Great meeting with Ryan discussing ideas moving forward after a big life change. I had a good plan…read morebut was delighted to get more ideas and options along with several introductions. Nothing like peace of mind. What the folks are saying in reviews about Ryan's likeability: they are 100% correct. Pleasure to meet with him. Recommend for anyone at any stage in life for help in figuring out things that are often way too complex.

I highly recommend Ryan! ​My husband and I have been using Ryan for our investments for the past…read moreseveral years now. He has been amazing in guiding us along and is always there to answer any questions!

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.

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.

Jackie and the team are extremely professional and we have seen our investments flourish. They are…read morealways friendly, available and knowledgeable. I highly recommend GPS Wealth advisors.

Had a very nice and informative meeting with one of their advisors…read more Beautiful office with high security.... and snacks ;-) There is a bowl of snacks in the wait room. I am at that age where you evaluate if working may be a financial hinderance vs a benefit. One should have that problem and I am grateful to consult with experts to help me figure it out. I met with Shaun who was more that helpful and spent an hour and a half looking at charts, explaining pros and cons and what the Fidelity Team could do for me as I venture into this phase of my life. Have some homework to do to figure out next steps.

Customer service Representative very professional and helpful. One phine call resolved my request…read more I highly recommend Fidelity for investors.

Late November 2025:…read more An amazing encounter with Sienna Bates helped us set up a high-value CD and a living trust brokerage. We have had retirement accounts with Charles Schwab for several years, and we find their staff to be knowledgeable, dedicated, and truthful. There are four 800 numbers that send you to a specific "trading desk" expert who will answer your questions, but does not sell you the investment. Sienna Bates goes well beyond these attributes, demonstrating persistence, empathy, and care.

My husband and I were excited to meet with Michelle to discuss a financial plan are we are nearing…read moreretirement and wanted to ensure adequate funds. We met with Michelle for 30 minutes with a promise she would get back with us to go over the plan. 30 days later, no phone call. We called a left a message. We have never heard back from Michelle regarding our needs or questions. We've moved on from Schwab.

I am normally not at a loss for words, but what Griffin and team have done for me is so incredible,…read moreit is hard to put into a short review. I had 401K rollovers, scattered investments on different platforms, and some real estate that I was holding on to. Griffin and team went way above and beyond to help me consolidate my holdings and found me new ways to capitalize on my assets that no one else did. They showed ways to gain returns that I would have never found myself and other firms missed. There are not enough stars to rate them correctly. The team Griffin has grown are a powerhouse of wisdom and technology that make others pale in comparison.

All in all, this was not only not a good fit personality wise but several ethics choices that were…read moreconcerning as well Too many times we were in the uncomfortable position of hearing Griffin share stories he would always admit jokingly that "he shouldn't really be telling us" about other clients of his and their investment /money choices. We couldn't help but wonder if he did this with others if he was sharing our details with his other clients as well. We had several issues during our time as clients here. Some small and others much larger. We are still paying for mistakes that were made such as tax ramifications because our account wasn't listed correctly with charles schwab. Its cost us time and money to investigate the several issues and we truly never knew how unprofessional the services were until we transferred to a different person and wow what-a difference actual experience, knowledge, and professionalism make. The personality of Griffin came off as the stereotypical- very "frat bro". As a person that may be the type of person that can be fun but as someone managing your money, supposed to be advising you on big decisions and helping plan for you future- the oh sorry i forgot, dont worry lax attitude but always wanting to talk ping pong, golf, and boast about all his "tesla clients" was not appreciated by us. We always left meetings/calls with more questions than answers and had to constantly check in and remind him of action items in his court not to mention repeatedly ask for responses. We were also very disturbed to find put he actually has others that are being trained under him working on his clients but that arent listed as his official team and not being transparent about them having access to our account info. These other "employees" ranged in different states not just nevada to make matters worse" There were several items he told us that Charles Schwab had Messed up on but after a lot of time we had to spend cleaning up the mess, it was very clear to us and the Charles schwab team that it was mistakes done by him. We are now with someone who is night and day difference. He answers all our questions, is organized, follows up, is extremely knowledgeable and doesn't just guess, AND comes to us with ideas.

We were referred to Amanda by a trusted source to help manage my father's funds. I received a few…read morecalls from her before handing his finances over to her and now that she has all of his money we can't get a call back after leaving several messages. At one point she scheduled an appointment with him but then called and said she couldn't make it. Haven't heard from her since. I have left another message telling her we want his funds back and hopefully we won't have to get the authorities involved to make that happen.

John and Susan are a class act, they personalize the experience and are open about their…read moreexperiences. We are in good hands!

John and Susan are truly good people! They give it their all in your time of need. They explain…read moreeverything in a way that's easily understandable unlike some local estate attorneys. If I could rate them 10 out of 5 stars I would! Thank you from the bottom of my heart!

The advisors at American Wealth Management in Reno will help you strengthen your financial health…read moreso you can obtain the life experiences that mean the most to you. I know them personally and highly recommend this team of advisors.

From the owner: Life isn't about money, it's about what you do with it. At…read moreAmerican Wealth Management, we help you obtain the life experiences that mean the most to you through investments, financial planning, insurance planning, and tax planning. We will help you set and achieve your lifelong goals through a customized financial strategy that reflects who you are, what you value and, ultimately, gives you the freedom to live your way.

I transferred my IRA from another advisor I barely spoke to. These people are awesome. Jason has…read moreexplained our investments and our strategies. My husband and I feel our investments are in great hands.

#800 I should have…read moredone this years ago !!! For 30 years I tried to manage my own investments, with the help of a know it all ex-husband. That landed me with a retirement no better than a bank savings account. I have listened for years to Jon Sanchez for years on KKOH radio. So I felt I knew his background and his philosophies very well. My only fear was would I spend more on using a professional than I looked to make with what I felt was a small investment. I was unable to get to his office with my work schedule, so he set up a phone conference with me. He took lots of time to ask a variety of questions and easily answered all my concerns. Rolling over my account was very easy. As whenever I have another question I call Gina and she quickly emails me what I need. Be smart and at a younger age get with a professional and get your future managed properly.