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Showing 1 - 12 of 16 results
DALTON INVESTMENTS, LLC
DALTON INVESTMENTS, LLC
Las Vegas, Nevada
25-49 employees
Dalton Realty Management, Inc. is a residential property management company based in Chicago, IL
Retirement Benefits Rank
Top Benefits
RH MANAGEMENT, INC.
RH MANAGEMENT, INC.
Las Vegas, Nevada
1-24 employees
Regus provides modern, flexible workspace to customers including some of the most successful, entrepreneurs, individuals and multi-million dollar corporations. Founded in Brussels, Belgium, in 1989, Regus is based in Luxembourg and listed on the London Stock Exchange. Visit www.regus.com for more information.
Retirement Benefits Rank
Top Benefits
JACKSON AND WHITAKER, INC.
JACKSON AND WHITAKER, INC.
Minden, Nevada
1-24 employees
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Jackson & Whitaker, Inc. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Market Leading
MOLER CAPITAL MANAGEMENT
MOLER CAPITAL MANAGEMENT
Las Vegas, Nevada
1-24 employees
We view wealth management as a means towards the greater purpose of living a life of significance.
Retirement Benefits Rank
Market Laggard
LEGACY WEALTH PLANNING LLC
LEGACY WEALTH PLANNING LLC
Reno, Nevada
1-24 employees
Legacy Wealth Planning, LLC is an independent financial services group based in Reno, NV with 5 financial advisers and 3 staff/assistants. We were established in March of 2006 with a managing group of 4 partners, all of whom are still active financial advisers in the firm. Legacy Wealth Planning’s mission is to present its clients with complete financial guidance and wealth management services focused on managing & preserving their wealth for themselves and their families. Securities offered through LPL Financial, Member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.LPWReno.com
Retirement Benefits Rank
Market Competitive
SAM ADVISORS, LLC
SAM ADVISORS, LLC
Oakhurst, California
1-24 employees
Sierra Asset Management (SAM) was formed in 1999 to provide superior portfolio management and financial planning services to discerning individuals, businesses and organizations. Sierra Asset Management (SAM) is a fiduciary that is independently owned and operated by experienced, hands-on portfolio managers. - U.S. Securities and Exchange Registered Investment Advisor. - Serving the greater Fresno Area and all of Central California. - Over 30 years of professional portfolio management experience. - We help you develop attainable investment goals and objectives. - We actively manage, monitor and rebalance your portfolio. - Highly personalized and focused attention to every client portfolio. - We do not sell any products or receive commissions. - Personalized annual reviews with clients. - Comprehensive performance reports mailed on a quarterly basis. - 24/7 account access to your portfolio through our website: www.SierraAM.com. - Consultants are available by appointment to meet with you throughout the year. Sierra Asset Management strives to provide superior portfolio management and financial planning solutions for our clients. We assist our clients in prioritizing and quantifying their financial objectives; setting realistic expectations; and implementing a disciplined investment and savings strategy to achieve those objectives.
Retirement Benefits Rank
Market Leading
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ARISTA WEALTH MANAGEMENT
ARISTA WEALTH MANAGEMENT
Las Vegas, Nevada
1-24 employees
Arista Wealth Management is an investment advisory firm specializing in financial planning, investment management, retirement planning, institutional services, and individual wealth. Our team of highly experienced advisors and support staff have over 60 years of combined experience in investment management. The professional designations and credentials which we have earned allow us to share with our clients the latest and most forward-thinking strategies in financial planning, wealth management, and tax minimization. We believe in regular communication with our clients. This comes in the form of frequent sit-down meetings, regularly scheduled phone calls, quarterly newsletters and investment account statements, and client events designed to educate and enlighten. We are proud of our investment performance. We are students of behavioral finance which is the science relating to the how’s and why’s of investment decisions. We vigorously apply behavioral finance to our investment strategies and advice. Our job is to protect our clients from making the wrong decision at the wrong time, for the wrong reason For more information visit: aristawealth.com
Retirement Benefits Rank
Market Leading
PETERSON WEALTH MANAGEMENT, LLC
PETERSON WEALTH MANAGEMENT, LLC
Sparks, Nevada
1-24 employees
Peterson Wealth Management is an independent full service firm which offers professional assistance to our clients in all areas of financial planning -- investments, insurance and planning for the future. Our goal is to provide personalized, unbiased advice so that our clients, who are ages 1 to 101, and who come from all walks of life, can make informed decisions and create innovative solutions in pursuing their financial goals. Because we are an independent firm, we are able to think outside the box; we know that each client, and his or her situation, is different. We treat our clients as we would a close friend or relative. At our firm, clients hear a human voice on the phone, not a recording, because of the respect we have for them. We value and appreciate our clients and are proud when they show their confidence by referring others to us. Our motto is: Treat people the way you would want to be treated, with care, honesty and respect, and they will return the favor. To learn more, please visit http://www.petersonwm.com/ -- Advisory Services offered through Peterson Wealth Management, LLC, a Registered Investment Adviser. Securities offered through M.S. Howells & Co., a registered broker/dealer. Member FINRA & SIPC. M.S. Howells & Co. and Peterson Wealth Management LLC are NOT affiliated. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice. To ‘Like’, ‘Share’ or ‘Follow’ name of entity’s/individual’s page or any of the posts on this page should in no way be construed as a testimonial or an endorsement of the entity name/individual name. Third-party posts found on this profile do not reflect the views of M.S. Howells & Co. nor has it reviewed such content for accuracy or completeness.
