Best Financial Advisors in West Jordan, UT

The highest-rated Financial Planning & Wealth Management firms out of 393 vetted & reviewed in the West Jordan area.

K.a.n. Accounting & Tax

K.a.n. Accounting & Tax

(1)
Business Valuations, Financial Planning, Bookkeeping
“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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Commodity Futures Utah

Commodity Futures Utah

(1)
“Good neighbors.”
In Business Since 2007
5323 Case Mountain Rd, West Jordan, UT
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Teton Wealth Group

Teton Wealth Group

(4)
“While my initial interactions with Teton were not awesome (missed appointments, lack of preparation etc), Doug and his team have worked very hard to rectify the situation and resolve it.”
In Business Since 2018
Serving West Jordan Area
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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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Decker Retirement Planning

Decker Retirement Planning

(14)
Social Security Optimization, A Safer Tax Plan™, Safer Investment Options™
“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
299 S Main St STE 1300, Salt Lake City, UT
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Johnston Rogers Financial Advisors

Johnston Rogers Financial Advisors

(4)
Investment Management, Financial Planning For Women
“You're not going to find a better company if you explore your options, you will only find yourself getting discourage and swiping that credit card to get you in more dept.”
In Business Since 2018
4055 S 700 E Suite 207, Millcreek, UT
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Cambridge Financial Group

Cambridge Financial Group

(10)
Special Needs Planning, Estate Conservation, Retirement Income Planning
“You might not care about that until you find out that your universal life policy was designed to cut a fat check to your 2nd cousins husband, and will eventually run out of funds, costing you thousands to keep it in force.”
Licensed, BBB Rating: A+
In Business Since 2021
10813 S River Front Pkwy Suite 575, South Jordan, UT
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Butler Tax & Accounting

Butler Tax & Accounting

(16)
  • Plan
  • Knowledge
  • Information
“Paul explained what papers and information would be needed and set me up on a secure portal to upload everything to, he also scheduled me an appointment for the following week to do the taxes.”
Average Price Tag
Transparent Fees & Pricing
Licensed
In Business Since 2004
5959 S Redwood Rd, Salt Lake City, UT
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Heritage Wealth Management

Heritage Wealth Management

(14)
Legacy Planning, Tax Planning Strategies, Income 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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New Millennium Group - Financial Advisors

New Millennium Group - Financial Advisors

(20)
Retirement Solutions, Life Insurance, Wealth Management
“I've been with Derek for over 7 years and he has taken my retirement money and giving me a decent retirement I recommend him highly he is an honest and very helpful friend.”
In Business Since 2019
10050 State St, Sandy, UT
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Integrated Financial Group

Integrated Financial Group

(20)
  • Understand
  • Trust
  • Future
“I am fully confident with Cortney managing my portfolio and am more than happy referring his services to friends and family knowing he will take great care of them.”
In Business Since 2009
10610 S Jordan Gateway Suite 210, South Jordan, UT
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Navigate Financial

Navigate Financial

(12)
  • Company
  • 401k
  • Financial Advisor
“Our company sincerely appreciates Ben's efficient, gracious customer service and one on one time taken to ensure all of our employees are well taken care of.”
In Business Since 2009
999 E Murray Holladay Rd Suite 202, Salt Lake City, UT
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Prince Hansen Group

Prince Hansen Group

(1)
企業價值評估, 商業諮詢, 会计服务
“Been working with Gary and Doug for many years, great accounting and tax service.”
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 2007
Below Average Price Tag
11075 State St, Sandy, UT
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Ricks & Company

Ricks & Company

(20)
Incorporations, IRS Problem Resolution, Tax Planning & Preparation
“I've used very large firms that are near impossible to get ahold of anyone making more than $10/hr and can't give you competent information otherwise.”
Free Initial Consultation
In Business Since 2009
9565 S 700 E, Sandy, UT
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Sterling Financial Group

Sterling Financial Group

(1)
Taxation & Cash Flow, Insurance & Risk Management, Estate Planning
“Great service here very polite and professional, would recommend to anyone in the investment industry”
Licensed, BBB Rating: A+
In Business Since 1999
Accepts Check, Debit, Cash
4525 Wasatch Blvd #250, Salt Lake City, UT
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Bright Solution Credit Repair

Bright Solution Credit Repair

(20)
  • Financial
  • Credit Score
“I have a team of folks that I can meet face to face or over the phone and we are all on the same page with the same goal of improving my credit so I can purchase my first home!!!”
Transparent Fees & Pricing
In Business Since 2019
Free Initial Consultation
Serving West Jordan Area
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True North Wealth - Financial Advisors

True North Wealth - Financial Advisors

(20)
Selling A Business, Income Tax Planning, Retirement Planning
“Marty, Sam and the entire staff at True North helped us with complete retirement planning advise; including budgeting, insurance, savings, estate planning and investments.”
35+ Years Experience
1935 E Vine St #120, Salt Lake City, UT
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Coign Capital Advisors

Coign Capital Advisors

(16)
  • Team
“Mutual funds is a component of our discussions, and they are excellent about explaining why they pick to funds they do, but I needed more than what funds to choose.”
In Business Since 2013
Serving West Jordan Area
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Financial Strategies Institute

Financial Strategies Institute

(13)
Wills and Trusts, Retirement Planning, Wealth Management
“Ste van gates has been my financial advisor for over 20 years, financial strategies institute has been wonderful to work with, ste van and peggy both listen and respond to my needs.”
Accepts All Major Credit Cards
In Business Since 1991
Serving West Jordan Area
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KTS Financial Group

KTS Financial Group

(10)
  • Questions
  • Retirement
“We have a good life and feel more comfortable because of our experience with KTS Financial Group”
In Business Since 2015
Serving West Jordan Area
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Retirement Planning and Investment Management Services Estimated Cost in West Jordan, UT 2022

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range based on 190 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 190 cost profiles.

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