Best Financial Advisors in Taylorsville, UT

The highest-rated Financial Planning & Wealth Management companies out of 158 vetted & reviewed in the Taylorsville area.

Butler Financial Advisors

Butler Financial Advisors

(1)
College Planning, Financial Advising, Mutual Fund Investing
“It's a very nice company and both men are extremely friendly and helpful”
In Business Since 2003
5959 S Redwood Rd #303, Taylorsville, UT
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SBG Advisory Group

SBG Advisory Group

(1)
“Extremely professional organization with stellar yet down-to-earth owners who are some of the best people I know.”
In Business Since 2023
5663 S Redwood Rd Suite 2 Office 4, Taylorsville, UT
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Haynie & Company

Haynie & Company

(45)
Employee Benefit Plan Audits, Investment Fund Audit Services, Business Consulting & Advisory Services
“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.”
Licensed, BBB Rating: A+
Family Business
Accepts All Major Credit Cards
In Business Since 1979
1785 2320 S, Salt Lake City, UT
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Ascent Law

Ascent Law

(43)
Credit Repair, Trade Secrets, Personal Injury Attorney
“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+
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 2009
Serving Taylorsville Area
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Butler Tax & Accounting

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.”
Licensed
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2003
5959 S Redwood Rd, Salt Lake City, UT
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Averett and Associates

Averett and Associates

(39)
  • Knowledge
  • Job
  • Questions
“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.”
Licensed
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2009
5675 S Redwood Rd UNIT 11, Salt Lake City, UT
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Taylor Proactive Team

Taylor Proactive Team

(50)
Tax Services, Advanced Financial Planning, Books & Business Advisory
“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...”
Remote Consultations Available
Free Initial Consultation
In Business Since 2023
11075 S State St #32B, Sandy, UT
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Tax Accounting Corporation of America

Tax Accounting Corporation of America

(48)
Payroll Services, Loans and Mortgages, Bookkeeping
“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.”
In Business Since 2007
6000 S Fashion Blvd #102, Murray, UT
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SLC Bookkeeping

SLC Bookkeeping

(50)
Financial Forecasting, Accounting Services, Small Business Consulting
“They are not the right fit yet but recommended someone amazing and I really appreciate the referral as well as advising me on information I need to have and what to look for in a bookkeeper.”
In Business Since 2007
159 W Broadway Suite 200, Salt Lake City, UT
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Soulence Tax and Wealth Advisors

Soulence Tax and Wealth Advisors

(39)
Business Strategy, Bookkeeping, Payroll
“They go above and beyond like no other company that I have worked with in the past to make sure I always get my answers taken care of and all of my tax and financial needs.”
In Business Since 2010
13961 Minuteman Dr #101, Draper, UT
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Net Worth Advisory Group

Net Worth Advisory Group

(46)
  • Risk
  • Market
  • Fee
“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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New Millennium Group - Financial Advisors

New Millennium Group - Financial Advisors

(50)
  • Goals
  • Investment
  • 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.”
In Business Since 2019
10050 State St, Sandy, UT
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Genwealth Advisory Group

Genwealth Advisory Group

(39)
  • Presentation
  • Options
  • Team
“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.”
In Business Since 2022
1218 E 7800 S STE 200, Sandy, UT
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Integrated Financial Group

Integrated Financial Group

(38)
  • Trust
  • Knowledge
  • 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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Bright Solution Credit Repair

Bright Solution Credit Repair

(27)
  • Financial
  • Company
  • Know
“The knowledge he gave me to help manage everything with my credit and even my bad spending habits I've had has been so helpful, if you're looking for a company that is out for your best interest this is the place to go!”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2019
Serving Taylorsville Area
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Tencap Wealth Coaching - Financial Advisor

Tencap Wealth Coaching - Financial Advisor

(26)
Executive Planning, Investment Planning, Social Security
“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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Medicus Wealth Planning

Medicus Wealth Planning

(33)
  • Confidence
  • Needs
  • Questions
“We use them for our retirement plan here at Holland Equipment and they're always available in person or on the phones to answer any questions that my employees might have.”
In Business Since 2016
11681 S 700 E Suite 200, Draper, UT
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Larson & Company, Certified Public Accountants

Larson & Company, Certified Public Accountants

(19)
Data Analytics, Tax, IT Auditing & SOC
“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+
Accepts All Major Credit Cards
In Business Since 1997
11240 South River Heights Dr, South Jordan, UT
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Incite Tax & Accounting

Incite Tax & Accounting

(28)
Profit First For Microgyms [book], Bookkeeping – Making Smarter Financial Decisions, CFO Services – Actionable Data
“They helped me understand how I could keep more of my earnings by setting my business up certain ways and with deductions I hadn't previously considered.”
In Business Since 2009
Serving Taylorsville Area
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Prince Hansen Group

Prince Hansen Group

(13)
Technology Consultant, Accounting, Bookkeeping
“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.”
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2010
11075 State St, Sandy, UT
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Lake City Funding

Lake City Funding

(50)
  • Knowledge
  • Job
  • Team
“There were so many questions and information that we needed help with and she never made us feel like we weren't important or stupid for asking questions.”
12401 S 450 E e2, Draper, UT
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Biznis Resource

Biznis Resource

(23)
Biznis Broker – Buy / Franchise / Sell, Biznis Insurance, Biznis Manufacturing
“Michael was gracious with his time and really help me and my team zone in on the direction we need to take, as well as giving us new ideas for sales paths and how to get our product to the next stage.”
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
In Business Since 2018
Serving Taylorsville Area
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Accuplan Benefits Services

Accuplan Benefits Services

(19)
  • Custodian
  • Review
  • 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
Free Initial Consultation
In Business Since 2012
406 S Jordan Pkwy #640, South Jordan, UT
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Capita Financial Network

Capita Financial Network

(16)
“I am completely confident that I made the right decision to have them as my financial partner.”
Licensed, BBB Rating: A+
In Business Since 2010
9980 S 300 W #140, Sandy, UT
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Retirement Planning and Investment Management Services in Taylorsville, UT Cost Estimates

Minimum cost
$1071
Maximum cost
$9096
National Average
$3211
Avg Per Hour Rates
$322
$2141
$5886
Average price range is based on 487 cost profiles
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Average Cost $3211
Minimum cost $1071
Maximum cost $9096
Avg Per Hour Rates $322

Average range $2141 to $5886 is based on 487 cost profiles.

Why these companies made our list

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