Best Financial Advisors in Logan, UT

The highest-rated Financial Planning & Wealth Management companies out of 145 vetted & reviewed in the Logan area.

John Neil- Bank of Utah Loan Officer

John Neil- Bank of Utah Loan Officer

(32)
  • Mortgage
  • Refinancing
  • Home
“The loan process with Bank of Utah was very smooth; even with the ongoing COVID-19 pandemic I received the same great service I always expect from these pros.”
Transparent Fees & Pricing
In Business Since 1997
45 E 200 N, Logan, UT
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Funk Rockwell

Funk Rockwell

(14)
Services For Quickbooks, Tax Services, Business Services
“I relied heavily on Funk | Rockwell for direction, information, recommendations, and to do a fair and helpful job for me, to ensure I maximized my legal and honorable business expense deductions.”
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2014
1451 N 200 E STE 145, Logan, UT
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Bridgerland Financial

Bridgerland Financial

(1)
“I have been retired for two months now, and everything that we covered in our meetings together has been spot on, to include the numbers on my retirement checks!”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Licensed
In Business Since 2016
75 W 100 S #230, Logan, UT
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Peak Investment Coaching

Peak Investment Coaching

(3)
“You can tell he's not interested in sucking as much money out of you as he can and he really cares about each individual and wants to help them build a financially stable future.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2013
88 W Center St, Logan, UT
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Henderson and Floyd Financial

Henderson and Floyd Financial

(6)
“He truly cares about helping you become financially independent.”
Free Initial Consultation
In Business Since 2015
180 N 100 E, Logan, UT
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Adams Wealth Advisors

Adams Wealth Advisors

(6)
“I'm going to be blunt in saying that the one or two bad reviews here seem to have nothing to do with this actual business or the performance that Adams Wealth Advisors produces for its clients.”
Free Initial Consultation
In Business Since 2012
701 Main St Suite 400, Logan, UT
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Advocate Tax & Accounting

Advocate Tax & Accounting

(9)
Accountant, Tax Consultant, Irs Audit Representation
“Dave and the staff at Advocate Tax & Accounting are great to work with - they're responsive to all my questions and make sure everything is taken care of correctly.”
In Business Since 2015
45 E 200 N #105, Logan, UT
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Core Capital Wealth Management

Core Capital Wealth Management

(1)
Investing, Planning
“True wealth management and planning.”
Free Initial Consultation
In Business Since 2021
1300 N 200 E suite 112, Logan, UT
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Tyler & Co

Tyler & Co

(3)
“Communication was clear and we left pleased with our experience.”
Transparent Fees & Pricing
In Business Since 1989
Behind Sizzler and Logan Lanes, 40 W 1250 N Suite 1A, Logan, UT
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D.A. Davidson

D.A. Davidson

(13)
“He is able to explain finances in a way that is at a normal persons level so you feel like you have control of your money and know how to make it work for you!”
Offers Financing Options
Accepts All Major Credit Cards
In Business Since 2014
1047 S 100 W #110, Logan, UT
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Wealth Advocates

Wealth Advocates

(4)
Financial Planner
“Patrick and the team at Wealth Advocates are talented professionals who understand each individual's unique needs and know how to watch after the “one”.”
Accepts All Major Credit Cards
In Business Since 2017
255 S Main St #100, Logan, UT
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Summit Group Wealth Advisors

Summit Group Wealth Advisors

(1)
“I didn't feel like they were cramming life insurance down my throat like I have experienced with other "advisors".”
In Business Since 2013
181 E 1600 N, Logan, UT
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Beacon Financial Planning

Beacon Financial Planning

(1)
“These guys are the real deal.”
In Business Since 2000
95 W 100 S Suite 210, Logan, UT
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Gunnell Wealth Management, Advisors With D.A. Davidson

Gunnell Wealth Management, Advisors With D.A. Davidson

(7)
Newsletters, Flipbooks, Calculators
“I couldn't be happier with the way he has handle my investments made sure it was what I wanted to do and helped me make the right choices for my life style.”
In Business Since 2019
1047 S 100 W #110, Logan, UT
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Skyline Payee Services

Skyline Payee Services

(1)
“They were a little slow to call back, which is why we only gave four stars.”
In Business Since 2018
65 River Cir Dr, Logan, UT
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Connect Financial

Connect Financial

(3)
“Our rating is based on personal customer service, prompt up-to-date correspondence about accounts, advisors who are easily accessed to answer questions, and”
Free Initial Consultation
1594 N 160 W #110, Logan, UT
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Carmichael Financial Advisors

Carmichael Financial Advisors

“The reality is, everyone can use a little guidance when it comes to their finances. Our professionals are well-equipped to handle the unique financial needs of those including:”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2002
142 Water St, Logan, UT
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Transamerica Financial Advisors

Transamerica Financial Advisors

(1)
“Good service, they were willing to listen and help me purchase affordable life insurance.”
917 W 600 N Ste. #108, Logan, UT
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Summit Capital Financial Group

Summit Capital Financial Group

“The Bucket Strategy is not a one-time hit. It's a fluid, adaptive strategy that has been repeated again and again. It's designed to give your clients the retirement income they've worked so hard for. You, the advisor, tailor it to their goals, object...”
In Business Since 2015
1202 US-89 91 Suite 215, Logan, UT
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Brad Hess, Certified Financial Planner

Brad Hess, Certified Financial Planner

“As an independent CERTIFIED FINANCIAL PLANNER™ practitioner, I can be compensated primarily on how well I serve you rather than what I sell you. So you can always count on getting solutions and answers that are in your best interest. With consistent ...”
In Business Since 2006
150 E 200 N Suite C, Logan, UT
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Ascend Investment Partners

Ascend Investment Partners

“Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in our clients' best interest. We do not accept any fees or compensation based on product sales, and our only compensation is through a single fee f...”
In Business Since 2014
214 S Main St, Logan, UT
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Harold Dance Investments

Harold Dance Investments

“Harold Dance Investments is an independent financial firm providing investment solutions and advice to individuals, families, small employers, and charitable organizations. The firm's unique structure and history enable it to offer a truly independen...”
In Business Since 2008
72 E Center St, Logan, UT
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Dransfield and Associates

Dransfield and Associates

“Whether you are looking for a fantastic yield protected and 100% safe, wanting a lower cost life insurance program with added savings guaranteed or even finding ways to assist your loved ones in preparing for funeral costs, we've got the answers. And...”
In Business Since 2012
1755 N 400 E, North Logan, UT 84341
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Saunders Nydegger

Saunders Nydegger

(48)
Payroll, Business Advice, Bookkeeping
“We previously worked with BDO (a multinational accounting and consulting firm) and actually receive much better advice and service with Saunders Nydegger.”
Accepts All Major Credit Cards
In Business Since 2014
Serving Logan Area
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Retirement Planning and Investment Management Services in Logan, UT Cost Estimates

Minimum cost
$1032
Maximum cost
$8769
National Average
$3095
Avg Per Hour Rates
$310
$2064
$5674
Typical price range is based on 262 cost profiles
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Average Cost $3095
Minimum cost $1032
Maximum cost $8769
Avg Per Hour Rates $310

Typical range $2064 to $5674 is based on 262 cost profiles.

Why these companies made our list

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