Best Financial Advisors in Sandy, UT

The highest-rated Financial Planning & Wealth Management companies out of 113 vetted & reviewed in the Sandy area.

Ricks & Company

Ricks & Company

(30)
Tax Planning & Preparation, Accounting & Bookkeeping, IRS Problem Resolution
“Great advice and Price Mike helped me with a strategy to continue my real estate investing and handled several llc's for us as well if you want a local expert Mike's your guy”
Free Initial Consultation
In Business Since 2009
9565 S 700 E, Sandy, UT
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Capita Financial Network

Capita Financial Network

(14)
  • Team
“Not only does Mike and his team manage my money, but I have referred my friends and even mother in law.”
Licensed, BBB Rating: A+
In Business Since 2010
9980 S 300 W #140, Sandy, UT
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Prince Hansen Group

Prince Hansen Group

(1)
税务服务, Tax Preparation, Wealth Management
“Been working with Gary and Doug for many years, great accounting and tax service.”
Licensed, BBB Rating: A+
In Business Since 2010
Free Initial Consultation
11075 State St, Sandy, UT
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Net Worth Advisory Group

Net Worth Advisory Group

(30)
  • Fee
  • Retirement
  • Accounts
“He also sends out regular updates on market conditions and current events that may affect the market, which serves to calm his clients' worries about fluctuations in markets.”
Transparent Fees & Pricing
In Business Since 2003
75 W Towne Ridge Pkwy #460, Sandy, UT
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Heritage Wealth Management

Heritage Wealth Management

(14)
Asset Preservation, Asset Accumulation, Health Care Planning
“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.”
Free Initial Consultation
In Business Since 2019
11075 State St Suite 9A, Sandy, UT
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David J Farnsworth CPA & Associates

David J Farnsworth CPA & Associates

(4)
“Excellence,worth the tax preparation experience doldrum,obligation and mandate imposed for our "tax benefits "...”
Transparent Fees & Pricing
In Business Since 2014
Offers Financing Options
9375 Greenwood Dr, Sandy, UT
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401GO

401GO

(3)
“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.”
Transparent Fees & Pricing
In Business Since 2016
9815 Monroe St #301, Sandy, UT
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Automated Payment Systems

Automated Payment Systems

(1)
“Personable service.”
Transparent Fees & Pricing
In Business Since 2003
870 E 9400 S #107, Sandy, UT
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Phibbs Financial

Phibbs Financial

(3)
“Super knowledgeable and walked me through the entire process while answering all questions.”
In Business Since 2022
11075 State St #207, Sandy, UT
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LPL Financial

LPL Financial

“I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations...”
In Business Since 2016
8759 Highland Dr., Sandy, UT
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Dfpg Investments

Dfpg Investments

(1)
Terms of Use, Privacy Policy, Important Disclosures
“I look forward to one day going inside to see what it looks like.”
In Business Since 2001
9017 S Riverside Dr Suite #210, Sandy, UT
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Mountain Valley Mortgage

Mountain Valley Mortgage

(13)
  • Questions
  • Refinance
  • Rate
“We did get a couple quotes for refinancing and found all other companies to be really high in their closing costs- other companies wanted $7- $8k, whereas; Mountain Valley Mortgage was somewhere between $1500-$2k, plus they dropped our interest rate ...”
9710 S 700 E Suite 113, Sandy, UT
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Baxter Financial Services

Baxter Financial Services

(13)
  • Pleasure
  • Taxes
  • Job
“However, after reviewing our last tax return, the mortgage lender told us that our accountant, Neil Baxter, had done such a great job at doing our taxes that it appeared we weren't making much rental income.”
9133 Monroe Plaza Way ste a, Sandy, UT
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Genwealth Advisory Group

Genwealth Advisory Group

(1)
“They are great at following through and making sure we understood exactly what our goals were based on our situation.”
In Business Since 2022
1218 E 7800 S STE 200, Sandy, UT
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Harris Financial

