Salt Lake City, UT

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Salt Lake City, UT
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Best Financial Advisors in Salt Lake City, UT

The highest-rated Financial Planning & Wealth Management companies out of 173 vetted & reviewed in the Salt Lake City area.

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Haynie & Company

Haynie & Company

(45)
Investment Fund Audit Services, Client Advisory Services, Cost Segregation
“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.”
Family Business
Licensed, BBB Rating: A+
In Business Since 1981
Accepts All Major Credit Cards
1785 2320 S, Salt Lake City, UT
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Butler Tax & Accounting

Butler Tax & Accounting

(48)
“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.”
Transparent Fees & Pricing
Licensed
In Business Since 2003
Accepts All Major Credit Cards
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.”
Transparent Fees & Pricing
Offers Financing Options
Licensed
In Business Since 2009
5675 S Redwood Rd UNIT 11, Salt Lake City, UT
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SLC Bookkeeping

SLC Bookkeeping

(50)
Accounting Services, Financial Forecasting, Outsourced Bookkeeping Services
“We were struggling to keep our books organized and our financial practices in order, but thanks to Deborah's expertise and dedication, we've seen a remarkable turnaround.”
In Business Since 2007
159 W Broadway Suite 200, Salt Lake City, UT
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Balanced Capital

Balanced Capital

(42)
  • Ira
  • Future
  • Taxes
“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.”
Transparent Fees & Pricing
In Business Since 2020
Serving Salt Lake City Area
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Mills & Co

Mills & Co

(6)
Quickbooks Services, Business Services, Services For Individuals
“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...”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2001
Offers Financing Options
7086 S Highland Dr # 200, Salt Lake City, UT
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Miller Bates | Private, Hard Money Lending

Miller Bates | Private, Hard Money Lending

(12)
  • Projects
  • Communication
  • Investments
“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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American Funds & Trusts

American Funds & Trusts

(1)
Tell A Friend, Request A Quote, Business Continuity Plan
“The Taggart family has been helping our family with investing for decades.”
Licensed, BBB Rating: A+
In Business Since 1962
Accepts All Major Credit Cards
Serving Salt Lake City Area
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Morgan Actuarial Services

Morgan Actuarial Services

Snow Removal Guidelines, Resources, Financing
“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)
A Safer Tax Plan™, Safer Investment Options™, Investor Knowledge Quiz
“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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Park City Wealth Advisors

Park City Wealth Advisors

(9)
Philanthropic Strategy, Tax Strategy, Entrepreneurs
“From Investment Strategy and Management, to tax & estate Planning, even private real estate investment opportunities, they've made a measurable impact in our families long-term outlook and financial longevity.”
Family Business
In Business Since 2022
Serving Salt Lake City Area
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Sterling Financial Group

Sterling Financial Group

(2)
Insurance & Risk Management, Estate Planning, Investment & Wealth Management
“I've been working with this team for 3 years and I couldn't be happier.”
Licensed, BBB Rating: A+
In Business Since 1999
Accepts Check, Debit, Cash
4525 Wasatch Blvd #250, Salt Lake City, UT
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Truenorth Wealth - Financial Advisors

Truenorth Wealth - Financial Advisors

(22)
Social Security, Retirement Planning, Insurance Planning
“As an accountant and tax preparer it is refreshing to work with advisors so knowledgable about taxes and tax returns in addition to finance and investing.”
35+ Years Experience
1935 E Vine St #120, Salt Lake City, UT
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Chipman Tax & Consulting

Chipman Tax & Consulting

(10)
  • Small Business
  • Saving
  • Questions
“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.”
Transparent Fees & Pricing
In Business Since 2008
1733 S 1100 E Ste. 202, Salt Lake City, UT
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Wealth Factory

Wealth Factory

(22)
  • Coaches
  • Information
  • Knowledge
“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.”
In Business Since 1999
90 S 400 W #560, Salt Lake City, UT
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Blue Barn Wealth

Blue Barn Wealth

(1)
Estate & Legacy Planning, Financial Planning, Investment Management
“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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Cannon Law Group

Cannon Law Group

(9)
  • Lane
“Very helpful”
In Business Since 2010
124 S 600 E, Salt Lake City, UT
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Smedley Financial

Smedley Financial

(4)
Online Investing, Investment Management, Women & Wealth
“Very individualized and really care about me making money.”
In Business Since 1998
102 S 200 E Ste 100, Salt Lake City, UT
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Austin Green, CFP - Mountain America Investment Services

Austin Green, CFP - Mountain America Investment Services

(1)
“Mountain America always great good customer service thanks for all you do”
Coupons & Offers
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2002
735 S State St, Salt Lake City, UT
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Allen Financial

Allen Financial

(6)
“Bret is so helpful and willing to help even if he is already very busy.”
Licensed
In Business Since 2018
202 E 5900 S, Salt Lake City, UT
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Financial Insight Center

Financial Insight Center

(2)
Investment Management, Estate Planning, Divorce Financial 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 S 3110 E STE 250, Salt Lake City, UT
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Zions Direct

Zions Direct

(1)
“Of the collection they are looking for they give her?”
Transparent Fees & Pricing
In Business Since 1997
1 S Main St, Salt Lake City, UT
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Snowpine Wealth Strategies

Snowpine Wealth Strategies

(4)
  • Fear
  • Meeting
  • Retirement
“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”
In Business Since 2022
2022 S 2100 E Suite 205, Salt Lake City, UT 84108
Featured

Understanding Market Cycle Psychology: Navigating Investment Emotions and Phases Through my years as CFP® Professional, I’ve guided numerous people through the emotional rollercoaster of market cycles. Understanding the psychology... The post Understanding Market Cycle Psychology: Navigating Investment Emotions and Phases appeared first on Snowpine Wealth .

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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...”
In Business Since 1998
2091 E 1300 S #205, Salt Lake City, UT
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Retirement Planning and Investment Management Services in Salt Lake City, UT Cost Estimates

Minimum cost
$1218
Maximum cost
$10349
National Average
$3653
Avg Per Hour Rates
$366
$2435
$6697
Average price range is based on 547 cost profiles
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Average Cost $3653
Minimum cost $1218
Maximum cost $10349
Avg Per Hour Rates $366

Average range $2435 to $6697 is based on 547 cost profiles.

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