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TOP 30 Banking services in Reno, NV
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Great Basin Federal Credit Union
Great Basin Federal Credit Union is a trusted financial institution located at 9770 South Virginia Street in Reno, Nevada, United States. As a full-service credit union, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our friendly staff is dedicated to providing exceptional customer service and helping our members achieve their financial goals. Whether you need to access our convenient ATMs or speak with a financial advisor, Great Basin Federal Credit Union is here to help you with all of your banking and finance needs.
Merrill Lynch Financial Advisor Edgar Manjarrez
Merrill Lynch Financial Advisor Edgar Manjarrez, located at 5370 Kietzke Lane in Reno, Nevada, is a finance institution dedicated to understanding the needs and goals of both institutions and individuals. The experienced team, led by Edgar Manjarrez, CRPS™, CPFA™, works closely with clients to create personalized strategies to help them achieve their financial objectives. As a Bank of America Retirement Benefits Consultant, Edgar Manjarrez is well-equipped to provide valuable guidance on defined contribution plans. With a focus on building strong client relationships based on trust and personalized service, the institution offers a range of investment and wealth management services. As part of the global banking and markets businesses of Bank of America Corporation, Merrill Lynch Financial Advisor Edgar Manjarrez is committed to providing expert financial advice and solutions to help clients navigate the complexities of the financial world.
Merrill Lynch Financial Advisor Jon C Patacca
Merrill Lynch Financial Advisor Jon C Patacca is a finance institution located at 5370 Kietzke Lane, Reno, Nevada, United States. With over 20 years of experience in the financial services industry, Jon offers goals-based wealth management strategies to help clients pursue their short and long-term financial goals. He assists clients with estate planning services, investments, tax minimization strategies, wealth transfer, and retirement income planning. Jon holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification and is dedicated to helping clients optimize their resources to make the most of their financial position. He believes in paying close attention to both sides of a client’s balance sheet and offers access to a Wealth Management Lending Officer from Bank of America for personalized home financing guidance. With a bachelor’s degree in Finance from Kent State University and an M.B.A. in Financial Management from Pace University, Jon is committed to helping clients achieve their unique financial goals. The institution offers personalized wealth management plans through Merrill Personal Wealth Analysis™, focusing on family, goals, and priorities to help clients achieve financial success. Jon is registered to do business in multiple states and is dedicated to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
Thomas R Goode - Morgan Stanley
Thomas R Goode - Morgan Stanley is a renowned finance institution located at 5390 Kietzke Lane in Reno, Nevada, United States. With a strong reputation in the financial industry, they provide a wide range of services including wealth management, investment banking, and advisory services. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and navigate the complexities of the market. Whether you are looking to grow your wealth, plan for retirement, or make strategic investments, Thomas R Goode - Morgan Stanley is committed to providing personalized solutions tailored to your needs.
Merrill Lynch Financial Advisor Andrew Brent Cunningham
Merrill Lynch Financial Advisor Andrew Brent Cunningham, located at 5370 Kietzke Lane in Reno, Nevada, is a finance institution dedicated to providing exemplary client service. With a focus on high-net-worth individuals, businesses, and foundations, Brent Cunningham offers personalized strategies and guidance to help clients achieve their financial goals. With over a decade of experience in the financial services industry, Brent holds the CERTIFIED FINANCIAL PLANNER™ certification and is committed to building strong client relationships based on trust and personalized service. His team, supported by the global resources of Merrill, is comprised of talented individuals who work together to help clients pursue their financial aspirations. By listening to clients' needs and priorities, Brent develops personalized plans that evolve with life's changes and market fluctuations. With access to investment insights and banking solutions from Merrill and Bank of America, Brent is dedicated to helping clients achieve their financial goals and secure their financial future. As a proud member of the Reno community, Brent is actively involved in volunteer work and is committed to understanding and addressing the unique financial needs of each client. Contact Merrill Lynch Financial Advisor Andrew Brent Cunningham today to start your journey towards financial success.
Monica House - Morgan Stanley
Monica House - Morgan Stanley is a leading financial institution located at 5390 Kietzke Lane in Reno, Nevada, United States. Specializing in wealth management, investment banking, and financial advisory services, Monica House - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, clients can trust Monica House - Morgan Stanley to provide personalized financial solutions tailored to their unique needs. Visit us today to learn more about how we can help you secure your financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 5370 Kietzke Lane in Reno, Nevada, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch Wealth Management provides financial strategies tailored to each client's unique needs and goals. In addition to wealth planning, the institution offers retirement income planning, guidance on concentrated stock positions, and access to estate planning services through Bank of America. The branch's financial advisors prioritize client service and satisfaction, working closely with clients to understand their personal and professional goals. By leveraging industry analysts and specialists, advisors create customized financial strategies to help clients achieve their long-term objectives. Through volunteerism and charitable outreach, the branch also supports the communities in which it operates.
