Marren, Jim

WESPAC is a respected Investment Manager and Advisor. Our company serves the needs of investors demanding superior performance, low fees and exceptional service. Unlike many money management firms who typically have little contact with individual investors, the WESPAC Private Client Group was specifically created to allow our investment management company to deliver institutional-level capabilities to clients including high net worth individuals, retirement and testamentary trusts without compromising our valued relationships.We work with high net worth business owners, executives, professionals, and retirees - people who are responsible, respected and trusted leaders in their industries, professions, and communities. By limiting our scope to direct relationships, WESPAC has developed a detailed understanding of the unique problems and opportunities that our clients face. That understanding translates into our ability to help you achieve your goals. At WESPAC, we don't believe that off-the-shelf money management solutions or a single investment approach work for every client. We assure our clients of unbiased advice without conflict of interest or preconception.COMPREHENSIVE WEALTH MANAGEMENT SERVICES FOR INVESTORS WITH SUBSTANTIAL RESOURCES AND COMPLEX NEEDS.Institutional quality expertise and discipline...focused on the goals, time-horizons, tax exposures, and strategic opportunities unique to individuals.Creative, customized, and often unconventional approaches to identify and help accomplish each client's unique financial objectives. Representative components include:

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

The Federal Savings Bank in Reno is proud to offer specialized services in Reverse Mortgage Purchase and HECM Loans through their expert, Maggie O'Connell. With a commitment to providing clear and concise information, Maggie is dedicated to helping clients navigate the complexities of reverse mortgages with ease. Generated from their website's infomation