In late 2016, I was presented with a real estate investment at one of their dinner seminars that…read moreturned out to be a REIT with a high commission paid to Bangerter. At the time, I was told it was a 5-8 year hold and because the investment involved real estate, once the properties were sold, I would be eligible to do a 1031 Tax Deferred Exchange. I did receive a 5% annual payment return on my $50000 investment. For a few years, Bangerter's name was on the statements in small print but they did not oversee the account. They basically got paid a commission. Over the years, the monthly statements would show a current value and that value was slowly going up. At the end of 2024, the value was about $67000. Then, about April 3, 2025, I get a letter explaining that the REIT had gone Public and 4400 shares had converted to 1115. The stock value was around $32 a share at that time, so now my account had a value of $35600 plus the annual dividend was reduced to 1.87%. On top of that, since we were considered an original investor, we could not sell our stock for 6 months. Now the 6 months is over and the value is $39,900, still well below my $50000 original investment nearly 9 years ago. Oh! I also transferred our retirement accounts back in 2016 to Bangerter and opened a brokerage account through them. The retirement accounts were put in Mutual Funds. After a year, the value of the retirement accounts did not move much. My brokerage account that I chose individual stocks was up nearly 60%. I transferred my accounts to another company where the financial planner and I talked the same talk about stocks. I am still there! So don't be fooled by fancy presentations and be satisfied with 7%-9% return.

Gaston is the utmost professional. The first time we met with him he listened to our needs and…read moreexplained all our options. We had a very difficult transaction that involved an estate, partnership, and business deal. Gaston facilitated numerous emails, calls, and meetings with not only our family but with our CPA's and attorneys. He described the DST process in a way that we understood. He has a very welcoming demeanor and makes you feel comfortable. He built trust with us through this whole process, I would highly suggest Gaston to anyone who has a financial need, no situation is too difficult for him.

Brad has help my family and myself for years. Great guy who knows his stuff. Highly recommended.read more

I have been working with Jeff and Camille and the Monolith staff for many great years. I feel…read morecompletely confident in their understanding of my financial goals and their strategies to help me succeed in meeting them. I have always been treated with patience and respect and a genuine interest in my peace of mind, financially. I am also very impressed with their devotion to ongoing education in the complexities of the financial world. I highly recommend the Monolith Financial organization to those seeking financial understanding and success.

We have been doing business with Jeff Mitchell for many years and I just wanted to acknowledge his…read morevery professional Financial group. We have always been treated very special and have been given excellent financial advise. Jeff's staff is also superb. I would recommend Monolith Financial Group to anyone that cares about their financial health.

Duane is courteous, professional, and a pleasure to work with. He has clear communication and…read moredecades of experience in the industry. I highly recommend him and know that he is the best option around. And thank you Duane for your courteous manner and consistency, it is always appreciated.

I have been renting from Duane for going on 3 years. He addresses any and all issues swiftly and…read moregets them back up and functioning again. Duane provides a safe, clean and reasonably priced properties. I have rented from numerous private landlords as well as property managers, Duane hands down is a honest and professional businessman. I would recommend Duane and would not hesitate to rent from him again.

The financial adviser and planner for this location is Anthony Wright. I recently entrusted him…read morewith my retirement accounts and I have to say that he has been here for me even through these trying economic times. Anthony keeps me apprised by phone, mail or email with the latest local and world investments, money management, and tax questions. He's always available to answer or research my questions and make recommendations as needed. I find him to be wise and knowledgeable about every aspect of the financial world. I'm very impressed at how well informed he is and enjoys his job. In return, he passes this knowledge on to his clients, (even if you don't want to know), because frankly the stock market has been pretty scary these days! But at least his positive attitude and reassurances have helped me to at least get some sleep at night! I'm feeling more comfortable now that my retirement plan is in good hands. (Now if only he was psychic)!

Anthony was so helpful and made tax filing easy! We appreciate his tax expertise and willingness…read moreto explain the latest tax laws & changes. His office offers a friendly trustworthy, environment.

Phil and his staff are outstanding. They are very professional and want the best for their…read moreclients. The office is friendly, and Phil will take the time to educate each client on their investments and over-all goals. Prior to starting with Plan Well Live Well, I was with another advisor. I am so glad that I made the change.

Phil & his staff are excellent. He has directed us and our retirement investments for the past 13…read moreyears. I had to retire early due to health issues. Phil made sure our investments would provide returns without having too much risk. This was important to us. He listened! We are now fully retired without the worry of knowing if we will have enough funds to live comfortably through retirement. Both Phil and his staff are caring and provide individualized and thoughtful services. We are so glad we chose him to manage our retirement funds!

We were nervous to go see a financial advisor as we had never met with one before. Kyle was…read morereferred to us by some friends that work with him. They spoke very highly of him. He didn't try to sell us products and wasn't pushy at all. We are super happy with Kyle, and we are glad we chose him!

These guys are awesome. Everyone in the team was fantastic and we had so much fun. Marsha is the…read morebest !