Harris Financial

Cetera Research, Useful Links
“Whether you are an employer seeking group benefits for your employees or an individual desiring a specific benefit plan for your family, Harris Financial can identify and maintain the best benefit options for your family, business or both including Medi...”
Family Business
In Business Since 2005
7370 so, Creek Rd Suite 203, Sandy, UT
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Issuer Consulting

Issuer Consulting

Capital Raising, Mergers and Acquisitions, Corporate Marketing
“Our professional consulting services are designed to help you with your securities compliance and public company corporate needs. Our seasoned representatives have the expertise to guide you through very complex to every day issues regarding your sec...”
In Business Since 2009
7840 S 700 E, Sandy, UT
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Olympus Peaks Financial

Olympus Peaks Financial

Estate Planning, Retirement Planning, Risk Analysis
“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
Accepts All Major Credit Cards
In Business Since 1993
9035 S 1300 E b2, Sandy, UT
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Arbiterpaytm

Arbiterpaytm

In Business Since 2011
9815 S Monroe Plz Wy, Sandy, UT
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Porch Financial

Porch Financial

“We continue to focus on creating technology that enhances the advisor and client relationship. While many technologies today seek to replace the advisor from the life insurance sale, Porch believes the advisor will continue to be the foundation of th...”
In Business Since 2017
126 Sego Lily Dr #265, Sandy, UT
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Elevated Retirement Group - Utah

Elevated Retirement Group - Utah

“Wouldn't It Be Great... ..to feel secure enough with the team you're working with to help plan your financial future to be able to cut through the confusion and complexity and simply ask: “Now that you know me and my retirement planning desires so we...”
In Business Since 2015
9350 150 E Suite 320, Sandy, UT
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Ascent Law

Ascent Law

(24)
Slip and Fall Accidents, What Is A Brain Injury and Why Do I Need A Lawyer?, Asset Protection
“I had gone to another firm, and nothing was done, went to Ascent Law, and they took care of everything in a timely manner and was keeping me in touch with everything.”
Licensed, BBB Rating: A+
In Business Since 2008
Free Initial Consultation
Accepts All Major Credit Cards
Serving Sandy Area
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Averett and Associates

Averett and Associates

(30)
  • Questions
  • Team
  • Knowledge
“The team at Averett and Associates is great and after years of doing my taxes myself, I find it provides so much peace of mind knowing I have these smart, capable professionals on my side and that I can be confident that my personal and business taxe...”
Licensed
In Business Since 2009
Offers Financing Options
Accepts All Major Credit Cards
5675 S Redwood Rd #11, Salt Lake City, UT
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Paramount Tax & Accounting Cpas of Lehi

Paramount Tax & Accounting Cpas of Lehi

(30)
Individual Services, Tax Services, Business Services
“I have been searching for a CPA well versed in S-corps for a LONG time and even on my first meeting with Jeffrey he exemplified so much knowledge on how to help me save on my taxes.”
In Business Since 2015
3450 Triumph Blvd Ste 102, Lehi, UT
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SLC Bookkeeping

SLC Bookkeeping

(30)
Financial Forecasting, Outsourced Bookkeeping Services, Small Business Consulting
“With their 48 hour promise to respond to all emails I am never left in the dark with what is going on and are very helpful when it comes to organizing, understanding, and leveraging my financial information to grow my business.”
In Business Since 2007
159 W Broadway Suite 200-138, Salt Lake City, UT
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Retirement Planning and Investment Management Services in Sandy, UT Cost Estimates

Minimum cost
$1159
Maximum cost
$9849
National Average
$3476
Avg Per Hour Rates
$348
$2318
$6373
Average price range is based on 288 cost profiles
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Average Cost $3476
Minimum cost $1159
Maximum cost $9849
Avg Per Hour Rates $348

Average range $2318 to $6373 is based on 288 cost profiles.

Why these companies made our list

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