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Johnstonrogers Financial Advisors
“I've known and worked with Jeremy for several years and you won't find a more genuine, honest and caring person.”
Best Financial Advisors near Millcreek, UT
We have 3 firms in Millcreek on file, and all of them are on this list, along with 21 from towns including Sandy (6, 8 mi), South Jordan (5, 12 mi) and Salt Lake City (3, 8 mi).
3 open weekends · 21 rated 4.5+ · 1 shows a license
Data verified October 15, 2026
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Scott Marsh Financial
- Advice
“They have helped me with complex tax issues, complicated investment strategies and decisions, and have even provided outstanding estate planning advice.”
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Paul Neuenswander - Cetera Advisor Networks
“Paul is very professional and intelligent.”
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Haynie & Company
- Communication
- Law
- Success
“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.”
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Butler Tax & Accounting
“If you want to feel like you matter as a client and are looking for exemplary customer service, I STRONGLY recommend Butler Tax & Accounting for all your needs.”
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Taylor Proactive Team
- Planning
- Tax Law
- Information
“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.”
The 24 firms listed for Millcreek, UT provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Millcreek, UT
23 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 1,132 reviews; 6 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (86%) and quality (76%). The topics that come up most in reviews of the firms on this page are "knowledge", "communication" and "trust". 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are bookkeeping (3), accounting (2), consulting (2), cost segregation (2) and financial planning (2). 1 shows a license on its website and 6 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 65 years. 1 offers payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 14 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Millcreek listed here?
3 of the 24 firms are located in Millcreek. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Tax Accounting Corporation of America
- Retirement
- Integrity
- Tax Planning
“Rob also has the knowledge and expertise to answer questions about retirement and financial planning and does so with integrity and always with your best interest in mind.”
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Strategic Planning Group
- Portfolio
- Management
- Success
“Ryan and the team at Strategic Planning have offered full service financial support for both my financial investments I have made with them as well as my outside investments.”
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Soulence Tax and Wealth Advisors
- Company
- Trust
- Investment
“I was referred to Chris from a friend and after having a different account team over the last few years, this is the first time anyone's work has inspired me to write a testimonial.”
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New Millennium Group - Financial Advisors
- Future
- Life
- Goals
“Whenever we have had questions or are in need of assistance the Financial Advisors have been very responsive to address our needs and ensure our investments are working for us.”
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Net Worth Advisory Group
- Reviews
- Market
- Decisions
“He'a provided forecasts of how his investment strategy has protected investments versus the stock market during poor market performance periods in the 80's and early 2000's.”
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Genwealth Advisory Group
- Cookies
- Options
- The Office
“We moved our assets to Gen Wealth and, after 10 years and two previous financial advisers, we finally saw a constant increase in our combined holdings, which was not the case previously.”
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Integrated Financial Group
- Questions
- Knowledge
- Understand
“My wife and I were recommended by a family friend to go meet with Integrated as we didn't have much knowledge on investments and wanted to make sure we were planning properly for our future.”
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Tencap Wealth Coaching - Financial Advisor
- Felt
- Risk
- Diversify
“If something where to happen to my husband or myself I know that we have our money with people and a company I can depend on and that is such a relief!”
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Medicus Wealth Planning
- Fee
- Needs
- Portfolio
“It is helping us to make informed decisions about when we can retire relative to our projected monthly expenses, along with other important decisions about our real estate holdings.”
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Larson & Company, Certified Public Accountants
- File
“Amber has been a great resource, helping us clean up our books, providing excellent tax code advice, and helping us plan for year end tax management throughout the year.”
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Prince Hansen Group
- Business Tax
“We have been working with Doug Hansen for our business and personal accounting and tax preparations needs for 16 years and have found him extremely knowledgeable and very easy to work with.”
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Accuplan Benefits Services
- Phone
- Review
- Fees
“I can highly recommend Accuplan as their service was always prompt and their staff was expertly informed about all the rules that govern this typeof IRA program.”
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Capita Financial Network
“They work hard to do what's best for their clients.”
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Proactive Wealth Concepts
- Mind
- Expertise
- Interest
“They always have my best interest at heart...”
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Integrity Financial Groups
- Truck
- Options
- Company
“We have worked with Dallen Hawkins and his associates for the past five years and found them to be knowledgeable about equipment and financial structuring.”
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Partner Alliance Advisors
- Life
- Price
- Insurance
“Zack is amazing and easy to work with, I've always hated insurance people not gonna lie but I actually liked Zack and he was able to help me when I was in a bad position.”
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American Funds & Trusts
“The Taggart family has been helping our family with investing for decades.”
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Decker Retirement Planning
- Confidence
- Questions
- Pension Fund
“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.”
Retirement Planning and Investment Management Services in Millcreek, UT Cost Estimates
Minimum cost
$1078
Maximum cost
$9156
National Average
$3232
Avg Per Hour Rates
$324
$2155
$5924
Average price range is based on 304 cost profiles
Why these companies made our list
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