Best Financial Advisors in Sparks

2022

We scored 29 Financial Advisors in Sparks, NV and Picked the Top 7

Here are the Picks:

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Sparks Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Our Selection Criteria:

1. Availability

Consistently approachable and responsive, so customers never feel ignored.
2. Qualifications

Building customer confidence with licensing, accreditations, and awards.
3. Reputation

A history of delighted customers and outstanding service.
4. Experience

Masters of their craft, based on years of practical experience and education.
5. Professionalism

Providing service with honesty, reliability, and respect.

Read more about our selection process

Last Updated: January 02, 2022

Estate Planning
Financial Planning
Certified Financial Planner (CFP)
Tax Planning

American Wealth Management offers financial planning to the locals of Sparks. The firm helps its clients set and achieve their lifelong financial goals through a customized strategy that reflects who they are and what they value. Some of their services are risk and investment management, financial planning, and tax and estate planning. Patricia Meidell, a Certified Financial Planner, founded American Wealth Management in 1992. She is on the Board of Trustees for National Endowment for Financial Education.

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570 Hammill Lane
Reno, NV 89511

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(775) 332-7000 Website

Certified Financial Planner (CFP)

Mt Rose Financial serves individuals, families, and private business owners in Sparks. Committed to helping them achieve their financial objectives, the company provides them with financial, retirement, estate, tax, and risk management planning services. Sole proprietor Barry M. Rosenberg uses industry-standard tools, strategies, and techniques in protecting and optimizing every client’s financial position. He earned the Certified Financial Planner Professional designation in 1993. In addition, Mt Rose Financial provides asset protection and capital preservation assistance.

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200 S Virginia St #824
Reno, NV 89501

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(775) 346-2700 Website

Wealth Management
Financial Planning
Certified Financial Planner (CFP)

Nevada Family Wealth helps clients in Sparks in customizing a financial plan according to their goals. It offers its wealth planning services and investment advice to licensed professionals, closely held business owners, relocating Californians, retirees, and independent women such as widows and divorcees. Its team of financial advisors works with clients to address every essential financial matter in their lives. This allows them to create a suitable financial roadmap based on the clients' interests and tailored to their specific situation.

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401 Flint St
Reno, NV 89501

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(775) 321-6200 Website

Reputation:A

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Wealth Management
Financial Planning
Certified Financial Planner (CFP)

Peterson Wealth Management is an independent fiduciary firm with offices in Sparks and Fallon. It assists clients in managing and investing their money, providing comprehensive financial planning services. Its advisors give insights on preparing for desirable retirement lifestyles and managing investment portfolios. They also offer assistance with estate planning and education funding, as well as life, disability, and long-term care insurance. Principal D. Scott Peterson has series 6, 7, 63, 66, and 24 security licenses.

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2255 Green Vista Drive Suite 403
Sparks, NV 89431

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(775) 673-1100 Website

Financial Planning
Retirement Planning
Finance Planning

Founded in 1996, Sage Financial Advisors is a firm that serves individuals and businesses in the Sparks area. It helps clients manage their finances and prepare for their future by providing them with a wide range of services, including financial planning, risk management, investment management, and corporate retirement planning. Its professionals work with customers to analyze their current financial situations and create a plan that matches their goals. Brian Loy, the president of the company, has earned the CFA and CFP designations.

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110 Country Estates Circle, Ste. 3
Reno, NV 89511

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(775) 324-7244 Website

Financial Planning
Certified Financial Planner (CFP)

Tahoe Rim Wealth Advisors is a firm that serves the residents of Sparks. It provides financial planning services across a range of areas—including estate, retirement, and taxes—and recommends investment options, such as bonds and common stocks. It also offers disability income, life, and long-term care insurance. Its financial advisor Joanna Moran works with Cetera Advisor Networks LLC and has experience assisting business owners, executives, professionals, and retirees alike in the efficient allocation of their financial assets.

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6745 Sierra Center Parkway
Reno, NV 89511

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(775) 225-9588 Website

Estate Planning
Retirement Planning
Certified Financial Planner (CFP)

Vantage Wealth Planning is a firm serving Sparks. It provides a range of personalized services that handle various areas of financial life. It offers individual planning services that are customized to their clients’ financial goals, including wealth accumulation and management. In addition, it offers retirement plan management for businesses, including qualified retirement plans, fiduciary protection, and institutional class investing. Its process includes asset allocation, Investment Policy Statement implementation, rate of return targets, rebalancing, risk tolerance, and security selection.

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1 E. Liberty Street Suite 600
Reno, NV 89501

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(775) 502-8484 Website