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Integrated Financial Group
- 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.”
Best Financial Advisors in South Jordan, UT
24 firms listed · 19 in South Jordan · 16 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Tencap Wealth Coaching - Financial Advisor
- Heart
- Feeling
- Understanding
“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.”
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Larson & Company, Certified Public Accountants
- File
“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.”
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Accuplan Benefits Services
- 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.”
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Partner Alliance Advisors
- Questions
- Price
- 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.”
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American Funds & Trusts
“The Taggart family has been helping our family with investing for decades.”
The 24 firms listed for South Jordan, 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: South Jordan, UT
Of the 24 firms we list here, 19 are in South Jordan itself and 5 come from West Jordan (3, 3 mi), South Salt Lake (1, 11 mi) and Salt Lake City (1, 15 mi). 21 of the firms on this page have a rating, from 4.0 to 5.0 across 245 reviews; 16 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (4), our firm (3), our location (3), our qualifications (3) and tax planning (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 65 years. 1 offers payment plans; 6 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 18 list a public email and 6 take bookings online. 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 South Jordan take financial planning bookings online?
6 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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Managed Wealth Financial
- Company
- Plan
“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.”
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Dentist Advisors
- Dentists
“I have been a client of Aquire/Dentist Advisors for more than 10 years.”
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Nfp, an Aon Company
“I have always trusted his judgement and recommendations for our financial planning.”
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Atlas Investment Management & Retirement Solutions
- 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.”
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Vitality Capital Management
“Fiduciary advisement of the highest knowledge and caliber.”
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Casull Financial Advisory
“I wish I would have met Steve before my last Financial Advisor.”
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Blackridge Wealth Management
“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.”
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K.a.n. Accounting & Tax
“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.”
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Segelke Financial Group
“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.”
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Dahle's Financial Services
“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).”
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Sandos Financial
“Sandos' savvy in the market has yielded above average gains in my portfolio.”
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Commodity Futures Utah
“Good neighbors.”
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Progressive Planning
“Randy, the President, is great to work with, and they know what they are doing.”
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Oak Bridge Asset Management
“Jodi Vawdrey is great to work with, cares about your individual needs, and has the knowledge and experience to get you where you need to be.”
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LPG Capital Management
“Child's adeptness at articulating complex financial strategies in a comprehensible manner has been particularly commendable, ensuring that even those less versed in the intricacies of the industry fully grasp the nuances of their investment decisions...”
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SDP Personalized Planning
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Colwyn Investments
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Keystone Financial Edge
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
Why these companies made our list
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