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.

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.

I have been with Schwab 35 yrs + and now have a problem they refuse to try to resolve, regarding a…read moredeath and trust. Local represtentives refuse to act and will Not discuss the problem But refer to Corp. offices and communication is almost non-existence. Had to involve Attorneys, looks like we are at an impasse. Communication is the KEY!

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.

We had an appointment at lifeline estate services. They were prompt and seen us. Sophia was great…read more She explained everything very clearly asked if we had any questions so that she could go over them with us. She recognized a medical directive that I had in my phone. And asked us questions regarding that. John who must own lifeline has something in common with my husband. So they will chat about a vehicle since my husband is a writer for a magazine. So it was kind of a win-win all around. Their prices were really, really reasonable compared to some of the places we have looked at. They were very professional and I would recommend this place to anyone for sure. Thank you so much, Sophia

John and Susan are a class act, they personalize the experience and are open about their…read moreexperiences. We are in good hands!

Griffin and the entire GK Wealth Management team are awesome to work with and have helped us…read moretremendously in setting up a plan that works for our family and goals. Not to mention the tax savings and strategies that have helped put us on a path to success. They are very friendly and make sure to take the time to explain the different scenarios and approaches we can take. Our vision for the future is being heard and we trust that Griffin and his team will make the right moves to help us reach our goal. We have the peace of mind that our money is being handled by a smart and professional team who care about their clients and their financial well-being We highly recommend working with Griffin and the GK Wealth Management team.

The team at GK Wealth Management is stellar. They are knowledgeable, professional, and are able to…read moreanswer any and all questions I've had. They are proactive in setting up my investments for success and are always available for a check-in planning session to go over tax and equity considerations. I appreciate the support!

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!

We worked with Brian and Jordan. Every step of the process was explained, all my questions were…read moreanswered, and we felt well taken care of. Highly recommend!

From the owner: At Abshire Family Financial, we prioritize building strong and lasting relationships with our…read moreclients. As a family-owned and operated business, trust and transparency are at the core of our values. With 15 years of experience in financial services and estate planning, our team is well-equipped to you achieve your long-term goals. We are proud to community-centered and veteran-owned, and our mission is to help everyone achieve financial security.

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.