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Haynie & Company
- Financial
- Communication
- Success
“I have used the Jensen group for the past 7 years I have had great responses with all my needs always dependable to have all my questions answered quickly and efficiently.”
Best Financial Advisors near West Valley City, UT
There are no firms listed in West Valley City itself yet; the 24 below are the closest options, from Salt Lake City (19, 7 mi), West Jordan (3, 6 mi) and Park City (2, 27 mi).
2 open weekends · 22 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Butler Tax & Accounting
“Kevin (and everyone else we've worked with) has been fantastic in helping with taxes, saving money and helping me make educated decisions about my finances.”
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Decker Retirement Planning
- Pension Fund
- Confidence
- 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.”
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Park City Wealth Advisors
- Wealth Management
- Tax
- Success
“If you're seeking a wealth advisor who not only simplifies and clarifies but also takes a holistic approach to your family's financial well-being, Morgan at Park City Wealth Advisors is the perfect choice.”
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Sterling Financial Group
“I've been working with this team for 3 years and I couldn't be happier.”
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Truenorth Wealth - Financial Advisors
- Retirement
- Questions
- Internship
“Marty, Sam and the entire staff at True North helped us with complete retirement planning advise; including budgeting, insurance, savings, estate planning and investments.”
The 24 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
23 of the 24 firms on this page have a rating, from 4.4 to 5.0 across 436 reviews; 2 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), quality (79%) and responsiveness (79%). 2 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (5), retirement planning (5), estate planning (3), investment management (3) and tax planning (3). 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 46 years. 1 offers payment plans; 1 offers a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 15 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 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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Chipman Tax & Consulting
- Questions
- Small Business
- Saving
“Or the IRS, and put the blinders on in a last ditch effort to avoid the unavoidable, I relented and put out some feelers for a seasoned, well-qualified CPA.”
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Wealth Factory
- Building Wealth
- Information
- Plan
“They encompass all areas and help you to understand how to enrich all those pieces of the puzzle so that you have a successful, fulfilling and happy life.”
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Blue Barn Wealth
“I feel very comfortable having them help me.”
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Smedley Financial
“Very individualized and really care about me making money.”
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Austin Green, CFP - Mountain America Investment Services
“Mountain America always great good customer service thanks for all you do”
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Allen Financial
“Bret is so helpful and willing to help even if he is already very busy.”
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Financial Insight Center
“I have worked with several of the advisors at Financial Insight Center on a variety of 401k plans and always appreciate their professionalism as well as the friendliness of the supporting staff.”
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Zions Direct
“Of the collection they are looking for they give her?”
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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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Jeff Solomon - Raymond James
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Digital Financial Group
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Snowpine Wealth Strategies
- Retirement
- Fear
- Meeting
“When things were up I was feeling great but when things were down, my life became full of anxiety, worrying that I'd run out of money and that my wife and I would be on the streets”
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ARC Wealth Management
- Respectful
- Responsive
“I have successfully worked with this group for many years and am confident they always consider my needs as well as societal events in guiding my investments.”
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Veritas Wealth Management
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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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Alpha Wealth Funds
- Money
“I've been with the Insiders Fund for years, my trust and faith with Alpha Wealth is absolute; great organization to place your money and relax, enjoying above market returns.”
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Commodity Futures Utah
“Good neighbors.”
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Steward Financial Services
“Brandon and his team are great at investments and retirement planning.”
Retirement Planning and Investment Management Services in West Valley City, UT Cost Estimates
Minimum cost
$1195
Maximum cost
$10153
National Average
$3584
Avg Per Hour Rates
$359
$2389
$6570
Typical price range is based on 492 cost profiles
Why these companies made our list
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