Best Financial Advisors in South Jordan, UT

The highest-rated Financial Planning & Wealth Management companies out of 190 vetted & reviewed in the South Jordan area.

Ascent Law

Ascent Law

(43)
Credit Repair, Contract Law, Patent Lawyer
“JD then spent over an hour first thing the next morning listening to me tell him my situation, then worked all day into the late evening to file on my case right away.”
Licensed, BBB Rating: A+
In Business Since 2011
Accepts All Major Credit Cards
Free Initial Consultation
Serving South Jordan Area
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Integrated Financial Group

Integrated Financial Group

(38)
  • Trust
  • Job
  • Goals
“When our employer sold out his company, we were given the option to change investment companies and opted to go with Integrated Financial Group; Cortney Albanese, Partner.”
In Business Since 2009
10610 S Jordan Gateway Suite 210, South Jordan, UT
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Tencap Wealth Coaching - Financial Advisor

Tencap Wealth Coaching - Financial Advisor

(26)
Executive Planning, Estate Planning, Investment Planning
“Greg helped us come to a clear understanding about some important things, things that are all very important for my family to act on now, and all very weighty matters for us.”
Remote Consultations Available
15+ Years Experience
1314 W 11400 S Suite 201, South Jordan, UT
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Larson & Company, Certified Public Accountants

Larson & Company, Certified Public Accountants

(19)
Data Analytics, Growth Advisory, Tax
“Amber has been a great resource, helping us clean up our books, providing excellent tax code advice, and helping us plan for year end tax management throughout the year.”
Licensed, BBB Rating: A+
In Business Since 1997
Accepts All Major Credit Cards
11240 South River Heights Dr, South Jordan, UT
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Accuplan Benefits Services

Accuplan Benefits Services

(19)
  • Custodian
  • Funds
  • IRA
“I can highly recommend Accuplan as their service was always prompt and their staff was expertly informed about all the rules that govern this typeof IRA program.”
Transparent Fees & Pricing
In Business Since 2012
Free Initial Consultation
406 S Jordan Pkwy #640, South Jordan, UT
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Partner Alliance Advisors

Partner Alliance Advisors

(18)
Medicare, Individual Services Overview, Health Insurance
“Zack is amazing and easy to work with, I've always hated insurance people not gonna lie but I actually liked Zack and he was able to help me when I was in a bad position.”
In Business Since 2019
10808 S River Front Pkwy #3044, South Jordan, UT
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American Funds & Trusts

American Funds & Trusts

(1)
Request A Quote, Business Continuity Plan, Form CRS
“The Taggart family has been helping our family with investing for decades.”
Licensed, BBB Rating: A+
In Business Since 1960
Accepts All Major Credit Cards
Serving South Jordan Area
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Dentist Advisors

Dentist Advisors

(5)
Services Overview
“I have been a client of Aquire/Dentist Advisors for more than 10 years.”
Offers Financing Options
In Business Since 2015
Free Initial Consultation
879 Baxter Dr, South Jordan, UT
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Managed Wealth Financial

Managed Wealth Financial

(13)
Resources, Home
“Managed Wealth Financial can help you manage your money with financial strategies more than just buy and hold in the stock markets assuming all the risks associated with it.”
In Business Since 2010
10653 S River Front Pkwy #100, South Jordan, UT
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Nfp, an Aon Company

Nfp, an Aon Company

(3)
Complex Casualty/Risk Management, Claims Management, Actuarial Services
“I have always trusted his judgement and recommendations for our financial planning.”
Transparent Fees & Pricing
In Business Since 1995
Family Business
489 S Jordan Pkwy Suite 310, South Jordan, UT
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Atlas Investment Management & Retirement Solutions

Atlas Investment Management & Retirement Solutions

(19)
  • Understanding
  • Questions
  • Company
“Dave, Cindy and their team of professionals offer personalized attention with clear and transparent communication and a deep understanding of market trends.”
Free Initial Consultation
In Business Since 2022
10757 S River Front Pkwy Suite 125, South Jordan, UT
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Vitality Capital Management

