1. Fidelity Investments

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Reno, NV

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Fidelity Investments

3.3 (10 reviews)
Closed • 8:30 am - 5:00 pm

Services - Fidelity Investments

Investment management

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8 months ago

On time quality service, what they could not answer themselves they did not hesitate to get an expert on the line to answer questions.

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GPS Wealth Advisors - Kyle Walker - Wealth Advisor

GPS Wealth Advisors

(7 reviews)

When it comes to finance I'm a veritable ostrich...head in the sand, afraid to discuss, if I can't…read morehear you then I don't have to respond. When money comes up in discussion my palms get sweaty; what if they realize that I don't know what I'm doing?!!? Enter Mike at Bickford, Angier, & Associates...with his easy approach and absolute excitement about educating everyone on finance, our family (and our family finances!) are in good hands! Mike keeps it simple, but dives in to intense specifics if, and when, the moment calls for it. He's happy to leap out of his chair and draw diagrams on the white board for me since he knows that some people need that visual as well as the verbal. Even after the entire conversation has concluded and my face is twisted into confusion as I try to process all the dialogue, Mike is happy to go over it just one more time! Mike isn't alone in his journey of financial independence for all--his incredible team is right beside him. Our late-night, after-hour meetings are always met with a smile by the ladies up front. Jackie is quick to encourage our participation at roundtables, Holiday gatherings, and in contests/drawings. We are never left out. When we welcomed our first child this year not only did we know that the team had prepared us financially, they also celebrated with us. A monogramed blanket was delivered for our little one. It's not just the professional movement of money, education on all things financial, and patience with all of the above--it's the personal attention and dedication to who we are and what's important to us that really sets Mike (et.al.) apart. You won't be disappointed. You won't feel like you're just a chart in the file. You won't feel like you're just another checking account. You WILL feel like a part of the team.

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.

Prime Capital Financial

Prime Capital Financial

(10 reviews)

South Reno

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.

Fidelity Investments - investing - Updated October 2026

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