Business Hours
Monday 8:00am - 8:00pm
Tuesday 8:00am - 8:00pm
Wednesday 8:00am - 8:00pm
Thursday 8:00am - 8:00pm
Friday 8:00am - 8:00pm
Saturday 10:00am - 6:00pm
Sunday 12:00am - 8:00pm
Year Established
2018
Listed In: Financial Planning, Retirement Planning
Truckee Financial Group has been providing financial planning services across 50 states in the USA. With offices in Reno, NV, Carson City, NV, Sacramento, CA, and Roseville, CA, our team of younger, professional advisors brings a fresh perspective and an unwavering commitment to our clients. Our… Truckee Financial Group has been providing financial planning services across 50 states in the USA. With offices in Reno, NV, Carson City, NV, Sacramento, CA, and Roseville, CA, our team of younger, professional advisors brings a fresh perspective and an unwavering commitment to our clients. Our unique approach integrates retirement income planning, investment strategies, tax planning, and insurance solutions, all aimed at achieving long-term financial success. Our mission is simple and impactful, which is to help individuals and families achieve lasting financial confidence and security. We are committed to offering personalized financial planning that is both comprehensive and effective, ensuring that your retirement, insurance, and tax strategies are aligned with your unique needs and aspirations. We believe that a successful financial journey is built on a foundation of trust and understanding. That’s why we take the time to listen to your individual goals and provide customized solutions that reflect your specific circumstances. Every strategy we implement is guided by the principles of integrity, honesty, and clarity, ensuring that your financial future is secure and fulfilling. As licensed financial professionals, we are legally and ethically obligated to always act in your best interests. This means that we offer unbiased, transparent advice, focused solely on helping you achieve the financial outcomes that matter most to you. Our role is not to sell products, but to be your trusted partner, guiding you every step of the way with the expertise and dedication you deserve. We pride ourselves on being accessible, competent, and professional in everything we do. Here’s why our clients trust us: Younger Advisors with Fresh Insights: Our team brings innovative ideas and modern financial planning approaches to the table. Comprehensive & Holistic Approach: We integrate every aspect of financial planning into one cohesive strategy tailored to your needs. Wide Geographic Reach: With offices in 50 US states, we offer personalized, high-touch service wherever you are. Read more
By Virginia Formico Satariano on July 1, 2026 Verified by Google
I've had an outstanding experience working with Matias at Truckee Financial Group. He takes the time to listen to my financial concerns and goals, making me feel incredibly comfortable discussing my future. Whether I have a quick question or we are reviewing our comprehensive plan, he is swift, patient, and highly detailed. I deeply appreciate his holistic approach and feel completely confident that my best interests are always his top priority. I highly recommend them!
By Tyrone Jomenez on May 26, 2026 Verified by Google
My husband and I first learned of Matias' services by attending a presentation at our local library. I was impressed with his knowledge and ability to educate the group in layman's terms. Since doing business with him he has educated us on retirement planning, tax planning, investing, etc. He is responsive to our needs in a timely fashion and accommodating to meet around our schedules. His pricing is fair and reasonable compared to big name financial advisory firms I also talked to beforehand. I'm happy to say we feel financially secure for upcoming retirement, thanks to Matias! --Ty and Denise Jimenez
By Jennifer Ingram on May 12, 2026 Verified by Google
Matias is extremely helpful. He takes time to explain all of my questions. I feel he has my best interest in mind. Highly recommend!!!
By Lucille Rao on March 21, 2026 Verified by Google
I highly recommend this group. I have been working with Mattias for one year now and he has guided me with patience and professionalism. He is always available for questions and often checks in with me. I feel confident in the retirement plan he has created for me.
By Alberto Camarena on March 20, 2026 Verified by Google
By Ricky Ruiz on July 28, 2025 Verified by Google
My wife Cheryl and I met with Matias to discuss our living trust options ! He was very helpful in answering all of our questions and explaining options we may want to consider for our needs.
And gave contact information .
Very pleased with how he carried himself professionally and worked with us !
Ricky Ruiz
By Jessica Leiva on August 4, 2021 Verified by Google
Thank you Matias for being so helpful during the process of finding the perfect health and life insurance for my family. No one wants to think about Life insurance but when you have a family who relies on you, it’s a must.
You answered all my questions throughly, and I understood what I was getting exactly.
Highly recommend Matias.
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