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Greater Nevada Financial Services Advisors

We have professional knowledge and experience to answer questions about retirement, 401(k), pensions and other types of retirement plans.

Whatever your need, large or small, the Greater Nevada Financial Services program is here to help you with a variety of insurance and investment needs. You can count on us to do what's right for you. Please contact our Greater Nevada Financial Services Representative serving Greater Nevada Credit Union members for more information and to talk to someone you can trust.

Our experienced professionals can assist with:

  • Wealth Building
  • Retirement Planning
  • Estate Planning
  • Long-Term Care Insurance
  • Personal Investment Management
  • Insurance Planning
  • College Savings
  • Medicare
  • Annuities
  • IRA & Roth IRA
  • SEP & SIMPLE IRA
  • 401k, 403b & 457 Rollover

Gregg Lapenta
Gregg W. Lapenta

Financial Advisor
(775) 334-3161
6745 Sierra Center Parkway
Reno, NV 89511
Email: Gregg@peakfns.com

Joanna GNFS Advisor
Joanna Moran, CFP®
Financial Advisor
(775) 225-9588
481 Eagle Station Lane
Carson City, NV 89701
Email: moranj@peakfns.com
Website: www.tahoerimwealthadvisors.com

Robb Anglesey
Robb Anglesey

Financial Advisor
(775) 886-1905
4131 N. Carson St.
Carson City, NV 89706
Email: robb@peakfns.com

 

Check the background of these investment professionals on FINRA's BrokerCheck
 

*Advisors are registered representatives offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC;a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.  Registered address: 481 Eagle Station Lane Carson City, NV 89701/ 6745 Sierra Center Parkway Reno, NV 89511/4131 N Carson St. Carson City, NV 89706

Investments are not deposits; not NCUSIF insured not insured by any federal government agency No credit union guarantee May lose value.