Best Financial Advisors near Taylorsville, UT

We have 2 firms in Taylorsville on file, and both are on this list, along with 22 from towns including South Jordan (6, 7 mi), Sandy (6, 8 mi) and Draper (4, 12 mi).

3 open weekends · 21 rated 4.5+ · 1 shows a license

Data verified October 18, 2026

Butler Financial Advisors

Butler Financial Advisors

(1)
“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)
  • Success
  • Quickbooks
  • 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.”
BBB Rating: A+
Family Business
Accepts All Major Credit Cards
In Business Since 1980
Salt Lake City, UT · 8 mi from Taylorsville
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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.”
BBB Accredited
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2004
Salt Lake City, UT · 8 mi from Taylorsville
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Tax Accounting Corporation of America

Tax Accounting Corporation of America

(48)
  • Communication
  • Integrity
  • Team
“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
Murray, UT · 3 mi from Taylorsville
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Taylor Proactive Team

Taylor Proactive Team

(50)
  • Confidence
  • Tax Law
  • Needs
“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
Sandy, UT · 8 mi from Taylorsville
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The 24 firms listed for Taylorsville, 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: Taylorsville, UT

The 24 firms on this page are rated from 4.0 to 5.0 across 988 reviews; 5 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (86%) and quality (75%). The topics that come up most in reviews of the firms on this page are "knowledge", "communication" and "trust". 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are bookkeeping (3), accounting (2), consulting (2), cost segregation (2) and financial planning (2). 1 shows a license on its website and 6 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 65 years. 2 offer payment plans; 4 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 14 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.

Why are financial advisers outside Taylorsville listed here?

2 of the 24 firms are located in Taylorsville. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Soulence Tax and Wealth Advisors

Soulence Tax and Wealth Advisors

(39)
  • Communication
  • Trust
  • Financial
“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 2011
Draper, UT · 12 mi from Taylorsville
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Net Worth Advisory Group

Net Worth Advisory Group

(46)
  • Risk
  • Market
  • Fee
“Finally, the professional service we receive from both Ray and his entire staff (Le Ann is superb) almost make us feel like part of a family working toward the same goals.”
Transparent Fees & Pricing
In Business Since 2003
Sandy, UT · 8 mi from Taylorsville
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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
Sandy, UT · 8 mi from Taylorsville
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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
Sandy, UT · 8 mi from Taylorsville
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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
South Jordan, UT · 7 mi from Taylorsville
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Tencap Wealth Coaching - Financial Advisor

Tencap Wealth Coaching - Financial Advisor

(26)
  • Heart
  • Risk
  • 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.”
Remote Consultations Available
15+ Years Experience
South Jordan, UT · 7 mi from Taylorsville
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Larson & Company, Certified Public Accountants

Larson & Company, Certified Public Accountants

(19)
  • 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.”
BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1997
South Jordan, UT · 7 mi from Taylorsville
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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
Draper, UT · 12 mi from Taylorsville
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Prince Hansen Group

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.”
BBB Rating: A+
Free Initial Consultation
In Business Since 2009
Sandy, UT · 8 mi from Taylorsville
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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
South Jordan, UT · 7 mi from Taylorsville
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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.”
BBB Rating: A+
In Business Since 2011
Sandy, UT · 8 mi from Taylorsville
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Proactive Wealth Concepts

Proactive Wealth Concepts

(15)
  • Expertise
  • Mind
  • Team
“They definitely have their clients best interest in mind and have truly became family friends.”
BBB Rating: A+
In Business Since 2012
Draper, UT · 12 mi from Taylorsville
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Integrity Financial Groups

Integrity Financial Groups

(15)
  • Truck
  • Company
  • Options
“We have worked with Dallen Hawkins and his associates for the past five years and found them to be knowledgeable about equipment and financial structuring.”
Offers Financing Options
In Business Since 2023
Midvale, UT · 4 mi from Taylorsville
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Partner Alliance Advisors

Partner Alliance Advisors

(18)
  • Price
  • Life
  • Information
“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
South Jordan, UT · 7 mi from Taylorsville
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American Funds & Trusts

American Funds & Trusts

(1)
“The Taggart family has been helping our family with investing for decades.”
BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1961
South Salt Lake, UT · 5 mi from Taylorsville
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Decker Retirement Planning

Decker Retirement Planning

(14)
  • Confidence
  • Pension Fund
  • Questions
“After handling our own investments for decades, it's nice to hand off our retirement funds to a company that insures our financial security throughout retirement.”
In Business Since 2016
Salt Lake City, UT · 8 mi from Taylorsville
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Granite Canyon Wealth Management

Granite Canyon Wealth Management

(14)
  • Sound
  • Information
  • Knowledge
“I totally trust wisdom and guidance of Granite Canyon Wealth Management in providing guidance on planning for and managing our retirement funds now and in the coming years.”
CRD# 304313
Family Business
In Business Since 2015
Draper, UT · 12 mi from Taylorsville
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Dentist Advisors

Dentist Advisors

(5)
  • Dentists
“I am able to reach out whenever I want and get their thoughts on a purchase, or whatever situation I am in.”
Offers Financing Options
Free Initial Consultation
In Business Since 2015
South Jordan, UT · 7 mi from Taylorsville
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HomeWealth Management AdvisorsUtahTaylorsville, UT

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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