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 can assist in implementing a financial plan concentrating on your short and long-term vision in helping you and your family."
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. 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. They can help with your retirement savings, so you have more decisions when you retire, regardless of what you 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 with a committed consultant who can work with you and for you, make clear suggestions to help you develop and safeguard your assets. The firm works together to create an investment plan based on your goals, your situation, and your 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