Butler Tax & Accounting
“Its been amazing to have help from Dennison, he is top of his game and exceeds in his job.”
Best Financial Advisors near West Valley City, UT
There are no firms listed in West Valley City itself yet; the 15 below are the closest options, from Salt Lake City (12, 7 mi) and West Jordan (3, 6 mi).
1 open weekends · 14 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Decker Retirement Planning
“They set up everything for us to run on autopilot and explained all accounts throughly.”
Wealth Factory
“Coach Eric has been a godsend in discussing business plans and strategizing financial independence.”
Smedley Financial
“We've been working with Jordan Hadfield for years and he's exceeded every expectation.”
Chipman Tax & Consulting
“Chipman Tax & Consulting has been doing our taxes for more than 40 years, and we have always felt extremely confident in their knowledge and thorough processes.”
Austin Green, CFP - Mountain America Investment Services
“Mountain America always great good customer service thanks for all you do”
The 15 firms listed for West Valley City, 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: West Valley City, UT
The 15 firms on this page are rated from 4.4 to 5.0 across 447 reviews; 1 has 50 or more reviews and 14 are rated 4.5 or higher. 1 is open on Saturdays. 1 shows a license on its website. 13 have ten or more years of experience, the longest 29 years. 1 offers payment plans; 1 offers a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 12 list a public email and 3 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 West Valley City take financial planning bookings online?
3 of the 15 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.
Allen Financial & Allen Wealth and Asset Management
“Bret is so helpful and willing to help even if he is already very busy.”
Summit Global Investments
“Great organization with helpful, knowledge, and professional staff.”
Zions Direct
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.”
Dahle's Financial Services
“I have been impressed with the personal service that they provide and the timely reviews and research that comes from working with professionals.”
Steward Financial Services
“Brandon and his team are great at investments and retirement planning.”
Guardian Wealth Management
“Relationship oriented and take care of their clients.”
Commodity Futures Utah
Crewe Advisors
“Their team is great and they are amazing to work with.”
Why these companies made our list
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