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Haynie & Company

(45)

Communication
Law
Questions

“I am sure that they have many wonderful Accountants working there, but a quick shout to specifically to Kent Christensen, he is absolutely amazing; he is personable, caring, knowledgeable, prompt, a true professional, takes the time to know what you ...”

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Butler Tax & Accounting

(48)

“Our taxes have been fairly complicated over the past few years and Paul has been very responsive to questions and amenable to working with us to get things done right.”

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Balanced Capital

(42)

Future
Meeting
Investing

“He was able to help us make much better decisions for some retirement accounts and stocks and help us figure out how to pay for expensive home repairs.”

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Decker Retirement Planning

(14)

Questions
Pension Fund
Confidence

“At Decker, we have experienced total transparency as they are financial planning fiduciaries, who's purpose is putting our interests first; rather than advocating investment products loaded with fees or inappropriate for our needs.”

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Park City Wealth Advisors

(9)

Tax
Individual
Team

“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...”

Featured

At Park City Wealth Advisors, we strategize in liquidity and exit planning for our CE Os, Founders, Entrepreneurs, and the like. Our team understands that this kind of planning can be daunting, or you may simply not have had a moment to think about yourself and your family while building a business. Either way, we are here to support you. As a founder, you’ve worked hard to build a successful business, sacrificed time with your family, time for yourself, and personal finances to get your business to where it needs to be. It’s even likely that you’ve missed a payroll along the way, neglected your personal retirement accounts, and made some promises to a spouse that you’d like to make good on. Now your hard work has paid off and you’re entertaining offers, thinking about a merger, selling off some equity, or maybe setting yourself up for an IPO. This is where our family office comes in. We help you focus on maximizing what you’ve worked for so you can focus on the final stages of translating the value of your business into personal wealth.

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Sterling Financial Group

(2)

“Great service here very polite and professional, would recommend to anyone in the investment industry”

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The 24 firms listed for Park City, 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: Park City, UT

23 of the 24 firms on this page have a rating, from 4.4 to 5.0 across 482 reviews; 2 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (84%) and quality (78%). 2 are open on Saturdays. The services the firms on this page list most often on their websites are retirement planning (5), financial planning (4), estate planning (3), investment management (3) and insurance planning (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans; 1 offers a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 15 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 Park City listed here?

2 of the 24 firms are located in Park City. The others come from other towns within 25 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

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Truenorth Wealth - Financial Advisors

(22)

Questions
Insurance
Tax

“Not only does True North have great advice and council during appointments, but they also have a financial planning blog linked to their website that is helpful with interesting and timely information.”

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Chipman Tax & Consulting

(10)

Saving
Questions
Small Business

“Or the IRS, and put the blinders on in a last ditch effort to avoid the unavoidable, I relented and put out some feelers for a seasoned, well-qualified CPA.”

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Wealth Factory

(22)

Information
Life
Team

“Well it took us time to get moving and using the whole team but we just had our taxes reviewed by Wealth Factory preferred partner as part of working with WF and my wife are so grateful.”

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Financial Strategies Institute

(11)

Retirement

“• When I received a pension they recommended that I take a lump sum rather than an annuity, primarily because when I'm gone my children will receive the remaining funds, whereas an annuity would simply end.”

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Blue Barn Wealth

(1)

“I feel very comfortable having them help me.”

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Smedley Financial

(4)

“Very individualized and really care about me making money.”

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Austin Green, CFP - Mountain America Investment Services

(1)

“Mountain America always great good customer service thanks for all you do”

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Financial Insight Center

(2)

“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.”

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Allen Financial

(6)

“Bret is so helpful and willing to help even if he is already very busy.”

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Zions Direct

(1)

“Of the collection they are looking for they give her?”

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Veritas Wealth Management

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ARC Wealth Management

(14)

Responsive
Respectful

“She is whip-smart, delightful to work with, and has helped us with our financial planning over a long trajectory -- which has included sending two children to expensive colleges, managing our investments while also running a small business, and -- no...”

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Snowpine Wealth Strategies

(4)

Meeting
Retirement
Fear

“When things were up I was feeling great but when things were down, my life became full of anxiety, worrying that I'd run out of money and that my wife and I would be on the streets”

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Jeff Solomon - Raymond James

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Digital Financial Group

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KTS Financial Group

(2)

Retirement

“They have been very good at helping us understand the investments that they offer and very good at helping our investments grow safely and securely.”

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Alpha Wealth Funds

(2)

Money

“I've been with the Insiders Fund for years, my trust and faith with Alpha Wealth is absolute; great organization to place your money and relax, enjoying above market returns.”

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Crewe Advisors

(1)

“Their team is great and they are amazing to work with.”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors near Park City, UT

Haynie & Company

Butler Tax & Accounting

Balanced Capital

Decker Retirement Planning

Park City Wealth Advisors

Sterling Financial Group

Area overview: Park City, UT

Truenorth Wealth - Financial Advisors

Chipman Tax & Consulting

Wealth Factory

Financial Strategies Institute

Blue Barn Wealth

Smedley Financial

Austin Green, CFP - Mountain America Investment Services

Financial Insight Center

Allen Financial

Zions Direct

Veritas Wealth Management

ARC Wealth Management

Snowpine Wealth Strategies

Jeff Solomon - Raymond James

Digital Financial Group

KTS Financial Group

Alpha Wealth Funds

Crewe Advisors

Retirement Planning and Investment Management Services in Park City, UT Cost Estimates

Why these companies made our list

Financial Advisors near Park City

Popular in Park City