Roger Pratt, AGT - Ameriprise Financial

The Financial Advisors of First Allied at Zephyr Cove are independent financial consultants (or representatives) with more than 25 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.

D.A. Davidson in Stateline NV is a trusted financial advisory firm dedicated to helping clients navigate their financial journeys. With a focus on personalized service and expert guidance the team offers tailored investment strategies retirement planning and wealth management solutions. Located near the scenic shores of Lake Tahoe D.A. Davidson combines financial expertise with a commitment to building lasting client relationships. Generated from this place's information

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy