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Taylor Proactive Team

(50)

Needs
Questions
Tax Law

“He is also proactive with, and cares about, his clients: an example is when Covid hit, he sent out emails to all his clients informing them of the PPP loan programs, how to apply for them, and how to get some or all of those loans forgiven, if war...”

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New Millennium Group - Financial Advisors

(50)

Investment
Retirement
Life

“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

(46)

Fee
Retirement
Market

“Consultations are free and you won't be meeting with a sales person, you will be meeting with a financial advisor who will give you honest answers and feedback concerning your financial positioning.”

Featured

See a Sample Financial Plan Many of us have heard over and over the benefits of working with a financial advisor to create a financial plan. But have you ever wondered what that actually looks like? And how to know if it’s worth the fees before you actually hire an advisor? If so, this article is for you. Because we develop custom financial plans for each client, it’s no easy task to provide one without working with you extensively. However, we wanted to create something that could help you better understand what your potential financial plan could look like so you can see the benefits a plan could bring to your financial life. If you choose to work with us, here is a sample of what you can expect.

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Genwealth Advisory Group

(39)

Team
Investments
Options

“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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Prince Hansen Group

(13)

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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Capita Financial Network

(16)

“Not only does Mike and his team manage my money, but I have referred my friends and even mother in law.”

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The 24 firms listed for Sandy, 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: Sandy, UT

Of the 24 firms we list here, 15 are in Sandy itself and 9 come from towns including Lehi (4, 11 mi), Salt Lake City (2, 15 mi) and Draper (1, 5 mi). 20 of the firms on this page have a rating, from 4.2 to 5.0 across 1,412 reviews; 9 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (83%) and quality (78%). The topics that come up most in reviews of the firms on this page are "knowledge", "communication" and "trust". 2 are open on Saturdays. The services the firms on this page list most often on their websites are bookkeeping (4), financial planning (3), tax services (3), cost segregation (2) and payroll (2). 4 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 1998. 1 offers payment plans; 2 offer a free initial consultation and 2 are family- or locally-owned. 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.

Do firms listed for Sandy take financial planning bookings online?

4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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Heritage Wealth Management

(13)

Goals
Expertise

“I recommend them very highly and know that anyone that has the opportunity to associate with them in anyway will be exceptionally pleased with the outcome.”

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Phibbs Financial

(12)

“With the retirement plan that he drafted for us, even though I feel I am a little late in the game, I feel much more confident now with having enough for retirement.”

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401GO

(5)

“Updating this review because 401 Go really worked hard to make this error right by correcting it and offering us a small amazon gift card and a few months off for the mistake.”

FAQs

Who files the form 5500?

The 5500 form is an annual tax requirement for every 401(k) plan. It reports general contribution information and helps ensure plan compliance. 401GO will prepare the form, as well as sign and file it. We ask plan sponsors to review it before we file. Many providers will prepare the form but will not take responsibility to sign and file it.

Do you charge per employee or per participant?

Many 401(k) providers charge per eligible employee. 401GO charges only for those employees who actively participate in the plan. Our base price is $9/participant and we offer discounts for those with 50+ participating employees.

What's the difference between a 401(k) and an IRA?

Many details differentiate a 401(k) from an IRA. The main difference is that only an employer can sponsor a 401(k) while an IRA is available without sponsorship. Another difference is the contribution limits. An IRA only allows for $6000/yr in contributions while a 401(k) allows for $20,500/yr (in 2022), depending on age. Employers are allowed to contribute matching funds AND profit-sharing funds in a 401(k), while these are not allowed in an IRA. And, 401(k) plans offer substantial tax benefits to employers, while IRAs do not.

What is an MEP?

An MEP is a Multiple Employer Plan. This is a 401(k) plan that has two or more unrelated employers within it. MEPs are usually sponsored by PEOs (Professional Employer Organizations), business associations, or chambers of commerce. Employers often choose to join an MEP because pricing is reduced using economies of scale, as well as a few other useful benefits. READ MORE

How do 401GO partnerships differ from others?

While some platforms compete with advisors, we recognize that they improve outcomes, so we actively seek to include them on as many plans as possible. We prefer our clients to have an advisor-led retirement experience. We offer advisors a robust partner portal that allows them to monitor their plans, pull reports, and even create fund lineups if they choose to. Ask us for a demo to get a full picture of all the features available.

You can find more answers to some of our most commonly asked questions on the FAQ page of our website.

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LPL Financial

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Dfpg Investments

(1)

“I look forward to one day going inside to see what it looks like.”

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Olympus Peaks Financial

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Porch Financial

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Harrington Wealth Services

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Harris Financial

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Haynie & Company

(45)

Quickbooks
Questions
Law

“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

(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.”

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Tax Accounting Corporation of America

(48)

Team
Questions
Integrity

“Rob Haertel has been doing our taxes for over 20 years - both corporate and personal -He has also taken care of any questions the IRS has had from time to time and has resolved their questions and issues quickly at no extra charge.”

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B.o.s.s. Retirement Solutions and Advisors

(49)

Future
Questions
Portfolio

“The structure of thier programs are, when you do better, they also will do better, so it is in their interest also to really manage every aspect of your investments.”

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Kranenburg Accounting & Tax Service Cpas

(50)

Accountant
Questions
Interaction

“They are great and have always been willing to work closely to provide the necessary information to be able finish my tax returns, they are also great friends!”

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Larry Cox & Associates

(13)

Team

“The first thing I found with Larry Cox Accounting,, it seems that their prices are going to be much less than what I've been paying with the competing firm [little-more than half of what I was paying elsewhere],, relevant to what I'd been perceiving...”

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Soulence Tax and Wealth Advisors

(39)

Financial
Team
Trust

“With my old accountant, I was always having to ask questions and pull for information, but Chris and everyone else at soulence are constantly giving me information to better my financial situation!”

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Wasatch Tax and Accounting

(46)

Questions
Knowledge
Information

“Great feeling even after all these years to finish taxes feeling confident that all my questions and concerns have been personally and professionally resolved by Wasatch Tax and Accounting.”

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Capital Wealth

(49)

Understand
Questions
Seminar

“Mike was always responsive to my Vision and Goals for my own Retirement in demonstrating a funding plan where I could enjoy the fruits of my labors in the way I wanted, & sooner than I ever thought possible.”

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Average Cost	$3476
Minimum cost	$1159
Maximum cost	$9849
Avg Per Hour Rates	$348

Best Financial Advisors in Sandy, UT

Taylor Proactive Team

New Millennium Group - Financial Advisors

Net Worth Advisory Group

Genwealth Advisory Group

Prince Hansen Group

Capita Financial Network

Area overview: Sandy, UT

Heritage Wealth Management

Phibbs Financial

401GO

LPL Financial

Dfpg Investments

Olympus Peaks Financial

Porch Financial

Harrington Wealth Services

Harris Financial

Haynie & Company

Butler Tax & Accounting

Tax Accounting Corporation of America

B.o.s.s. Retirement Solutions and Advisors

Kranenburg Accounting & Tax Service Cpas

Larry Cox & Associates

Soulence Tax and Wealth Advisors

Wasatch Tax and Accounting

Capital Wealth

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

Why these companies made our list

Financial Advisors near Sandy

Popular in Sandy