Reno, NV Financial Consultant

Todd has a very deep understanding of wealth planning and investing, and is excellent at teaching it. He has a lot of great free articles and podcasts, plus you can lear ... more

Jeff, Brian, and Cole are beyond outstanding! We have used their company for years and have always had top notched pricing, customer service, and education along the way ... more

Amazing customer service. They offered helpful research and guidance when I was picking an insurance plan. I was able to pick a plan that was affordable and worked for me ... more

They genuinely care about their customers, and it shows in the level of service they provide. Their responsiveness and commitment to their clients are truly commendable.

I only use the bank to deposit cash. Eduardo, one of the cashiers, does a good job. Only gripe I have - The Merrill Lynch fella leaves a couple minutes before close. I ge ... more

Great caring people who go out of there way to ensure our satisfaction. Would recommend to anyone.

This company has been so supportive and helpful. Ive been able to work on tasks such as budgeting, saving, and just learning more about my finances.

We wouldn’t trust our financial future with any other team. We are confident that with their dedication, expertise and friendly demeanor, we are able to make the best c ... more

Lou Robinson, CFO, has been a trusted financial advisor of mine for almost 15 years now. When we first spoke about me investing my retirement funds through his trust com ... more

Ive been with my financial advisor, Wendy Hammond, for 17 years now! She is absolutely fantastic from the basics of helping with financial planning to all aspects in vari ... more

I have been with BofA for 62 years! Wouldn't go anywhere else!

Karen is very professional. She helps me with my taxes and do the bookkeeping for my business since 2011. I wouldn't change her for anybody else.

Investment manager, the very best in Reno.

This bank is one of my favorite banks, the people here are very nice ,especially the manager Joyce Mc , she is a very nice lady and is always ready to help her customers. ... more

I came in with a 110k portfolio. Was told anything less than 250k was not worth their time and effort. Would not even consider or bother with a portfolio line of credit. ... more

Very professional and helpful! Brian got me pointed in the right direction for what is best for my future retirement goals.

Wanted to sell my stock while it was high, and the person couldn’t answer her phone. I had left five messages because I’ve been trying to do this

I am the last person who would actually write a review on financial management and investing. I am most comfortable with a pile of cash under my mattress (so to speak). ... more

It's bank want can I say lol

I had to make an appt for my checking account to be open and everyone there was nice and polite and helpful and make it easy as possible

Carmen Robinson was really really helpfull today with us. She explained really well all the credit score and the benefits of the credit cards. Even if you speak spanish s ... more