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Home > Financial Planner Directory > Nevada > Reno > Phillip S. Mahoney, CFP®

Phillip S. Mahoney, CFP®

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Legacy Wealth Planning

10599 Double R Blvd

Reno, NV 89521

Phone: (775) 850-2500

Fax: (775) 850-2505

Toll-free: (866) 591-2500

Saved in Saved Planners

Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Charitable & Planned Giving
Annuities
Asset Allocation
Career Change
Estate Planning
Investment Management
Employee Benefits
Mutual Funds
Insurance
Retirement
Stocks & Bonds
Long-term Care
Succession Planning
Sudden Wealth
Men's Finances
Women's Finances

How Planner Charges

Combination Fee/Commission

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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