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John Neil- Bank of Utah Loan Officer

(30)

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.”

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Funk Rockwell

(13)

Job
Work
Law

“We initially went to Matt for tax filing for our small business and he suggested ways that we could restructure our business to save on taxes in the future.”

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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!”

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Gunnell Wealth Management, Advisors With D.A. Davidson

(3)

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.”

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Henderson and Floyd Financial

(6)

“He truly cares about helping you become financially independent.”

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Advocate Tax & Accounting

(10)

“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.”

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Core Capital Wealth Management

(1)

Investing, Planning

“True wealth management and planning.”

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Tyler & Co

(1)

“He has made time each year to meet and go over any changes from the previous year before filing.”

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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:”

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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”.”

FAQs

What should I expect from our relationship?

Our process is simple, but broad to help each client through the maze of financial planning:Identify and prioritize your goalsAnalyze and evaluate your existing strategyPrioritize and develop a plan of actionActivate and implement your planMonitor and adjust for your success

What services do you provide?

We are the project manager in your financial life that coordinates all professionals including but not limited to legal, tax preparation, investments, and insurance to ensure that all elements of your financial life are coordinated.

Do I need to find another advisor for advice in other areas?

For our clients, we serve as the single point of contact for all of their financial needs. This includes coordinating every aspect of their financial life. Each of our clients have a financial plan and an ongoing Financial Action Checklist detailing all actions needed to implement their financial plan. We then coordinate action items with accountants, attorneys and other financial professionals.

Do we get statements on the assets you manage for us?

We provide printed quarterly statements and an online dashboard that gives you online access to your important documents and shows you how your assets are doing 24 hours a day.

What platforms do you invest my money on?

For your convenience and safety, we use Fidelity, TD Ameritrade, Pershing, or Charles Schwab as the custodian for the majority of our accounts. Each custodian holds your funds and provides reporting to you and the IRS. Your accounts can be viewed anytime on the custodian's website, or through our online dashboard on our website.

Other questions that you might have are answered on the FAQ page of our website.

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D.A. Davidson & Co.

(10)

Investments

“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!”

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Connect Financial

(2)

“His 20 plus years in the game make his presence in positive and volatile markets alike, a powerful force that lifts a heavy burden and along with it, my concern for the future.”

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Skyline Payee Services

(1)

“They were a little slow to call back, which is why we only gave four stars.”

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Beacon Financial Planning

(1)

“These guys are the real deal.”

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Wealth Mode Financial Planning | Justin Chidester, Cfp, AFC

(1)

“I met with them remotely to establish a fully customized financial plan based on my current situation and goals, and they made sure I was taken care of through every step of the process; communication was clear and frequent, ensuring I wouldn't forge...”

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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.”

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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".”

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Transamerica Financial Advisors

(1)

“Good service, they were willing to listen and help me purchase affordable life insurance.”

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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 ...”

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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...”

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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...”

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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...”

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Saunders Nydegger

(30)

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.”

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Cache Financial

(1)

Insurance Health/Medicare, Life, Disability, Annuities, Investments

“He was respectful and patient with my wife.”

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Average Cost	$3095
Minimum cost	$1032
Maximum cost	$8769
Avg Per Hour Rates	$310

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

Funk Rockwell

Bridgerland Financial

Gunnell Wealth Management, Advisors With D.A. Davidson

Henderson and Floyd Financial

Advocate Tax & Accounting

Core Capital Wealth Management

Tyler & Co

Carmichael Financial Advisors

Wealth Advocates

D.A. Davidson & Co.

Connect Financial

Skyline Payee Services

Beacon Financial Planning

Wealth Mode Financial Planning | Justin Chidester, Cfp, AFC

Adams Wealth Advisors

Summit Group Wealth Advisors

Transamerica Financial Advisors

Brad Hess, Certified Financial Planner

Harold Dance Investments

Ascend Investment Partners

Dransfield and Associates

Saunders Nydegger

Cache Financial

Retirement Planning and Investment Management Services in Logan, UT Cost Estimates

Why these companies made our list

Wealth Management Advisors near Logan

Popular in Logan