Retirement Benefits Rank
Market Leading
NEVADA BENEFITS CORPORATION
NEVADA BENEFITS CORPORATION
Las Vegas, Nevada
1-24 employees
Provides Individual and Group health insurance since 1994. Open 7 days a week to service our clients and provide quotes. PPO's, HMO's, HSA's, and Major Medical plans for individuals and groups. Over 90 years experience on staff. Health Care Reform updates and benefits.
Retirement Benefits Rank
Market Leading
DIXON FINANCIAL GROUP, LLC
DIXON FINANCIAL GROUP, LLC
Las Vegas, Nevada
All Size Average employees
After years of industry experience with several firms, David formed Dixon Financial Group, LLC, in January 2004. Being an independent financial advisor allows David and the firm to search the marketplace for the most appropriate investment and planning tools available. Many captive firms restrict their advisors to limited investment models and tools. To help meet the objective of providing independent financial advice, he has affiliated with the largest independent broker/dealer in the country, LPL Financial. David has been a licensed advisor since 1981. He holds seven securities licenses: Series 6, 7, 22, 24, 26, 63, and 65, through LPL Financial and is licensed in 37 States. In 1989 David became a CERTIFIED FINANCIAL PLANNER ™ Professional. He is also a member of Ed Slott's Master Elite IRA Advisor Group. The firm enjoys working relationships with many attorneys and CPAs. The firm has also formed a relationship with SCE Federal Credit Union to provide its members with financial planning and investment services through SCE FCU Wealth Management. Dixon Financial Group, LLC, has a dual mission. First, assist you in working towards Accumulating and Preserving Wealth. Second, help you Avoid Retirement Planning Disasters. These two objectives go hand in hand: -You will build wealth over time by consistently saving and investing with quality investment managers. -Utilizing this wealth for retirement income purposes, passing retirement assets on to heirs, or moving retirement assets from one account to another can cause significant tax losses and penalties if you do not take the proper steps. Therefore, you will build wealth at Dixon Financial Group, LLC and avoid unforeseen disasters. Investing and retirement planning can be complicated and confusing. We aim to work with you to dispel the myths associated with these subjects and provide a clear, understandable, realistic view. Our firm utilizes a systematic process that evaluates your risk tolerance.
Retirement Benefits Rank
Market Leading
KENT LAKE CAPITAL LLC
KENT LAKE CAPITAL LLC
Reno, Nevada
1-24 employees
SMID Cap Equity Investors
Retirement Benefits Rank
Market Laggard
SANCHEZ WEALTH MANAGEMENT, LLC
SANCHEZ WEALTH MANAGEMENT, LLC
Reno, Nevada
1-24 employees
Jon Sanchez is a registered representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and registered investment advisor. Member FINRA/SIPC. OSJ Branch: 12671 High Bluff Drive Suite 200 San Diego, CA 92130. Sanchez Wealth Management, LLC and IFG are not affiliated entities. Information provided is from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate or complete. Because securities vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to a third part website, you are leaving our site and assume total responsibility for your use of these sites. Licensed to sell securities in the following states: AR, AZ, CA, CO, FL, ID, IL, LA, MT, NV, OH, SC, TX, UT, VA, WY. The information provided herein has been obtained from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate, complete or current. Because securities vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website, you are leaving our site and assume total responsibility for your use or activity on the third party sites.
Retirement Benefits Rank
Market Competitive