The Pacific Ridge Group - Morgan Stanley
The Pacific Ridge Group - Morgan Stanley is a finance institution located at 5390 Kietzke Lane in Reno, Nevada, United States. As part of the renowned Morgan Stanley brand, they offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your business, The Pacific Ridge Group - Morgan Stanley is dedicated to providing top-tier financial advice and support.
Thrivent Financial-Lutherans
Thrivent Financial-Lutherans is a finance institution located at 1005 Terminal Way in Reno, Nevada, United States. Our mission is to provide everyone with a financial plan they can be confident about, starting with the right financial advisor. We understand your unique situation and goals to create a personalized financial plan that prioritizes what matters most to you. Our free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate life's challenges and opportunities. We offer charitable planning options and generosity programs to help you give back to your community.
First Command
First Command is a trusted institution located at 1755 East Plumb Lane in Reno, Nevada, United States. As a bank, finance, and insurance agency, we are dedicated to providing personalized financial solutions to our clients. With a focus on serving military families and veterans, we offer a wide range of services including banking, investment planning, and insurance options. Our experienced team of professionals is committed to helping our clients achieve their financial goals and secure their future. Visit us today to learn more about how First Command can help you build a solid financial foundation.
Merrill Lynch Financial Advisor Claudia Erickson
elcome to Merrill Lynch Financial Advisor Claudia Erickson, located at 5370 Kietzke Lane in Reno, Nevada, United States. Claudia is a Vice President and Financial Advisor with Merrill, dedicated to helping clients organize and deploy their wealth to align with their priorities and long-term goals. With extensive experience in wealth management, Claudia works with clients from various backgrounds to plan for a more secure financial future. Claudia is known for exceeding expectations and providing clients with ideas and opportunities to simplify and enhance their financial lives. She collaborates with estate planning attorneys and tax advisors to help clients preserve, protect, and control the wealth they have worked hard to build. Claudia serves clients in multiple states, offering personalized attention and a heartfelt service ethic that demonstrates her commitment to each individual's financial well-being.
Merrill Lynch Financial Advisor Benjamin P. Cox
Merrill Lynch Financial Advisor Benjamin P. Cox is a finance institution located at 5370 Kietzke Lane, Reno, Nevada, United States. With 15 years of experience in the financial services industry, Ben joined Merrill Lynch Wealth Management in 2023 to focus on his clients' needs. He takes a comprehensive approach to wealth management, starting by understanding his clients' financial situations, family dynamics, and priorities. Ben is dedicated to making a positive impact in the lives of his clients, drawing from his diverse background and personal experiences. He holds a bachelor's degree in Business Management and an MBA from the University of Phoenix. At Merrill Lynch Wealth Management, Ben offers personalized financial plans tailored to each client's goals and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients build a customized plan centered on their objectives. Ben's approach to investing is rooted in understanding his clients on a personal level, ensuring that their financial plans reflect their unique needs and preferences.
Gary Delorenzo - Morgan Stanley
Gary Delorenzo - Morgan Stanley is a renowned finance institution located at 5390 Kietzke Lane in Reno, Nevada. Specializing in wealth management, investment banking, and financial advisory services, our team of experts is dedicated to helping clients achieve their financial goals. With a strong reputation for excellence and a commitment to personalized service, we strive to provide innovative solutions and strategies tailored to each client's unique needs. Trust Gary Delorenzo - Morgan Stanley to help you navigate the complexities of the financial world and secure your financial future.
Robert Rueckl - Morgan Stanley
Robert Rueckl - Morgan Stanley is a leading finance institution located at 5390 Kietzke Lane in Reno, Nevada. As a branch of the prestigious Morgan Stanley, we offer a wide range of financial services including wealth management, investment banking, and asset management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Robert Rueckl - Morgan Stanley is here to provide the guidance and support you need. Visit us today to learn more about how we can help you secure a brighter financial future.
Beacon Trust Co
Beacon Trust Co is a trusted financial institution located at 985 Damonte Ranch Parkway in Reno, Nevada. As a full-service bank, we provide a range of financial services including ATM access, personal and business banking, investment management, and wealth planning. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their future. Visit us today to experience the Beacon Trust Co difference.
List of local businesses, places and services in Nevada
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