Sierra Pension Services

American Retirement Planners, located in Reno, NV, is a trusted financial advisory firm dedicated to helping individuals strengthen their financial health and achieve their lifelong goals. With a personalized approach, their team of experienced advisors works closely with clients to develop customized strategies that reflect their values and provide the financial freedom to live life on their own terms. Offering comprehensive services in investment management, estate planning, risk management, and tax planning, American Retirement Planners ensures that no aspect of their clients' financial future is overlooked.Generated from the website

Bidart & Ross Inc, operating under the Mariner Institutional brand, specializes in providing research-driven investment and retirement plan advisory solutions tailored for corporations, public funds, Taft-Hartley plans, and nonprofit institutions. Their commitment to acting as fiduciaries ensures that clients receive customized strategies aimed at achieving long-term financial objectives while managing fiduciary responsibilities. With a comprehensive suite of services, including investment policy development, performance measurement, and operational due diligence, Mariner Institutional is dedicated to crafting effective institutional investment programs. Their experienced team works closely with clients to align solutions with unique goals and regulatory requirements, positioning themselves as integral partners in the investment process. Generated from the website

HistoryStarting in 1980, Brian Loy worked for a Bay Area financial services firm. For the next 10 years, he gained valuable planning experience and met some outstanding professionals. He estimates that he prepared and/or reviewed over 300 financial plans for executives, business owners and retirees. He was also involved in venture capital and emerging venture leasing business. In 1992, Brian and his wife returned to northern Nevada (both raised in Carson City) to start a family and enjoy the quality of life that the Reno/Tahoe area affords. For two years, Brian was a Financial Consultant for Shearson Lehman Brothers. During that time, he was also an officer for the Reno chapter of Certified Financial Planners and met the then- Director of Investments for an investment management firm specializing in orthodontic clientele. In 1994, Brian joined that firm as Director of Investments, and in 1995, was offered and acquired that investment advisory business and formed Sage Financial Advisors.SpecialtiesWe provide a range of financial services including wealth management, business services, retirement planning and personal financial services.