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 Audits, Client Accounting 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 1980
Accepts All Major Credit Cards
1785 2320 S, Salt Lake City, UT
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Butler Tax & Accounting

Butler Tax & Accounting

(47)
  • Plan
  • Information
  • Knowledge
“They've grown with me financially and through the different stages of my life (first job, homeownership, filing jointly “marriage”, kids, and owning a small business).”
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 2007
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
“They hit their deadlines, always respond to inquiries almost immediately, in addition to handling our books, they are a trusted advisor for accounting questions.”
In Business Since 2007
159 W Broadway Suite 200, Salt Lake City, UT
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Balanced Capital

Balanced Capital

(30)
  • Financial Advisor
  • Goals
  • Questions
“He is always very quick to respond to any communications I send him, friendly, and takes the time to explain even the most basic financial concepts to me.”
Transparent Fees & Pricing
In Business Since 2020
Serving Salt Lake City Area
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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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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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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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Miller Bates | Private, Hard Money Lending

Miller Bates | Private, Hard Money Lending

(11)
“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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NOW CFO | Salt Lake City

NOW CFO | Salt Lake City

(11)
Management Accounting, Financial Reporting, Technical Accounting
“I was given complete transparency about what work was performed and the consultants I worked with really instilled confidence in me about their process before any work had started.”
Free Initial Consultation
In Business Since 2010
210 2100 W, 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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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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Sterling Financial Group

Sterling Financial Group

(1)
Insurance & Risk Management, Estate Planning, Investment & Wealth Management
“Great service here very polite and professional, would recommend to anyone in the investment industry”
Licensed, BBB Rating: A+
In Business Since 2001
Accepts Check, Debit, Cash
4525 Wasatch Blvd #250, Salt Lake City, UT
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Lefavi Wealth Management

Lefavi Wealth Management

(9)
Wealth Management Services For Corporate Executives, Wealth Management Services For Entrepreneurs, Wealth Management
“His friendly manner, his genuine interest in my financial security, and his kind way of doing everything carefully, has left me feeling safe, confident and happy to invest my life savings with Lefavi Wealth Management.”
In Business Since 1998
2323 Foothill Dr #100, Salt Lake City, UT
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Chipman Tax & Consulting

Chipman Tax & Consulting

(9)
“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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Navigate Financial

Navigate Financial

(12)
  • Company
  • 401k
  • Financial Advisor
“Our company sincerely appreciates Ben's efficient, gracious customer service and one on one time taken to ensure all of our employees are well taken care of.”
In Business Since 2009
999 E Murray Holladay Rd Suite 202, 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 1996
1308 S 1700 E Suite 208, Salt Lake City, UT
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Cannon Law Group

Cannon Law Group

(9)
“Very helpful”
In Business Since 2010
124 S 600 E, Salt Lake City, UT
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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...”
Transparent Fees & Pricing
In Business Since 1998
2091 E 1300 S #205, Salt Lake City, UT
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Chargeback Advocates

Chargeback Advocates

Chargeback Prevention, Chargeback Dispute, Chargeback Account Management
“Our service takes the tedious research, paperwork, and follow up that is necessary for your company to receive these funds back, out of your hands. At Chargeback Advocates we have an extremely high winning rate due to our attention to detail with you...”
Transparent Fees & Pricing
In Business Since 2018
6030 S Cougar Ln, Salt Lake City, UT
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Smedley Financial

Smedley Financial

(3)
Online Investing, Investment Management, Women & Wealth
“For years and I found them honest, knowledgeable, and anxious to help.”
In Business Since 1998
102 S 200 E Ste 100, Salt Lake City, UT
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Wealth Factory

Wealth Factory

(16)
  • Company
  • Life
  • Strategy
“Working with the Wealth Factory accredited network of tax, legal and personal growth professionals is making our current business strategy and personal finances fun!”
In Business Since 1999
90 S 400 W #560, Salt Lake City, UT
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Financial Insight Center

Financial Insight Center

(2)
Estate Planning, Tax Planning, Retirement 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 Lion Ln STE 250, 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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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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