Truckee Financial Group

Reno, Nevada

Insurance-Based

Financial Advisor - Ronette Santos, CFP: Northwestern Mutual is an insurance-based firm in Reno, Nevada. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Insurance Planning and Wealth Management. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Las Vegas, Nevada

Signature Wealth & Tax is an investment advisory firm in Las Vegas, Nevada. Services include Insurance Analysis and Tax Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Reno, Nevada

Wealthspire is an investment advisory firm in Reno, Nevada. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Henderson, Nevada

LAUNCH Retirement is a Henderson-based advisory firm specializing in retirement planning, with a service framework addressing income planning, tax efficiency, estate planning, and healthcare considerations. The firm offers comprehensive financial planning, portfolio management, and tax optimization strategies, led by Managing Director Brian McConnell (MBA, Kelley School of Business) and Financial Advisor Phil Burruel (Bachelor of Science in Finance). The practice emphasizes written financial plans to guide clients' retirement income decisions across multiple sources including Social Security, pensions, and investment portfolios, while addressing risk management and legacy planning.