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 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 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 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.

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!

They can quit locking me out of my cell phone account, pay my bills on time, don't charge me the…read morelate fee, quit taking money that isn't a part of my SSA and survivors benefits, quit forgetting my signature on documents, etc... I accidentally pressed one star and I meant to not press any. I thought I was depressed after losing 7 people in 7 months and losing my 2 dogs, and then got told I don't need another dog, I'm more depressed having them ruin my credit which is completely illegal along with everything else they did and then some. Never got all my statements and they haven't sent me my money yet since I terminated them. How's that for a review!! I just want my SSA deposited back into my bank, quit spending my money, and turn over my savings to me ASAP. I have my rights and you are wrong Amanda!! When I said I was taking control of my own affairs, then that is when the money should have been in my hands!! You all did me wrong and now I'm doing what's right!!

We were referred to Amanda by a trusted source to help manage my father's funds. I received a few…read morecalls from her before handing his finances over to her and now that she has all of his money we can't get a call back after leaving several messages. At one point she scheduled an appointment with him but then called and said she couldn't make it. Haven't heard from her since. I have left another message telling her we want his funds back and hopefully we won't have to get the authorities involved to make that happen.

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!

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.

I transferred my IRA from another advisor I barely spoke to. These people are awesome. Jason has…read moreexplained our investments and our strategies. My husband and I feel our investments are in great hands.

#800 I should have…read moredone this years ago !!! For 30 years I tried to manage my own investments, with the help of a know it all ex-husband. That landed me with a retirement no better than a bank savings account. I have listened for years to Jon Sanchez for years on KKOH radio. So I felt I knew his background and his philosophies very well. My only fear was would I spend more on using a professional than I looked to make with what I felt was a small investment. I was unable to get to his office with my work schedule, so he set up a phone conference with me. He took lots of time to ask a variety of questions and easily answered all my concerns. Rolling over my account was very easy. As whenever I have another question I call Gina and she quickly emails me what I need. Be smart and at a younger age get with a professional and get your future managed properly.