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Portfolio Size of 100K and above
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Carson City
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
13
non-vetted advisors in your local area. These financial advisors in
Carson City, Nevada
have an average of
27
years of experience.
NOTE: The list of financial
advisors in
Carson City, Nevada
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Carson City, Nevada.
| Qualified Financial Advisors in Carson City, Nevada | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Eric Cheek
NEVADA RETIREMENT PLANNERS 275 Hill St Suite 210, Reno, NV 89501 |
27 | $50,000,000 | $1,000 | Fee-Only |
Qualifications
CRD# 5586234
Firm CRD# 147005
Series 7, 65, 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
275 Hill St Suite 210,
Reno,
NV
89501
Phone Number
775-674-2222
Nevada Retirement Planners offers a broad array of Financial Planning services that are custom tailored to help meet your financial goals. Including but not limited to: Active Investment Management Social Security Income Planning Retirement Income Planning Estate Planning Request your Complimentary Consultation Today
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Samantha Heers Inquire with Samantha |
709 E Telegraph St, Carson City, NV 89701 | 775-884-0188 |
| Praxair Welding Gas and Supply Center Inquire with Praxair |
4443 US-50 E, Carson City, NV 89701 | 775-882-4848 |
| Tahoe Rim Wealth Advisors Inquire with Tahoe |
4131 North Carson Street, Carson City, NV 89706 | 775-225-9588 |
| Edward Jones Inquire with Edward |
937 Mica Dr, Suite 16 A, Carson City, NV 89705 | 775-392-4477 |
| Edward Jones Inquire with Edward |
412 East Musser Street, Suite 1, Carson City, NV 89701 | 775-883-1444 |
| Edward Jones Inquire with Edward |
604 W Washington Street, Suite F, Carson City, NV 89703 | 775-882-5566 |
| Edward Jones Inquire with Edward |
308 N Curry St, Ste 201, Carson City, NV 89703 | 775-841-6010 |
| Edward Jones Inquire with Edward |
305 N Carson Street, Suite 201, Carson City, NV 89701 | 775-841-6056 |
| Edward Jones Inquire with Edward |
3839 N Carson Street, Suite 2, Carson City, NV 89706 | 775-882-0371 |
| Edward Jones Inquire with Edward |
844 W Nye Lane, Suite 204, Carson City, NV 89703 | 775-882-6070 |
Grow your AUM with pre-qualified leads!
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
