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Financial Institution & Advisors

American Wealth Management
570 Hammill Ln.
Reno NV 89511
(775)332-7000
Patricia Meidell, Pres.
Other Contacts: Heidi Foster, Wealth Advisor and Investment Mgr., Laif Meidell, VP

 Member Since 1992 

About Us...
Investment management and financial planning services for retirees, individuals, and business owners.

Ameriprise Financial Services, Inc. - Enid A. Oliver
500 Damonte Ranch Pkwy., Ste. 735
Reno NV 89521
(775)829-7210
Enid Oliver, ChFC, Sr. Financial Advisor

 Member Since 2009 

About Us...
I will work with you to thoroughly understand your current financial situation while also looking at short-term and long-term financial goals. I’ll provide you with solid financial guidance ensuring you are educated on the topics that matter most to you, from education savings options for your family to long-term investment strategies for your retirement. As you approach retirement I will help you make the most of what you have saved and establish a smart and careful plan for managing those savings so you can continue to spend throughout your retirement.

City National Bank
6518 S. McCarran Blvd.
Reno NV 89509
(775)828-8091
Kim Bartlett

 Member Since 2009 

About Us...
City National Bank provides entrepreneurs, professionals, their businesses and families with complete financial solutions on The way up.

Country Financial
5555 Kietzke Ln., Ste. 100
Reno NV 89511
(775)829-1011
Jeremy Peterson, Agency Mgr.
Other Contacts: Dan Keever, Financial Rep., Kevin D. Lewis, Financial Rep., Jeremy McRoberts, Financial Rep., Jim Reed, Financial Rep., Nick Sanseri, Financial Rep.

 Member Since 2009 

About Us...
For more than 80 years, we've been helping people just like you become financially secure. Our Country representatives are knowledgeable, down-to-earth professionals who can help with all your insurance and investment needs. Whether you're starting your first job, raising a family, putting your children through college or nearing retirement - we can help.

Dunham Trust Company
730 Sandhill Rd., Ste. 310
Reno NV 89521
(775)826-7900
Tommy Tucker, Pres./Chief Trust Officer
Other Contacts: George Aker, Business Dev., Scott Albright, Investment Officer, Shanna Coressel, Trust Officer, David Holmes, Chief Investment Officer, Jacqueline Miller

 Member Since 2000 

About Us...
Independent Trust Department providing retirement planning, Trust, and Estate assistance, Investment Services.

Great Basin Federal Credit Union
9770 S. Virginia St.
Reno NV 89511
(775)333-4228
Elisabeth Hadler, Mktg. Mgr.
Other Contacts: Pamela Brooks, HR Mgr., Dennis Flannigan, CEO

 Member Since 2006 

About Us...
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 personal liaison dedicated to helping you and your employees reach your financial goals.

Greater Nevada Credit Union - Reno
6745 Sierra Center Pkwy.
Reno NV 89511
(800)421-6674
Anthony Rodriguez, Branch Mgr.
Other Contacts: Doug Johnson, Lenging Mgr., Ron Willard, VP Mktg.

 Member Since 1991 

About Us...
A not-for-profit, member-owned financial cooperative where earnings are returned to members through a full range of financial products and services at competitive rates and lower fees including savings, checking, loans, investments, mortgage services, and business services. Join and become part of something greater - Greater Nevada Credit Union.

THIS COMPANY OFFERS MEMBER TO MEMBER DISCOUNTS! CLICK BELOW FOR MORE INFORMATION!

Idaho-Nevada Community Development Financial Institution
PO Box 413
Pocatello ID 83204
(702)715-7796
Cindy Williams, VP for Investor Relations
Other Contacts: Chuck Prince, SVP & Dir.

 Member Since 2009 

About Us...
The Idaho-Nevada Community Development Financial Institution, Inc. (CDF) has one purpose: To increase access to capital by small businesses and community development organizations engaged in economic and community development and affordable housing, halt community deterioration and create jobs throughout the economically disadvantaged areas of the western United States.

Morgan Stanley Smith Barney
6005 Plumas St., Ste. 200
Reno NV 89519
(775)689-8717
Chris Smeltzer, Financial Advisor

 Member Since 2010 

THIS COMPANY OFFERS MEMBER TO MEMBER DISCOUNTS! CLICK BELOW FOR MORE INFORMATION!

