Best Financial Advisors in American Fork, UT

The highest-rated Financial Planning & Wealth Management companies out of 167 vetted & reviewed in the American Fork area.

Wilkins & Holman Cpas

Wilkins & Holman Cpas

(27)
  • Job
  • Knowledge
  • Price
“He was super informative, answered all questions and was really quick to get back to us despite all the information and paperwork we gave to him to figure out.”
Free Initial Consultation
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2002
321 N 1100 E suite e, American Fork, UT 84003
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Drilldown Solution - Dental CPA

Drilldown Solution - Dental CPA

(33)
Electronic Filing
“They're fantastic at dealing with the HEY YOU OWE US CASH letters that are typical for accountants, but strike fear in the hearts of mere mortals who haven't spent years studying tax code.”
Free Initial Consultation
Accepts All Major Credit Cards, Check, Debit, Paypal
In Business Since 2007
1112 E 300 N Suite 101, American Fork, UT 84003
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Total Financial Health

Total Financial Health

(32)
  • Market
  • Insurance
  • Questions
“I had several questions I needed answers to and after several conversations with Johnny, his advice has helped me plan and feel a lot better about my financial goals.”
In Business Since 2010
12 W 100 N St #201a, American Fork, UT 84003
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Sword and Shield Estate Planning

Sword and Shield Estate Planning

(15)
  • Knowledge
  • Honest
  • Expertise
“He has been very helpful in making a seemingly overwhelming task of getting our financials identified and consolidated - making it easy and manageable.”
Free Initial Consultation
Licensed
In Business Since 2023
Serving American Fork Area
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Diamondback Financial Services

Diamondback Financial Services

(2)
Investment Management, Financial Planning
“The service that I get from Austin is outstanding.”
In Business Since 2022
12 W 100 N St Suite 202-E, American Fork, UT 84003
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Medicaid Planning Services

Medicaid Planning Services

(11)
  • Mother
“Rob and his team helped with the entire process with us and while in the process of helping us with my mother in law, in 2018 my husbands grandmother then also needed full time care!”
Free Initial Consultation
In Business Since 2018
686 E 110 S UNIT 104, American Fork, UT
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CH Retirement

CH Retirement

(1)
Services, The CH Process, Services
“I have worked with them for over 12 years and I know they are working for me.”
In Business Since 1998
1024 Bamberger Dr, American Fork, UT 84003
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White Cap Wealth Management

White Cap Wealth Management

(3)
“Best financials planners in Utah.”
In Business Since 2017
67 N Center St, American Fork, UT 84003
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Allred Jackson

Allred Jackson

(7)
Tax Services, Financial Analysis, Wealth Management
“They have done our business and personal taxes for years.”
Accepts Cash
30+ Years Experience
135 N 100 E, American Fork, UT
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RCM Investments

RCM Investments

In Business Since 2010
1112 E 300 N #200, American Fork, UT
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Tax Saving Solutions

Tax Saving Solutions

“프록터 앤드 갬블 Procter & Gamble (PG)는 생활용품과 소비재를 생산하는 글로벌 기업입니다. 최근 지속 가능성을 강화한 새로운 제품 라인을 출시하며 주목받고 있습니다. 현재 주가는 $163.90로 3개월 내 목표가는 $185이며, 이는 13%의 상승여력을 갖고 있습니다. ...”
In Business Since 2012
Serving American Fork Area
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The Jones CPA Group

The Jones CPA Group

(50)
Services For Quickbooks, Business Services, Industries
“The Jones Group is amazing because of their excellent tax competence, but also because of their care and help with gathering the records and contacting sources that I have needed.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Free Initial Consultation
Licensed, BBB Rating: A+
1443 W 800 N STE 301, Orem, UT
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Gurr CPA

Gurr CPA

(49)
  • Tax Laws
  • Tax Return
  • Communication
“He was respectful, kind, and professional with helping me understand timelines and laws, and also presented and discussed what to anticipate and prepare for the next tax year.”
Transparent Fees & Pricing
Accepts Debit, Check, Paypal, Cash, All Major Credit Cards
Free Initial Consultation
Offers Financing Options
1156 S State St #202, Orem, UT
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Ascent Law

