Handpicked from 167 vetted & reviewed Financial Planning & Wealth Management firms in the American Fork area, explore the top 5 standout choices among the selected group of 24 finalists.
Learn how we score.
Top-rated companies A-Z in American Fork
7 Figures Funding
Drilldown Solution – Dental CPA
Total Financial Health
White Cap Wealth Management
Wilkins & Holman Cpas
Prominent finalists A-Z in American Fork
All About Trust
Allred Jackson
Ascent Law
Ascent Law – Utah Attorneys
B.O.S.S. Retirement Solutions Lehi Office
CH Retirement
Diamondback Financial Services
Gurr CPA
Joseph M Larsen CPA
Kranenburg Accounting & Tax Service Cpas
Lighthouse Financial
MainStreet Tax & Accounting Services
McKenna Financial Services and Insurances
New Millennium Group – Financial Advisors
RCM Investments
Ricks & Company
Tax Saving Solutions
Taylor Proactive Team
The Jones CPA Group
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White Cap Wealth Management
(3)
“Best financials planners in Utah.”
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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.”
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7 Figures Funding
(27)
Interest
Startup
The Future
“They got me more than double what I asked for, the employees are friendly and knowledgeable, they told me exactly what to do to get the best approvals and it more than worked.”
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Drilldown Solution - Dental CPA
(28)
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.”
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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.”
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Best of 2024
Qualification Criteria for best of Winners
Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.1 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Services, CH Planning Process, CH Investment Process
“I have worked with them for over 12 years and I know they are working for me.”
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Sword and Shield Estate Planning
(15)
Knowledge
Honest
Trust
“He has been very helpful in making a seemingly overwhelming task of getting our financials identified and consolidated - making it easy and manageable.”
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Diamondback Financial Services
(2)
Investment Management, Financial Planning
“The service that I get from Austin is outstanding.”
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McKenna Financial Services and Insurances
(2)
“Was in a rush to get my taxes done and was referred to this company.”
“They have done our business and personal taxes for years.”
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RCM Investments
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Tax Saving Solutions
“스카치브라이트 고무장갑 중형은 주방 및 청소용으로 편리하게 사용할 수 있습니다. 부드러운 파스텔핑크 색상으로 화사한 분위기를 연출할 수 있어요. 5켤레로 구성되어 있어서 여유롭게 교체하여 사용할 수 있고, 중(M) 사이즈로 다양한 손 크기에 적합합니다. 내구성...”
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Gurr CPA
(50)
Tax Laws
Communication
Knowledge
“In Aug 2020 (yes, lovely year to take over a business), we purchased the business and have had Gurr CPA help us with our accounting (payroll, business expenses, taxes, etc), the team has been amazing in their efforts and responsiveness to our new jou...”
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The Jones CPA Group
(49)
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.”
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Ascent Law
(47)
Real Estate Law, Trade Secrets, Estate Planning Law
“After almost a year of having a torn up kitchen and bathroom, I reached out and talked initallly with Mike Loertscher who was amazing at giving general guidance.”
“I've been with Derek for over 7 years and he has taken my retirement money and giving me a decent retirement I recommend him highly he is an honest and very helpful friend.”
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Ricks & Company
(50)
Incorporations, Quickbooks Accounting, IRS Problem Resolution
“They've always had my businesses best interest at heart and have helped me when I've needed question answered year after year as part of the package working with Ricks & Co.”
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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.”
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Joseph M Larsen CPA
(46)
Trust
Questions
Work
“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.”
“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.”
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Ascent Law
(24)
Marijuana Offenses, How Does A Prior Arrest Or Conviction Impact A Criminal Case?, Long Term Care
“I had gone to another firm, and nothing was done, went to Ascent Law, and they took care of everything in a timely manner and was keeping me in touch with everything.”
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B.o.s.s. Retirement Solutions Lehi Office
(50)
Meeting
Feel
Information
“Everyone from Tyson Thacker to Dave Whitworth and several others have been exceptional to work with in finding solutions to our business and personal needs.”
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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.”
“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.”
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Retirement Planning and Investment Management Services in American Fork, UT Cost Estimates