Reno & Sparks, Nevada Financial Services

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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United Federal Credit Union

13989 S. Virginia St.
Reno, NV 89511

Brandon Anderson

(800) 283-8485

Member Since: 2015

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Citi National Bank

5470 Kietzke Ln Suite 100
Reno, NV 89521

Stacy Asteriadis

(775) 828-8118

Member Since: 2020

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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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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...

Special Offers to Reno/Sparks Chamber of Commerce Members

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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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Money Matters Coaching

6788 Fabric Dr.
Sparks, NV 89436

Daryl Pollak

(775) 622-5442

Member Since: 2020

Money Matters Coaching helps to untangle your money so you can trade stress for joy in your everyday lives!

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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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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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World financial group

5470 Reno corporate drive
Reno, NV 89511

Anthony Valadez

7757223787

Financial literacy and services.

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Greater Nevada Credit Union - Neil Rd.

5200 Neil Rd.
Reno, NV 89502

Connie Rockwell

(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. Nevadans who want their money to work for them and not an institution are making the switch to Frontier Financi...

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Greater Nevada Credit Union - UNR

1385 N. Virginia St.
Reno, NV 89503

Erika Mendoza

(775) 326-6785

(800) 421-6674

Member Since: 2018

Greater Nevada Credit Union is a financial cooperative that has served northern Nevada consumers since 1949. We have more than 45,000 members and $455 million in assets. Nearly anyone living or working in northern Nevada can join us.

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Greater Nevada Mortgage

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

Mr. Mike Smith

(800) 526-6999

Member Since: 2018

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First Command

1755 E Plumb Ln, Ste 266
Reno, NV 89502

John Mason

775-851-7500

Financial Services

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The Seeliger Sierra Mountain Group at Morgan Stanley

5390 Kietzke Lane, Suite 200
Reno, NV 89511

First Vice President/Family Wealth Advisor/Financial Advisor Anthony D. Puckett, CFP®

(775) 982-8611

Member Since: 2017

Anthony D. Puckett Vice President Financial Advisor Morgan Stanley Wealth Management https://advisor.morganstanley.com/seeliger-sierra-mountain-group

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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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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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The Laughton Company

140 Washington St., Ste 100
Reno, NV 89503

Mitchell Laughton

(775) 323-3255

Member Since: 2018

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Edward Jones

1885 S Arligton Ave
Reno, NV 89509

Ryan Nelson

7753549556

Member Since: 2020

At Edward Jones, we believe in a thoughtful, straightforward investment philosophy - long-term investing with an emphasis on quality and diversification.

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CMG Financial

5474 Longley Ln suite 100
Reno, NV 89511

Rudy Garcia

7753744467

Mortgage loan company

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Greater Nevada Credit Union - Northwest Reno

5150 Mae Anne Ave., Ste. 203
Reno, NV 89523

Artis Johnston

(775) 326-6760

Member Since: 2014

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Greater Nevada Credit Union - South Reno

6745 Sierra Center Pkwy.
Reno, NV 89511

Teddy Rivera

(775) 334-3150

(800) 421-6674

Member Since: 1991

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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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Battle Born Financial Advisor

2360 Commercial Dr
Pahrump, NV 89048

Brent Leavitt

(775) 764-2252

Member Since: 2018

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Open Window Financial Solutions, LTD.

P.O. Box 6629
Reno, NV 89513

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

Karen Egesdahl

(775) 326-6702

Member Since: 2012

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DreamSpring

PO Box 371875
Las Vegas, NV 89137

Jeremy Mcveety

(702) 250-3372

Member Since: 2017

Accion believes entrepreneurs create vibrant communities. We deliver a level of personalized service you won’t find at any other lender. Capital is just one tool you need to reach your goals, and we partner with you every step of the way.

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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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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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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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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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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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Summit Funding

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

Lew Carr

(775) 626-0775

Member Since: 2013

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SQNA

201 W Liberty Street, Ste 100
Reno, NV 89501

JOn Fritzinger

7758007926

Member Since: 2020

Sequent specializes in providing fiduciary services to successful entrepreneurs and families

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Thunder Road Financial, LLC

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

Donal Hummer

(775) 332-1965

Member Since: 2020

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Big Valley Mortgage

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

Tara McCafferty

(775) 823-9600

Member Since: 2018

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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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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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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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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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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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Morgan Stanley- Cela Hyatt

5390 Kietzke Ln Ste 200
Reno, NV 89511

Cela Hyatt

775-982-8710

Member Since: 2019

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

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Ascensus College Savings

95 Wells Ave., Ste 160
Newton, MA 02459

Lisa Connor

(775) 851-4357

Member Since: 2012

Upromise Investments is the Program Manager for 3 of Nevada's 529 College Savings Plans. These plans are national, tax-advantaged, higher education savings vehicles designed to help families save for college. Accounts are easy to open, flexible to...

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Bay Equity Home Loans

200 S. Virginia St STE #220
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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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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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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CHASE - Pyramid

9275 Pyramid way
Sparks, NV 89441

Rima Grayson

(775) 683-4920

Member Since: 2019

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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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David Queen Insurance Agency, Inc.

59 Damonte Ranch Pkwy., Ste. A
Reno, NV 89521

David Queen

(775) 327-4800

Member Since: 2012

I have been serving the Insurance and Financial Services needs of Washoe County and Nevada residents since 1998. The products we offer protect the property and assets of our clients to help make life go right.

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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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RBC Wealth Management

5310 Kietzke Ln., Ste. 201
Reno, NV 89511

Keith Fuetsch

(775) 824-4200

Member Since: 2013

For more than a century, RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions...

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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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