Salt Lake City, UT

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Cedar City, UT
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Best Financial Advisors in Cedar City, UT

The highest-rated Financial Planning & Wealth Management companies out of 175 vetted & reviewed in the Cedar City area.

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Haynie & Company

Haynie & Company

(45)
Tax Services, R&D Tax Credits, Business Consulting & Advisory
“Not only are they extremely responsive, professional, and knowledgeable, but they offer suggestions and provide information in a helpful way for your own specific business.”
Licensed, BBB Rating: A+
In Business Since 1980
Accepts All Major Credit Cards
Family Business
1785 2320 S, Salt Lake City, UT
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Butler Tax & Accounting

Butler Tax & Accounting

(47)
  • Price
  • w-2
  • Plan
“Paul explained what papers and information would be needed and set me up on a secure portal to upload everything to, he also scheduled me an appointment for the following week to do the taxes.”
Licensed
In Business Since 2003
Accepts All Major Credit Cards
Transparent Fees & Pricing
5959 S Redwood Rd, Salt Lake City, UT
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Averett and Associates

Averett and Associates

(39)
  • Knowledge
  • Questions
  • Job
“I refer them to everyone I know, because I know that Paul is an honest hard working professional and I can trust that he does his job with integrity and loyalty.”
Licensed
Offers Financing Options
In Business Since 2007
Accepts All Major Credit Cards
5675 S Redwood Rd UNIT 11, Salt Lake City, UT
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SLC Bookkeeping

SLC Bookkeeping

(50)
Financial Forecasting, Outsourced Bookkeeping Services, Small Business Consulting
“I recently reached out to SLC Bookkeeping after being impressed by the valuable insights in their blog posts, which resonated deeply with the changes I was undergoing in managing our restaurant's finances.”
In Business Since 2007
159 W Broadway Suite 200, Salt Lake City, UT
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Balanced Capital

Balanced Capital

(30)
  • Goals
  • Questions
  • Future
“He is always very quick to respond to any communications I send him, friendly, and takes the time to explain even the most basic financial concepts to me.”
Transparent Fees & Pricing
In Business Since 2020
Serving Cedar City Area
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Truenorth Wealth - Financial Advisors

Truenorth Wealth - Financial Advisors

(22)
Estate Planning, Social Security, College Saving Plan
“I called True North Wealth to get a little more information about the services that they could offer me and my husband, and I was very pleased to hear that they could help us with insurance planning and tax planning.”
35+ Years Experience
1935 E Vine St #120, Salt Lake City, UT
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Mills & Co

Mills & Co

(6)
Business Services, Services For Individuals, Tax Services
“This is a great company with great service, I had my own business for 35 years and now am retired; throughout all this time I feel they have always gone out of the way to take care of our business and personal needs in a trustful and professional man...”
Transparent Fees & Pricing
In Business Since 2001
Offers Financing Options
Free Initial Consultation
7086 S Highland Dr # 200, Salt Lake City, UT
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NOW CFO | Salt Lake City

NOW CFO | Salt Lake City

(11)
Management Accounting, Financial Reporting, Technical Accounting
“I was given complete transparency about what work was performed and the consultants I worked with really instilled confidence in me about their process before any work had started.”
Free Initial Consultation
In Business Since 2010
210 2100 W, Salt Lake City, UT
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Miller Bates | Private, Hard Money Lending

Miller Bates | Private, Hard Money Lending

(11)
“I really enjoy working with Miller Bates, great experience all around from the communication and management of the investments to the quality of the deal flow.”
Transparent Fees & Pricing
In Business Since 2015
Offers Financing Options
1245 Brickyard Rd Suite 230, Salt Lake City, UT
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Morgan Actuarial Services

Morgan Actuarial Services

Blogs, Vertical-Lok Technical/Erection Information, Snow Removal Guidelines
“There are many steel building suppliers out there on the market today. Many make big promises but fall short. Many more deliver with substandard products. Safeway Steel gives you solace in the wake of all that. The Safeway Steel Standards of Excellen...”
Licensed, BBB Accredited
20+ Years Experience
Offers Financing Options
699 E S Temple St, Salt Lake City, UT
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Decker Retirement Planning

Decker Retirement Planning

(14)
Investor Knowledge Quiz, Social Security Optimization, Safer Investment Options™
“After handling our own investments for decades, it's nice to hand off our retirement funds to a company that insures our financial security throughout retirement.”
In Business Since 2016
299 S Main St #1300, Salt Lake City, UT
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Sterling Financial Group

