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.

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.

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.

We have been with Kevin Dunn with Fidelity over 16 years. We 100% trust and recommend him. We have…read moreour sons accounts there as well as many other Family and Friends. He is very knowledgeable and friendly. Kevin's contact info: Phone 775.853.3728 Ext 54162

Had a very nice and informative meeting with one of their advisors…read more Beautiful office with high security.... and snacks ;-) There is a bowl of snacks in the wait room. I am at that age where you evaluate if working may be a financial hinderance vs a benefit. One should have that problem and I am grateful to consult with experts to help me figure it out. I met with Shaun who was more that helpful and spent an hour and a half looking at charts, explaining pros and cons and what the Fidelity Team could do for me as I venture into this phase of my life. Have some homework to do to figure out next steps.

Welcome Home has managed many of my rental properties for several years and its extraordinary team…read moreleader and real estate broker, Erika Lamb, has helped me buy and sell homes as well. I could not be more satisfied with the company's services. What makes Welcome Home an exceptional property management company--and Erika a superlative broker--cannot be stated in a few words, so please bear with me. For starters, I've never known anyone to spend as much time keeping herself apprised of trends and laws that pertain to property management and the real estate market as Erika. She is forever surprising me with her knowledge of the legal rights of tenants, landlords and homeowners associations, which has saved me many headaches and a great deal of money. Likewise, Erika's bottomless knowledge of Reno's best painters, locksmiths, handymen, landscapers, electricians, plumbers, roofers, and other specialists has ensured that work performed on my properties was done right the first time, which has kept my costs down. Erika's certifications, lofty positions, and awards, which can be found on the "About Us" page, impressive as they are don't do her justice. They don't tell you, for example, that Erika is brilliant when it comes to telling you which tiles, paints, LVP flooring, light fixtures, carpeting, backsplashes, sinks, etc., should go into a new or remodeled home to meet the tastes and expectations of tenants as well as buyers. Based on her advice in these areas I was able to obtain a record-setting sales price for a condo I sold in a huge complex near Midtown (more on her strengths as a broker later). Because of that experience and others, I'm eager to get her design advice on a 4-bedroom house that will be my first rental property in Verdi when construction of it is completed in several months. I could write a short book on all of the ways Erika has helped me with my rental properties--and how she'd likely help you if you chose Welcome Home to manage your rentals. But I'll move on because Welcome Home is more than Erika. The company consists of an excellent staff that calls upon excellent independent contractors as the need arises. For instance, the importance of an expertly crafted lease cannot be overstated, and I'm thrilled to report that Welcome Home works with one of Reno's top lawyers to keep its leases in line with current laws and to protect its clients from new laws that favor tenants. Put another way, Welcome Home has got your back on legal matters. A great lease, as some of you no doubt know, can protect a landlord in 1,001 ways, so to speak, and Welcome Home's lease is decisively the best I've ever seen. I have inspected the work of every member of the Welcome Home team, including its contractors, and have been impressed by all of them. Whether it's the team member who scrutinizes lease applicants and puts excellent tenants in my properties, or the team member who inspects and videotapes the condition of my properties before and after a tenancy to ensure that I'm not charged for tenant-caused damage, or the team member who smartly responds to a tenant request for a repair, or the photographer and the Photoshop masters who make my properties look gorgeous online (and generate above-market rents), there isn't a single person at Welcome Home or among its contractors that I don't hold in high regard. On a personal note, Welcome Home gives me peace of mind that when I pass on, my wife won't be burdened with all of the work and hard decisions that our rental properties require. Welcome Home will continue to manage them, even to the extent of providing my wife with annual tax statements she will only need to mail to our accountant. Preparing such statements is something Welcome Home does for us now. It's included in their host of property management services. How wonderful is that! Welcome Home is not the first property management company that I've hired in Reno, but it will certainly be the last. I cannot imagine how a property manager could improve upon the services offered by Welcome Home, and I'm a ridiculously finicky person. Back to Erika Lamb as a real estate broker. I've been very fortunate. I've owned real estate in Panama, Costa Rica, Pasadena, Altadena, South Pasadena, San Francisco and Reno. In Reno, I've owned no fewer than a dozen houses, townhomes and condos. Before listing a property in each of the above-mentioned markets I spent many hours identifying some of their best real estate agents and/or brokers and I'd give none of them a grade below B+ in hindsight. That said, Erika stands head and shoulders above the rest as representative for the buyer or the seller. I'd love to include the many examples of why I think so highly of Erika as a broker--and I had written the examples--but to my dismay I just now discovered that Yelp limits the length of reviews posted here and I exceeded the limit by about 900 words. You may find the rest of my testimonial at Welcome Home's website.

