Laurels

Best Financial Advisors in Sparks
2022

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.

Reviewed Curated Top Picks 29 20 7

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

American Wealth Management

  • 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.

570 Hammill Lane
Reno, NV 89511

Website

Mt Rose Financial

  • 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.

200 S Virginia St #824
Reno, NV 89501

Website

Tahoe Rim Wealth Advisors

  • 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.

6745 Sierra Center Parkway
Reno, NV 89511

Website

Vantage Wealth Planning

  • 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.

1 E. Liberty Street Suite 600
Reno, NV 89501

Website