Great meeting with Ryan discussing ideas moving forward after a big life change. I had a good plan…read morebut was delighted to get more ideas and options along with several introductions. Nothing like peace of mind. What the folks are saying in reviews about Ryan's likeability: they are 100% correct. Pleasure to meet with him. Recommend for anyone at any stage in life for help in figuring out things that are often way too complex.

Ryan handles all of our 401k accounts for the business. The…read moreplatform is very easy to use for changing contributions and even the allocation of the investments. He is always a fast response to an email or phone call away with any questions.

Adam is sharp, charismatic, and most importantly a great listener. Give him an abstract idea of…read morewhat you want your financial future to look like and he'll turn it into a fully functional plan. You don't need a lot of money to start investing in your future. I always thought I didn't make enough to have a financial counselor, but Adam was so down to earth and considerate of my financial insecurities. I can call him anytime to go over the same questions, and he'll start fresh with me every time. He really loves what he does!!

Financial planning is not my specialty! Thank goodness I found Adam. His knowledge and financial…read moresavvy have secured my retirement. I can relax and know I'm in the best financial hands out there. Adam didn't care that I didn't have much to start with. He treated me with respect and my accounts have grown, dramatically!

Ed Woo is very knowledgeable. He is ready and willing to help his clients and potential clients…read moreunderstand their investment options and is great at explaining things in terms that are easy to understand. He is very friendly and approachable and you can tell that he has a passion for helping others with their financial growth. Highly recommend!

Thank you Ed for bringing the complicated world of personal finances to me in a way I can…read moreunderstand. You have helped us make decisions by giving us choices and explaining each one. We know our investments are growing just the way we need them, with you at the helm. We will be with you a long time.

If you want to be treated like you bank at a big bank with none of the amenities or services -…read moreGreater Nevada Credit Union is for you. This location does have a coin machine which is a bonus because most of the other ones do not. My mom and I came in here around 4:15 PM (they close at 5:00) to take care of adding me to her account as a beneficiary/joint person in case something were to happen to her. The place was pretty dead - lots of people who work there but very few other customers. We hand over our IDs to the teller and after hanging out for a few minutes - he lets us know that that service can only be done by appointment. We asked - even as a beneficiary? Yup. So a process that in many more advanced systems is an online form requires you to schedule an appointment even though they have several employees waiting around. So unbelievably frustrating! My mom closed her accounts awhile back and recently moved back to the area - when she did, she was re-added to my accounts because she was on several years ago when I was a minor. We asked if we could get that taken care of there? No. Also by appointment only. So we had to take additional time off work because the latest appointment offered is 3:45?! I wouldn't show up to the bank without an appointment and explicit outlines ahead of time of what you need because GNCU is definitely not customer centered.

Priscilla put a hold on a $300 check because they are a "new client." It's $300 and we are a local…read morebusiness who has had an open account for years with no issues on any of our previous checks for the entire history of the account. What terrible customer service for your small business clients. She couldn't even explain why (receipt says "large deposit" ??) - it is a local hospital who wrote the check as well.

I wouldn't trust anyone else to do what GPS Wealth Advisors does. Mike Angier and his team of…read moreprofessionals at GPS are all incredibly knowledgeable, trust-worthy, kind and helpful. Every. Single. Person. Yolanda makes me feel like I am their most important client when I call. Emily remembers all the stories about my adventures and family. And Mike is the straightest shooter I could ever ask for when it comes to the (for me) very complex world of financial investment and advice. (And he's also a real Cool Cat). Whether your looking for a new partner to help you grow your retirement or this is your first time trusting anyone to help you figure this stuff out, I don't think you'll find anyone better than Mike and his team at GPS Wealth Advisors.

Jackie and the team are extremely professional and we have seen our investments flourish. They are…read morealways friendly, available and knowledgeable. I highly recommend GPS Wealth advisors.

I had recently listened to a Chris Abts' broadcast on TV about reducing taxes during retirement…read more(both my wife & myself have been retired for years) so I called Cornerstone to see if I could learn more. I told them I wasn't a client but asked if I could get more information as I had missed part of the braodcast. Their Marketing Director Nikki White invited me to come up and talk to Jeff Martin , one of their Financial Advisers, to analyze our situation during a free "Discovery" Session. I was instructed to complete a form that would give Jeff our financial picture and also to bring along our last 3 years of tax returns so he could best advise me. I double-checked again to make sure this was free and I was assured it was. When I arrived at their office I was greeted enthusiastically by their staff and then Jeff came out to meet me. Jeff spent over an hour going over our financials and tax returns and gave (again "gave" is the operant word since this was free) me great advice about upcoming tax law changes. Jeff is very knowledgable, professional, friendly, and pleasant. He listened patiently while I laid out our finances and only spoke for clarification. He then analyzed our situation and made some great suggestions. At then end of our time, I thanked him profusely and he assured me he was in this business to help people make good financial decisions and his reward was my thanks. Clearly Chris' management style & philosophy is evident all through the organization. What a wonderful & pleasant experience this was. If I was anywhere else in the stages of investing or planning for retirement, I would have signed up with this company. I highly recommend this firm.

I've invested with Cornerstone for a few years now. I like that there are no fancy market plays,…read morejust solid financial models. Even in this market, I feel comfortable with my investments with Cornerstone. Chris and staff are very friendly and knowledgeable. They take the time to explain the details of how your investments work. They also do a great job of job of helping you set up a retirement plan.

We just recently moved to 1130 Selmi Dr, Suite 601. Reno, NV 89512. 775-355-1100 is still our…read morephone number.

I feel extremely secure with Will Biddle as a financial advisor. He is respectful, considerate,…read moreextremely knowledgeable, always looking out for me. His help in consolidating my resources has been tremendous. He always contacts me promptly. He has been exactly what we needed at a time of turmoil with another company. His advice to securing a good CPA was awesome. His advice, to have a trust made is exactly what I need now. As the market changes, his advice as to options has always been great. He assisted me in setting up accounts to manage my parents trust, as well as a brothers trust. No easy task, but he's handled it all. He even listened so patiently as I worked through my husband passing and making changes. My husband disagreed with me from the 1990's as to investing, but when our current investment company was really causing issues, a recommendation was to switch to Will Biddle as an advisor. Meeting Will Biddle and listening to him, my husband finally felt this was a perfect parntership and brought him comfort. I am forever thankful for his assistance and his personal contact.

Will has been amazing about educating me and setting me up well for my daughter's 529 plan and my…read moreIRA. He gives awesome and prompt responses, goes above and beyond. He makes you feel like you are his only client when I know he serves many. He is amazing at what he does. You must meet with him!

Mike has been a wonderful resource to my husband and me. He has a wealth of knowledge that has…read moreseen many ups and downs in the market. I would highly suggest that you trust him with your retirement and saving goals.