portrait of Neil E Saiz
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Neil

I focus on understanding what is most important to my clients. Clients’ wants, needs and values form the foundation of their financial strategies. Together, we set measurable goals and create personalized financial strategies designed to achieve those goals. I have a long-term vision and support my clients throughout their lives. This care leads to meaningful relationships and the incredible opportunity to share in my clients’ achievements.

Communication is a key part of my team’s success and the success of our clients. Throughout the process, I maintain open communication to ensure that as my clients’ lives evolve, so do their strategies. These...

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies
  • Divorce Finances
  • Intergenerational Planning
  • Insurance & Annuities

Work History

  • Edward JonesJune 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Nevada,RenoBachelors

Personal Interests

  • Spending Time with Family
  • Golfing
  • Wine Collecting/Enthusiast
  • Sports Enthusiast
  • Traveling

Team Members

  • Tracy Leach
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 07:00AM - 04:00PM
Wed 07:00AM - 04:00PM
Thu 07:00AM - 04:00PM
Fri 07:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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