Morgan Stanley Smith Barney dba Sierra Mountain Group
6005 Plumas St., Ste. 200
Reno NV 89510
(775)689-8709
Monica House, VP Wealth Mgmt./Financial Advisor
Other Contacts: Stephen Sear, Financial Advisor

 Member Since 2009 

Nevada Association of Insurance & Financial Advisors

Sparks NV 89434
(775)358-9058
Jim Myers, Assoc. Exec.
Other Contacts: John W. Collier, Pres., John Drakulich, Dir., Larry Hardy, State Legislative Chair, Donna Saarem, VP

 Member Since 2008 

About Us...
Members of the Nevada Association of Insurance and Financial Advisors focus their practices on: Life Insurance and Annuities, Health Insurance and Employee Benefits, Multiline and Financial Advising. We advocate for a positive legislative and regulatory environment. Enhance business and professional skills, and promote the ethical conduct of our members.

Nevada Federal Credit Union
1296 E. Plumb Ln., Ste. A
Reno NV 89502
(775)827-3880
Wanida Black, Asst. VP No. NV

 Member Since 2008 

Nevada Federal Credit Union - Sparks
480 E. Prater Way
Sparks NV 89431
(775)353-5600
Wanida Black

 Member Since 2008 

RBC Wealth Management
5310 Kietzke Ln., Ste. 201
Reno NV 89511
(775)824-4200
Carla Pierson, Branch Service Mgr./Sr. Inv. Assoc.
Other Contacts: Steve Anderson, VP, Anthony Barbash, VP, Rita Higgins, Client Associate, William Kottinger, SVP

 Member Since 2008 

Robert Pyne Financial Group
5595 Kietzke Ln., Ste. 101
Reno NV 89511
(775)825-5115
Robert Pyne, Owner

 Member Since 2009 

Sage Financial Advisors, Inc.
110 Country Estates Cir., Ste. 3
Reno NV 89511
(775)324-7244
Brian M. Loy, Pres.
Other Contacts: Kirstin Griffin, Client Svcs. Dir.

 Member Since 1998 

About Us...
We are dedicated to our clients' financial success and to their peace of mind.

Stifel Nicolaus
50 W. Liberty St., Ste. 401
Reno NV 89501
(775)786-8500
Andy Quinn, SVP/BM

 Member Since 2010 

United Federal Credit Union
10705 Double R Blvd.
Reno NV 89521
(775)329-6673
Dottie Benda, Branch Manager

 Member Since 2008 

About Us...
United Federal Credit Union provides a full array of banking services to the residents of Northern Nevada. With a local history spanning 60 years, and a position of safety and security, contact United Federal Credit Union for your banking needs.

United Federal Credit Union
1170 Bible Way
Reno NV 89502
(775)329-6673
Kellie George, Business Dvlpmt. Mgr.
Other Contacts: Susan Lewis, Br. Mgr.

 Member Since 1984 

About Us...
United Federal Credit Union provides a full array of banking services to the residents of Nevada. With a local history spanning 60 years, and a position of safety and security, contact United Federal Credit Union for your banking needs.

United Federal Credit Union
5150 Mae Anne Ave., Ste. 402
Reno NV 89523
(775)329-6673
Monica Sanchez, Branch Manager

 Member Since 2009 

About Us...
United Federal Credit Union provides a full array of banking services to the residents of Northern Nevada. With a local history spanning 60 years, and a position of safety and security, contact United Federal Credit Union for your banking needs.

United Federal Credit Union
1430 E. Prater Way
Sparks NV 89431
(775)329-6673
Ben Steele, Branch Manager

 Member Since 2009 

About Us...
United Federal Credit Union provides a full array of banking services to the residents of Northern Nevada. With a local history spanning 60 years, and a position of safety and security, contact United Federal Credit Union for your banking needs.

United Finance Co.
1609 Vassar St.
Reno NV 89502
(775)329-1922
Michael Wood, Sr. Mgr.
Other Contacts: Keith Lantz, Mgr., Rogelio Martinez, Asst. Mgr.

 Member Since 2009 

Waddell & Reed Financial Advisor
3625 Del Amo Blvd., Ste. 360
Torrance CA 90503
(310)926-3280
Wayne Marsee, Financial Advisor

 Member Since 2010 

About Us...
"People Don't Care How Much You Know, Until They Know How Much You Care". Since 1997 I have been helping people obtain their dreams. It is a process that never ends, and is centered around accountability and availability. Let's get started today! Investments - Insurance - Financial Planning.

THIS COMPANY OFFERS MEMBER TO MEMBER DISCOUNTS! CLICK BELOW FOR MORE INFORMATION!

Wells Fargo Advisors, LLC
100 W. Liberty St., Ste. #100
Reno NV 89501
(775)786-4500
Amy Matorian
Other Contacts: Craig Belis, Financial Advisors, Steven Laden, SVP/Investment Officer

 Member Since 1997 

Wells Fargo Advisors, LLC
5470 Kietzke Ln. Ste. 300
Reno NV 89511
(775)688-4711
Amy Matorian
Other Contacts: Jack Campbell, VP, Christopher Cook, Richard Jay, CRPS, VP-Investments

 Member Since 1978