GPS WEALTH ADVISORS
5305 Reno Corporate Drive, Suite 200, Reno, NV 89511 DIRECTIONS
Since 1990
Here’s The Deal:
GPS Wealth Advisors was established in 1990. They are a team of dedicated professionals that serves a select number of affluent families, individuals, and businesses plan for the financial future. The firm provides one-to-one financial guidance based on your goals and needs. They offer regular meetings to review your progress and investments. They deliver personalized financial advice to help you achieve your goals, today and tomorrow, through their confident retirement approach. They start with a conversation about critical economic areas, including covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. They can help implement a financial plan concentrating on your short and long-term vision in assisting the clients and their families.
SPECIALTY:
AMERIPRISE FINANCIAL SERVICES, INC. - Retirement Income and Women's Financial Strategies, Divorce and Intergenerational Planning, Retirement Plan Distribution, Cash Flow Management, Tax Planning, Family Finances, Investments, Retirement Planning Strategies & Small Business
TBR® Inspection Report:
DAN DOOLEY
534 Lander Street, Reno, NV 89509 DIRECTIONS
Since 2006
Here’s The Deal:
Dan Dooley has been a financial advisor with Edward Jones since 2006. Edward Jones is a financial services firm committed to helping the requirements of individual investors. They specialize in helping individual investors rather than institutions. The company focuses on asset management. They serve you to figure out how much you should have in your emergency fund, think about your family's ongoing requirements and obligations. At Edward Jones, their financial advisors are committed to your lifelong journey, so the clients can be sure that they will have someone to help them adapt as life. They can help with your retirement savings, so you have more decisions when you retire, regardless of what the clients choose to do.
SPECIALTY:
EDWARD JONES - Investors Saving for Retirement, Social Security, Medical or Long-Term Care, Traditional and Roth IRA, 401K and College Savings Planning, Education Savings Accounts, 529 Education Savings Plans, Individuals with Insurance & Estate Needs
TBR® Inspection Report:
FIDELITY INVESTMENTS
13921 South Virginia Street, Suite 112, Reno, NV 89511 DIRECTIONS
Since 1946
Here’s The Deal:
Fidelity Investments Reno is one of the investment solutions firms. Their consultant is a simple, inexpensive way to enjoy professional money management advantages. They provide a committed consultant who can work with you and make precise suggestions to help the clients develop and safeguard their assets. Their diverse businesses and independence give them insight into the entire market and the stability needed to think and act for the long term to deliver value to the clients. They provide the financial planning and advice investors need, including retirement planning, wealth management, brokerage services, college savings, and more. The firm works together to create an investment plan based on your goals, situation, and preferences.
SPECIALTY:
Estate, Retirement and College Planning, 401K, Other Retirement Accounts, IRAs, Saving for Retirement, Wealth Management, Life Insurance, Charitable Giving, Investment Guidance, Tax-Efficient Investing & Social Security