Ascent Law

(43)
Real Estate Attorney, Trade Secrets, Estate Planning Law
“Reed understands this, and for my case he used empathetic restraint by allowing the process to move at a slower pace which was considerate of my damaged emotional and spiritual sensitivities.”
Free Initial Consultation
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2011
Serving American Fork Area
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Joseph M Larsen CPA

Joseph M Larsen CPA

(47)
  • Trust
  • Questions
  • Books
“I was in and out in a jiffy and was treated like a valued customer even though I am not a gigantic corporation where he is going to make a bazillion dollars.”
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 1995
3549 N University Ave #225, Provo, UT
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Mainstreet Tax & Accounting Services

Mainstreet Tax & Accounting Services

(29)
Investments, Insurance & Financial Services, Payroll Services, LLC & Corporate Entity Organization
“When we got a letter from the IRS for a tax year that they did not do our taxes they still helped us figure out what we needed to do and didn't charge us for doing it.”
Licensed, BBB Rating: A+
In Business Since 2006
1049 S Orem Blvd, Orem, UT
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Taylor Proactive Team

Taylor Proactive Team

(50)
Advanced Financial Planning, Books & Business Advisory, Tax Services
“He is incredibly patient and has been willing to explain things slowly until I understand them, which has been so helpful as I don't have his accounting brain.”
Free Initial Consultation
Remote Consultations Available
In Business Since 2023
11075 S State St #32B, Sandy, UT
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Squire

Squire

(46)
BOI Reporting, Microsoft Dynamics, Advisory & Business Services
“Now at this point in my life where I am primarly focused on managing my personal investments I have found that they are very helpful on the tax planning side and tax preparation.”
Accepts All Major Credit Cards
In Business Since 1995
1329 S 800 E, Orem, UT
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Lighthouse Financial

Lighthouse Financial

(49)
  • Communication
  • Patient
  • Questions
“Lighthouse was always patient when I called while assuring me that I was doing everything correctly to obtain the maximum credit I needed to begin my business.”
In Business Since 2020
3381 W Mayflower Ave, Lehi, UT
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B.o.s.s. Retirement Solutions and Advisors

B.o.s.s. Retirement Solutions and Advisors

(49)
  • Portfolio
  • Feel
  • Information
“The structure of thier programs are, when you do better, they also will do better, so it is in their interest also to really manage every aspect of your investments.”
In Business Since 2014
3400 N Ashton Blvd #190, Lehi, UT
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Kranenburg Accounting & Tax Service Cpas

Kranenburg Accounting & Tax Service Cpas

(50)
Tax Resolution Services, Tax & Accounting Services
“They are not only top-notch professionals, but really good people who actually care about their clients and we're grateful to have known them for so long.”
Transparent Fees & Pricing
In Business Since 1993
2972 W Maple Loop Dr STE 302, Lehi, UT
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Larry Cox & Associates

Larry Cox & Associates

(13)
Quickbooks Services, Tax Services, Business Services
“The first thing I found with Larry Cox Accounting,, it seems that their prices are going to be much less than what I've been paying with the competing firm [little-more than half of what I was paying elsewhere],, relevant to what I'd been perceiving...”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Offers Financing Options
Licensed, BBB Rating: A+
179 N 1200 E Suite 102, Lehi, UT
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Soulence Tax and Wealth Advisors

Soulence Tax and Wealth Advisors

(39)
Payroll, Wealth Planning, Business Strategy
“We are extremely satisfied with their ethics, valuable insights, expertise in tax preparation, cash management, payroll services, investment and tax mitigation strategy.”
In Business Since 2010
13961 Minuteman Dr #101, Draper, UT
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Wasatch Tax and Accounting

Wasatch Tax and Accounting

(46)
Individual Tax Filing, Financial Planning, Business Tax Filing
“We appreciated being able to ask a lot of questions to do future tax planning, and she was able to answer them all and help us come up with a solid strategy for the next year.”
Accepts All Major Credit Cards
In Business Since 2012
Serving American Fork Area
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Retirement Planning and Investment Management Services in American Fork, UT Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 544 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 544 cost profiles.

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