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TCI Wealth Advisors
4757 Caughlin Parkway, Reno, Nevada 89519
About the TCI Wealth Advisors
TCI Wealth Advisors is a trusted finance institution located at 4757 Caughlin Parkway in Reno, Nevada. Our team of experienced advisors offers a wide range of financial services, including investing advice, retirement planning, and financial education. As an independent, fee-only firm, we provide transparent and honest advice without hidden fees or commissions. Our dedication to our clients sets us apart from other wealth management firms in Reno.
With a focus on understanding our clients' unique financial needs and goals, we offer personalized financial plans tailored to each individual. Our team is committed to delivering expert financial advice with clarity and warmth, ensuring that our clients feel confident and excited about their financial future.
At TCI Wealth Advisors, we value high-quality living in the Reno area and understand the importance of building financial wealth. Our team has a long history of working with generations of Reno residents in various industries, providing wealth advisory services since 1997.
Jennifer Means, MBA, CFP®, is one of our Advisors and Shareholders, dedicated to helping clients achieve their investment and financial planning goals. With over 30 years of experience and a passion for superior client service, our team is here to help you meet your financial goals.
We are proud to have been recognized as a 2020 Exceptional Workplace Award winner by Gallup, the only Registered Investment Advisor (RIA) on the West Coast to receive this honor. Our commitment to transparency and consistency ensures that we always have our clients' best interests at heart.
Whether you're looking for investment strategy, tax planning, insurance planning, or retirement advice, TCI Wealth Advisors is here to help. Contact us today to see how we can assist you in reaching your financial goals.
Photos of TCI Wealth Advisors
4757 Caughlin Pkwy suite b, Reno, NV 89519, United States
Opening hours of TCI Wealth Advisors
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:00 - 16:30
Saturday:
Closed
Sunday:
Closed
Reviews of TCI Wealth Advisors
"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). But it was time to plan for something beyond a cash pile and the TCI Team listened to my very conservative approach to money (quite opposite from my husband) and found a perfect medium that has us both happy. I feel like Josh and his team listened to everything we had to say, and set us up to achieve our goals accordingly. I love that even their name is The Conservative Investor (TCI) and I feel very happy trusting them. Big thumbs up!"
"TCI does excellent work for my portfolio. Their advice and strategies WORK and they have ideas for all my problems and past poor books."
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