Vitality Capital Management

(3)
Financial Planning, Investment Management, Tax Planning
“Fiduciary advisement of the highest knowledge and caliber.”
Free Initial Consultation
In Business Since 2016
10808 S River Front Pkwy, South Jordan, UT
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Figpay

Figpay

(6)
ACH Services, Integrations, Security
“Saved me time and money.”
20++ Years Experience
9217 S Redwood Rd ste a, West Jordan, UT
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Casull Financial Advisory

Casull Financial Advisory

(1)
Credit Union Repo List, Individual - Married - Divorced - Widowed, House Payment Reduction
“I wish I would have met Steve before my last Financial Advisor.”
Licensed
In Business Since 1997
Accepts Debit
Transparent Fees & Pricing
10421 S Jordan Gateway #600, South Jordan, UT
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Plum Accounting

Plum Accounting

(2)
Payroll, Bookkeeping, Tax Prep
“This company will be able to tell you where every penny you've had since you were 5 years old has gone and keep you on top of your financial for personal and especially for business accounting.”
In Business Since 2017
8819 S Redwood Rd, West Jordan, UT
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Blackridge Wealth Management

Blackridge Wealth Management

(1)
Team, Mission Statement, Useful Links
“Had a great phone consultation with Darren at Black Ridge — he was easy to talk with and willing to answer questions to help me make a good call on a financial decision I've been in the midst of.”
In Business Since 2000
1268 S Jordan Pkwy Suite 201, South Jordan, UT
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K.a.n. Accounting & Tax

K.a.n. Accounting & Tax

(1)
Financial Planning, Payroll Processing, Business Tax Returns
“He also does the bookkeeping him self which is beneficial so he understand the overall picture to advise you on the best tax savings strategy.”
In Business Since 2010
8667 2200 W, West Jordan, UT
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Foresight CPA Group

Foresight CPA Group

(1)
Managed Payroll, Accounting and Tax Services, Dental Accounting
“Helpful and friendly people”
In Business Since 2018
10897 S River Front Pkwy #125, South Jordan, UT
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Segelke Financial Group

Segelke Financial Group

(4)
“Jeff was watching the markets very closely during the lead-up to this recent crash and did indeed save us from the current major downturn, and is watching them closely for the time to get back into the market to continue to grow our money.”
In Business Since 2019
10808 S River Front Pkwy #351, South Jordan, UT
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K M Larson & Co, Cpas

K M Larson & Co, Cpas

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, independent professionals, and high net worth individuals. Please contact us for an initial co...”
Offers Financing Options
In Business Since 2008
Serving South Jordan Area
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Sandos Financial

Sandos Financial

(3)
“Sandos' savvy in the market has yielded above average gains in my portfolio.”
In Business Since 2010
1374 Shelbrooke Dr, South Jordan, UT
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Dahle's Financial Services

Dahle's Financial Services

(3)
“When I was missing something, I was not made to feel that the process was waiting on me as he tapped his foot (I have felt that pressure elsewhere, which is why I've been doing my taxes myself for a while).”
In Business Since 2008
8545 S Redwood Rd D, West Jordan, UT
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Progressive Planning

Progressive Planning

(1)
“Randy, the President, is great to work with, and they know what they are doing.”
In Business Since 1990
406 S Jordan Pkwy #200, South Jordan, UT
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Commodity Futures Utah

Commodity Futures Utah

(1)
“Good neighbors.”
In Business Since 2007
5323 Case Mountain Rd, West Jordan, UT
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Retirement Planning and Investment Management Services in South Jordan, UT Cost Estimates

Minimum cost
$1122
Maximum cost
$9530
National Average
$3364
Avg Per Hour Rates
$337
$2243
$6167
Average price range is based on 259 cost profiles
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Average Cost $3364
Minimum cost $1122
Maximum cost $9530
Avg Per Hour Rates $337

Average range $2243 to $6167 is based on 259 cost profiles.

Why these companies made our list

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