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Investments

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.

Ancora West Advisors
8630 Technology Way
Reno NV 89521
(775)284-7778
Joshua Barone, Managing Partner
Other Contacts: Angela Olson, Office Mgr.

 Member Since 2009 

About Us...
The Ancora West Managed Account Program is designed for high-net worth individuals with a minimum relationship of $1,000,000 to invest. Individual brokerage accounts are set up for each client and managed according to that client's specific objectives. Ancora West Managed Account Clients receive personalized attention and benefits, including direct access to Ancora West Portfolio Managers and Research Analysts, personalized portfolio tax planning and a competitive fee structure.

Carmo Insurance Annuity and Trust
900 S. Meadows Pkwy., Ste. 3722
Reno NV 89521
(775)324-2740
Martin Carmo, CSFP, Chartered Sr. Financial Planner

 Member Since 2010 

About Us...
Provider of Universal/Whole Life Insurance. Estate Planning and Living Trust service. Guaranteed retirement income. Best Annuity programs available. In business over 18 years. Representing Companies over 100. Licensed in Nevada, California. Referrals welcome.

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

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.

MacLean Financial Group
1325 Airmotive Way, Ste. 390
Reno NV 89502
(775)329-3041
Hawley MacLean, Pres.
Other Contacts: Rachel L. Premo, Dir. of Marketing & Client Relations

 Member Since 1990 

About Us...
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 stages of their Live Interactive Financial E-plans. We also work with clients to help them with understanding the complexities and value of insurance products and investments as they relate to their overall financial picture.

NorthStar Investors, Inc.
661 Sierra Rose Dr.
Reno NV 89511
(775)954-2020
Kim Kimbriel, Controller
Other Contacts: Chris Howard, Pres., Harvey Miller, Managing Dir.

 Member Since 2008 

About Us...
Meridian Business Advisors (MBA) (one of Northstar Investor's premier subsidiaries) is a long established consulting firm supported by a team of fully qualified financial and economic specialists with a focus on economic impact analysis, fiscal impact analysis, forensic accounting, professional practice valuation and business valuation, litigation support and gaming feasibility.

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

 Member Since 2009 

Sanchez Wealth Management, LLC
5585 Kietzke Ln.
Reno NV 89511
(775)853-1600
Haley Kerr, Dir. of Oper.
Other Contacts: Jon G. Sanchez, CEO

 Member Since 2010 

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

 Member Since 2010 

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 Center - Investments/Brokerage
5340 Kietzke Ln., Ste. 200
Reno NV 89511
(775)823-4835
Peter J. Evanecko, Sales Mgr.

 Member Since 1944 

Wells Fargo Center - Wealth Management Group
5340 Kietzke Ln.
Reno NV 89511
(775)823-4802
David Hehn
Other Contacts: Lori Tuntland

 Member Since 1944 

About Us...
Customized financial services provided by experienced professionals including trust, estates, investments and credit - all on a local basis.