Reno & Sparks, Nevada Financial Services

World Financial Group

1755 East Plumb Lane suite 270
Reno, NV 89502

Katie Thompson

(775) 742-8410

Member Since: 2019

AEGON/World Financial Group (WFG) is one of the few companies of it's kind in the industry today - a company dedicated to serving the financial needs of individuals, families, and business owners from all walks of life.

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United Federal Credit Union

1430 E. Prater Way
Sparks, NV 89434

Leila Groves

(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...

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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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MX Advisors

477 E Ninth St
Reno, NV 89512

Darrin Maddox

775-453-4581

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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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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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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ACCION

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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United Federal Credit Union

2432 Wingfield Hills Rd.
Sparks, NV 89436

Jeff Panko

(775) 329-6673

(800) 283-8485

Member Since: 2016

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State Farm Insurance - Sam Staub

248 E. Liberty St.
Reno, NV 89501

Sam Staub

(775) 786-0888

Member Since: 2018

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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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Greater Nevada Credit Union - Spanish Springs

1101 Los Altos Pkwy
Sparks, NV 89436

Karen Egesdahl

(775) 326-6702

Member Since: 2012

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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Morgan Stanley - Rachel Morman - Financial Advisor

Reno, NV 89511

Rachel Morman

(775) 982-8605

Member Since: 2018

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Battle Born Financial Advisor

41 N Highway 160, Ste 10
Pahrump, NV 89060

Brent Leavitt

(775) 410-6301

Member Since: 2018

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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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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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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 - UNR

1385 N. Virginia St.
Reno, NV 89503

Erika Mendoza

(775) 326-6785

(800) 421-6674

Member Since: 2018

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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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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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Wells Fargo

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

Vicky Howard-Hollis

(775) 689-6000

Member Since: 1944

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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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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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Lovie Wealth Management

1575 Delucchi Ln., Ste. 115-19
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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United Federal Credit Union

980 Ambassador Drive
Reno, NV 89523

Christie Asis

(775) 329-6673

(800) 283-8485

Member Since: 2009

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Bay Equity Home Loans

200 S. Virginia St #853
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 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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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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CFOs2GO

2033 Neviekay Lane
Reno, NV 89521

Dale Tate

408-644-5989

Member Since: 2019

CFOs2GO provides financial expertise on a consulting and interim basis and recruitment for direct hire positions. Our partners offer industry specific expertise to develop customized solutions across a broad portfolio of industry segments.

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United Federal Credit Union

13989 S. Virginia St.
Reno, NV 89511

Richard Abend

(800) 283-8485

Member Since: 2015

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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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Revolution Financial Management

2430 SAPPHIRE RIDGE WAY
RENO, NV 89523

Jerry Quintos

7024390163

Financial Advisor and planner

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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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Big Valley Mortgage

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

Tara McCafferty

(775) 823-9600

Member Since: 2018

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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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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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The Seeliger Sierra Mountain Group at Morgan Stanley

5390 Kietzke Lane, Suite 200
Reno, NV 89511

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

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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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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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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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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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Will Huston - State Farm

3005 Skyline Blvd Ste 130
Reno, NV 89509

Will Huston

(775) 996-2239

Member Since: 2019

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New American Funding

5050 Vista Boulevard #105
Sparks, NV 89436

Patrick Winchell

(775) 473-6763

New American Funding is a National Mortgage Banker with the top talent of local Loan Officers & the wealth of local real estate knowledge, experience, as well as the financial backbone of a national lender, we offer clients the best of both worlds.

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United Federal Credit Union

10705 Double R Blvd.
Reno, NV 89521

Lance Morrow

(775) 329-6673

(800) 283-8485

Member Since: 2008

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Charles Schwab Bank

5301 Kietzke Ln
Reno, NV 89509

Nancy Brown

(775) 544-9891

Member Since: 2011

Brokerage, banking, insurance, and other financial services, including portfolio management, estate and financial planning, active trader, international services, corporate and individual retirement plans....

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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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