Sterling Financial Group

(1)
Investment & Wealth Management, Charitable Giving Strategies, Taxation & Cash Flow
“Great service here very polite and professional, would recommend to anyone in the investment industry”
Licensed, BBB Rating: A+
In Business Since 1999
Accepts Check, Debit, Cash
4525 Wasatch Blvd #250, Salt Lake City, UT
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Lefavi Wealth Management

Lefavi Wealth Management

(9)
Wealth Management Services For Entrepreneurs, Wealth Management, Wealth Management Services For Dentists
“His friendly manner, his genuine interest in my financial security, and his kind way of doing everything carefully, has left me feeling safe, confident and happy to invest my life savings with Lefavi Wealth Management.”
In Business Since 1998
2323 Foothill Dr #100, Salt Lake City, UT
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Chipman Tax & Consulting

Chipman Tax & Consulting

(9)
“That said, he always seems to stay just technologically advanced enough to be efficient and keep meeting the needs of clients who do rely on the latest technology.”
Transparent Fees & Pricing
In Business Since 2008
1733 S 1100 E Ste. 202, Salt Lake City, UT
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Navigate Financial

Navigate Financial

(12)
  • Company
  • 401k
  • Financial Advisor
“He is always available to talk with any of our plan participants and he is happy to come to the office and meet with people as often as we would like to have him come.”
In Business Since 2009
999 E Murray Holladay Rd Suite 202, Salt Lake City, UT
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Cannon Law Group

Cannon Law Group

(9)
“I recently worked with Jayden Gray on a couple of issues and he was completely professional, thorough, and has a great personality.”
In Business Since 2010
124 S 600 E, Salt Lake City, UT
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Blue Barn Wealth

Blue Barn Wealth

(1)
Cash Flow Management, Discovery Experience, Effective Charitable Giving
“I feel very comfortable having them help me.”
Transparent Fees & Pricing
In Business Since 1998
1308 S 1700 E Suite 208, Salt Lake City, UT
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Jeff Solomon - Raymond James

Jeff Solomon - Raymond James

Services, Services
“Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we're here to provide you with personalized financial...”
Transparent Fees & Pricing
In Business Since 1998
2091 E 1300 S #205, Salt Lake City, UT
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Chargeback Advocates

Chargeback Advocates

Chargeback Prevention, Chargeback Dispute, Chargeback Account Management
“Our service takes the tedious research, paperwork, and follow up that is necessary for your company to receive these funds back, out of your hands. At Chargeback Advocates we have an extremely high winning rate due to our attention to detail with you...”
Transparent Fees & Pricing
In Business Since 2018
6030 S Cougar Ln, Salt Lake City, UT
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Smedley Financial

Smedley Financial

(3)
Financial Planning, Social Security Planning, Online Investing
“For years and I found them honest, knowledgeable, and anxious to help.”
In Business Since 1998
102 S 200 E Ste 100, Salt Lake City, UT
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Paul Neuenswander

Paul Neuenswander

(6)
“Paul was well versed in rolling over my 401k as well as retirement planning and portfolio management.”
In Business Since 2019
3675 S 900 E, Salt Lake City, UT
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Park City Wealth Advisors

Park City Wealth Advisors

(2)
Entrepreneurs, Family Office, Insurance Consultation
“For example, Morgan understands how critical, proper up-front tax structuring is to entrepreneurs and investors, to ensure her clients make the most of the statutory tax benefits during operation, and upon liquidation, that Congress has enacted to sp...”
In Business Since 2022
Serving Cedar City Area
Featured

As the stewards of enduring prosperity, Family Wealth Advisors navigate the complexities of the financial landscape, providing families with the confidence to thrive, secure in the knowledge that their wealth is not just accumulated, but intelligently and compassionately curated for the benefit of generations to come.

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Financial Insight Center

Financial Insight Center

(2)
Retirement Planning, Business Planning, Tax Planning
“I have worked with several of the advisors at Financial Insight Center on a variety of 401k plans and always appreciate their professionalism as well as the friendliness of the supporting staff.”
In Business Since 2007
3115 Lion Ln STE 250, Salt Lake City, UT
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Allen Financial

Allen Financial

(6)
“I've had my retirement account with Bret for several years and couldn't be happier!”
Licensed
In Business Since 2018
202 E 5900 S, Salt Lake City, UT
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Retirement Planning and Investment Management Services in Cedar City, UT Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 434 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 434 cost profiles.

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Wealth Management Advisors near Cedar City

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