Avoid This Property Management Company - Dishonest and Aggressive…read moreI would strongly advise against renting from this property management company. Our experience was incredibly frustrating and ultimately felt like we were being taken advantage of. We were charged $250 for a pipe repair without ever being contacted, consulted, or quoted for the work. When we tried to schedule a meeting to discuss the charge, they refused to meet, ignored our calls, and eventually threatened us with eviction unless we paid. We were forced to pay for something we had no opportunity to approve or dispute. When we moved out, we gave more than 30 days' notice, professionally cleaned the carpets and the home, and even touched up the walls. Despite this, they withheld $2,100 of our security deposit. Their breakdown included: * $300 for drywall repair (not previously mentioned or shown to us) * $1,100 for painting the entire house (even though we left it in great condition) * A charge to replace a lightbulb they falsely claimed was out * $260 for cleaning (even though we had the home professionally cleaned) Throughout the process, this company was unresponsive, evasive, and became aggressive when we questioned the charges. It was clear they had no intention of communicating fairly or ethically. They do not treat tenants with respect and seem to rely on intimidation and avoidance to force compliance. This company took advantage of us and treated us dishonestly. Renters, beware--they will take your money and ignore your concerns.

Founded in 1984, Capital Guardian Trust of Nevada brings fiduciary investment and trust…read moreadministration services to wealthy individuals and families who seek to associate their wealth with an investment company operating in the mode of Capital Group, one of the three largest and most successful money managers in the World. Personalized trust administration is provided by financial executives experienced in portfolio management and fiduciary trust services designed to preserve the real value of family wealth. With specific attention to Federal and State tax consequences, Capital's long term investment objectives are designed to achieve specific and general benefits for the beneficiaries as well as the Trustor(s). Bud Brewer, Trustee, Brewer Community Property Trust

Patrick is simply amazing. We have been with him for over 12 years.. He is now a insurance broker…read more One year we found a cheaper rate and we went to Patrick and informed him. He got back to us right away. He told us if he couldn't match it he understood if went else where. He did a lot of research and found us a lot better deal with more coverage. We have referred many friends to him and they always call us back and thank us for helping them to save money. He tries to figure out what product will match and fit your needs. He is friendly, knowledgeable, and honest. If he doesn't know something he will tell you. Then he will go research the heck out of it before he gets back to you.

Patrick condon is the worst insurance agent I've ever had. Completely unwilling to help in anyway…read morepossible. Every other insurance agent I've had has helped me with claims, and anything else I need. He has helped with nothing while telling me he's "sorry to hear that" about any complaint that I make. Take your business elsewhere!

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've rented for years, so we've worked with our share of property managers, and Joey is in a…read morecompletely different league. We rented a beautiful home in Somersett through SIGUA Property Management, and one of the best parts of the entire experience was working with Joey Vincent Pontillas. We also appreciated that our dogs were welcomed. They're part of our family, and it meant so much to be able to rent such a wonderful home without feeling like we had to apologize for having them. Any time something needed attention in the home, Joey was incredibly responsive. Whether it was a repair or a maintenance issue, he made sure someone was there as quickly as possible--often the same day or the very next day. We never felt ignored or like our concerns were put on the back burner. That level of responsiveness is rare, and it made us feel respected as renters. Toward the end of our lease, there was one disagreement that needed to be worked through. Joey handled it with professionalism, clear communication, and a level head. He kept everyone informed, treated both us and the homeowners with respect, and helped bring everything to a resolution that felt fair for everyone involved. What impressed us most is that he makes an incredibly demanding job look easy. We know that's not the case behind the scenes, but Joey's calm, responsive, and professional approach never wavered. He genuinely cares about doing the job well, and it shows. If you're looking for a rental or property management company in the Reno-Tahoe area--especially in Somersett--we highly recommend SIGUA Property Management. Joey is the kind of property manager who restores your faith in the profession. He's responsive, dependable, hardworking, and truly takes pride in his work. Thank you, Joey, for all of your hard work. We truly appreciate everything you did for us and wish you continued success.

I have worked with Mary Meeker with Sigua Property management for over 2 yrs. She is hands down the…read morebest realtor/property manager I have dealt with. She is kind, responsive, and treats her clients with respect and value. I cannot recommend her enough.

The advisors at American Wealth Management in Reno will help you strengthen your financial health…read moreso you can obtain the life experiences that mean the most to you. I know them personally and highly recommend this team of advisors.

From the owner: Life isn't about money, it's about what you do with it. At…read moreAmerican Wealth Management, we help you obtain the life experiences that mean the most to you through investments, financial planning, insurance planning, and tax planning. We will help you set and achieve your lifelong goals through a customized financial strategy that reflects who you are, what you value and, ultimately, gives you the freedom to live your way.

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.