Financial Advisor specializing in aligning your financial goals and values, family wealth management, business growth and philanthropy.

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Bay Equity Home Loans

300 E. Second Street, Ste. #1205
Reno, 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.

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Greater Nevada Mortgage

10385 Double R. Blvd., Ste. 100
Reno, NV 89521

Patricia Holdiman

(800) 526-6999

Member Since: 2018

Greater Nevada Mortgage has been helping homebuyers Move to Greater in Nevada and California since 2001. Our dedicated team of consultants takes the time to understand the needs of each individual buyer in today’s challenging market.

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SQNA

201 W Liberty Street, Ste 100
Reno, NV 89501

Nancy Hudson

7758007926

Member Since: 2020

Sequent specializes in providing fiduciary services to successful entrepreneurs and families

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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

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Precision Home Loans

275 HILL ST
RENO, NV 89501-1809

Keri Sorrels

5302505962

Member Since: 2021

At Precision Home Loans, we believe how you get your mortgage matters. We have developed a system with an emphasis on quality over quantity that allows the team to deliver well advised, affordable loans in a timely manner.

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United Federal Credit Union

2432 Wingfield Hills Rd.
Sparks, NV 89436

Jessica Smith

(775) 329-6673

(800) 283-8485

Member Since: 2016

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One Nevada Credit Union

1296 E. Plumb Ln., Ste. A
Reno, NV 89502

Lisa Jansen

(775) 827- 3880

Member Since: 2008

One Nevada Credit Union Services

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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....

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The Seeliger Sierra Mountain Group at Morgan Stanley

5390 Kietzke Lane, Suite 200
Reno, 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

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Securities America

6900 Sharlands Ave Unit 618
Reno, NV 89523

Peter Augustine

775-298-2955

Registered Principal and Senior Investment Advisor with Securities America. Responsible for compliance administration and securities trade monitoring with my Office of Supervisory Jurisdiction (OSJ).

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MacLean Financial Group

1325 Airmotive Way, Ste. 390
Reno, 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...

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The Laughton Company

140 Washington St., Ste 100
Reno, NV 89503

Mitchell Laughton

(775) 323-3255

Member Since: 2018

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United Federal Credit Union

13989 S. Virginia St.
Reno, NV 89511

Brandon Anderson

(800) 283-8485

Member Since: 2015

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Northwestern Mutual

200 S Virginia St #550
Reno, 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.

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Platinum Wealth Management

5335 Kietzke Ln Suite 207
Reno, NV 89511

Jennifer Rogers Markwell

7757170001

The top priority and true honor at Platinum Wealth Management is helping our clients. We work with you to build a long-term financial plan that can adapt for your unique life situations and whatever bull gets in your way. No quotas. No bull.

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MC2 Wealth Solutions

4755 Caughlin Pkwy.
Reno, NV 89519

Michael Todaro

7755010826

Member Since: 2022

At MC2 Wealth Management Solutions, we believe achieving your long-term investment goals requires a comprehensive plan built specifically to help you succeed.

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Edward Jones Investments

979 Pyramid Way Ste. #109
Sparks, NV 89431

Eric Olson

775-358-8759

Member Since: 2022

Financial Advisor

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MX Advisors

477 E Ninth St
Reno, NV 89512

Darrin Maddox

775-453-4581

Member Since: 2018

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Battle Born Financial Advisor

2360 Commercial Dr
Pahrump, NV 89048

Brent Leavitt

(775) 764-2252

Member Since: 2018

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EPIC Insurance Brokers & Consultants

245 E. Liberty St., Ste. 110
Reno, 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...

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American Wealth Management

570 Hammill Ln.
Reno, NV 89511

Laif Meidell

(775) 332-7000

Member Since: 1992

Investment Management and Financial Planning.

