Late November 2025:…read more An amazing encounter with Sienna Bates helped us set up a high-value CD and a living trust brokerage. We have had retirement accounts with Charles Schwab for several years, and we find their staff to be knowledgeable, dedicated, and truthful. There are four 800 numbers that send you to a specific "trading desk" expert who will answer your questions, but does not sell you the investment. Sienna Bates goes well beyond these attributes, demonstrating persistence, empathy, and care.

My husband and I were excited to meet with Michelle to discuss a financial plan are we are nearing…read moreretirement and wanted to ensure adequate funds. We met with Michelle for 30 minutes with a promise she would get back with us to go over the plan. 30 days later, no phone call. We called a left a message. We have never heard back from Michelle regarding our needs or questions. We've moved on from Schwab.

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 highly recommend Ryan! ​My husband and I have been using Ryan for our investments for the past…read moreseveral years now. He has been amazing in guiding us along and is always there to answer any questions!

I went in to see my financial adviser (Keith Davis) to see how my money is doing. The office is…read morevery nice upon walking in and the receptionist is very welcoming even offering something to drink. I would definitely recommend Keith and RBC because thankfully my money is doing well! 2/18

My sister and I were listed as beneficiaries, including our full names, social security numbers and…read moreaddresses on a parent's accounts with Morgan Stanley. My dad's long time, 20 year, advisor is Bill Creekbaum. As long as you call Mr. Creekbalm to make investments he returns your calls and is as friendly as a used car sales person closing a big deal. God forbid your family member dies and you need help getting financial matters under control. It is coming up on 60 days. There seems to be no end in site to resolving the accounts with Morgan Stanley. God forbid don't get involved with them.

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.

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.

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.

Customer service Representative very professional and helpful. One phine call resolved my request…read more I highly recommend Fidelity for investors.

This Reno office handles the brokerage account for a Genoa-based non-profit that I serve as…read moreTreasurer. Getting my name (and the accountant's name) on this account had to run through the Wells Fargo bureaucracy, but it seemed to be easier than my parallel efforts with another silo that handles our checking account. It also helps that I'm a Wells Fargo Advisor customer (at another branch) and my guy has been great in helping me out when needed. Now that I'm in a "run and maintain" mode, phone calls are returned and our accountant gets what she needs. And at least in today's stock market, returns are pretty good.

This place is great. I wouldn't recommend anywhere else to get your financial advisement. The…read morepeople are all extremely knowledgable and I have neve been lead astray here. If you're in the market for a financial advisor go here and ask for Dave Quinn!