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 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.

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.

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.

My husband and I have been happy recipients of Financial Advisor Curtis Slothower's advice for 10…read moreyears now and could not be happier. Curtis has been our mainstay and understands very well our goals, risk tolerance, history...pretty much everything financial in our lives. Recently, he and another financial advisor, Jeff Martin (both native Nevadans), struck out on their own and Silver State Wealth Management was born. Curtis and Jeff provide fiduciary-based guidance which means they have a legal obligation to act in their clients' best interests, putting their clients' needs over their own. If you are looking for a financial advisor who will take the time to get to know you, your finances, your risk tolerance and then provide you with thoughtful guidance, contact locally-owned Silver State Wealth Management. Curtis Slothower: Curtis@SilverStateWealthManagement.com Direct Call or Text: 775-260-1783 Jeff Martin: Jeff@SilverStateWealthManagement.com Direct Call or Text: 775 350 1583

My wife and I have been working with Jeff Martin with Silver State Wealth Management for several…read moreyears now. Jeff has been integral in building our retirement, he really knows his stuff. We can't say enough good things about Jeff, he is very professional and knowledgeable, and on top of that, he is one of the nicest people you will ever have the pleasure to meet.

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.