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United Federal Credit Union

1170 Bible Way
Reno, NV 89502

Meredith Williams

(775) 329-6673

(800) 283-8485

Member Since: 1984

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Big Valley Mortgage

1495 Ridgeview Dr., Ste. 200
Reno, NV 89519

Cheryl Verdugo

(775) 372-6082

Member Since: 2018

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Gabelli Funds

165 West Liberty Street
Reno, NV 89501

Dan Lofrese

775-333-0360

Gabelli offers separately managed accounts to high net worth individuals, institutions, and qualified pension plans, as well as a family of mutual funds for individual investors. The company was founded by Mario J. Gabelli in 1976.

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United Federal Credit Union

1430 E. Prater Way
Sparks, NV 89434

Brandi Ward

(775) 329-6673

Member Since: 2009

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Greater Nevada Credit Union - Northwest Reno

5150 Mae Anne Ave., Ste. 203
Reno, 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.

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Cross Country Mortgage

140 Washington St Ste 200
Reno, 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.

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Thunder Road Financial, LLC

9635 Gate Way Dr. Suite B.
Reno, NV 89521

Donal Hummer

(775) 332-1965

Member Since: 2020

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Will Huston - State Farm

3005 Skyline Blvd Ste 130
Reno, NV 89509

Will Huston

(775) 996-2239

Member Since: 2019

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John Deere Capital Corp

10587 Double R Blvd., Ste 100
Reno, NV 89521

William (Jody) Gunderman

(775) 786-5527

Member Since: 2001

Provide & administer financing for retail purchases of new and used equipment manufactured by Deere & Co's agricultural, construction and forestry, and consumer and commercial equipment divisions....

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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.

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Edward Jones Investments

135 Isidor Ct. Suite F
Sparks, NV 89441

Brian Farley

775-626-8066

Member Since: 2021

Financial Advisor

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Semel IAR,LLC

6100 Plumas St
Reno, NV 89519

Cory Semel

7754406444

Member Since: 2022

Financial and Insurance

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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.

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Alchemy Wealth Management

3301 S Virginia St
Reno, 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.

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Silver State Management Consultants, LLC

10580 N. McCarran Blvd Ste 115, #161
Reno, NV 89503

Joseph Lemon

(775) 410-4057

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

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Lovie Wealth Management

1755 E Plumb Ln Suite 107B
Reno, 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.

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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.

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One Nevada Credit Union

57 Damonte Ranch Pkwy., Ste. D
Reno, NV 89521

Wanida Black

(775) 827-2368

Member Since: 2014

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State Farm Insurance - Sam Staub

248 E. Liberty St.
Reno, NV 89501

Sam Staub

(775) 786-0888

Member Since: 2018

Providing Insurance and Financial Services

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Movement Mortgage

4777 Caughlin Parkway
Reno, NV 89519

John Nichols

775-240-8660

Choosing a purchase loan product that matches your goals and making sure you get the best rate for your given scenario can feel like playing whack-a-mole. We're here to make the home loan process a whole lot easier with tools and expertise!

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Wells Fargo

5340 Kietzke Ln., 2nd Floor
Reno, NV 89511

Vicky Howard-Hollis

(775) 689-6333

Member Since: 2021

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Goldman Sachs PFM

150 Country Estates STE 119
Reno, 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

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SLD Solutions

155 N Riverview Dr
Anaheim, CA 92808

Osman Mahamed

8883765011

Member Since: 2022

SLD Solutions is a financial firm focused on educating and servicing the everyday person on wealth management, retirement, tax strategies, and estate planning.

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Summit Funding

5931 S. Los Altos Pkwy., Ste. 105
Sparks, NV 89436

Lew Carr

(775) 626-0775

Member Since: 2013

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Principal Financial Group

1478 Stone Point Drive, Ste. 390
Roseville, CA 95661

Shawn Moshrefnoory

775-224-5527

With $703.4 billion in assets under management our expertise spans the globe, but we’re bound by one common purpose: to give you the financial tools, resources and information you need to live your best life

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