WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Reno, Nevada. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Reno, Nevada|
|Financial Advisor||Office Location||Phone Number|
Nevada Senior Advisors
275 Hill St Suite 210,
Reno, NV 89501
Incline Investment Advisors, LLC
920 Incline Way, Suite 2D,
Incline Village, NV 89451
275 Hill St Suite 210,
NV 89501 Phone Number (775) 6742222
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
Series 6, 7, 63, 66
920 Incline Way, Suite 2D,
NV 89451 Phone Number (775) 8312287
Mr. Parkhill has over 25 years of management experience in the investment business. He is the co-Founder of Incline Investment Advisors, LLC ("IIA") where he serves as Principal and Managing Partner. At IIA he leads the business development and business management of the firm. He is a founding partner of systematic macro investment manager Incline Investment Management ("IIM"). He is registered with the National Futures Association as a Principal and Associated Person of IIM. Mr. Parkhill earned his MBA from Cornell University with concentrations in Finance and Marketing. He received a B.A. in Economics from the University of Manitoba. He has passed the following FINRA exams; Series 3, 6, 7, 30, 63 and 66 and has earned the Chartered Financial Planning (CFP) designation. He currently serves as a is a Trustee for the Washoe County Library System and is a Committee Member to the local Troop 37 of the Boy Scouts of America.
At IIA we take the time to get to know our clients. We try to find out what they are interested in, their family situation, and what their goals are. From there we can help them design an asset allocation solution that best suits their financial picture. We are more than just advisors. We are also the investment managers. Many advisors farm out this critical piece. Instead our team has the experience to build and manage customized investment portfolios. We have our own investment strategies that we can introduce to our clients where appropriate. We look forward to speaking to you if you are interested in building a better plan for you and your family's future.
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?