I have been with ROI for many years. They have been wonderful to work with. Always keeping me…read moreupdated on all my finances, meeting with me personally or by phone answering questions and helping me make the most of my financial portfolio. Their newsletters are informative not only on my personal finances but also on how to prepare myself for the future. I fill confident in there advice and dealings with my money because they are very honest and genuine. I would recommend them to anyone looking for someone to help them with their finances.

From the owner: R.O.I. Wealth Management based in Lehi, Utah is a fee-only wealth management and financial planning…read morefirm that helps client effectively and efficiently meet their financial goals. Out financial advisors are certified financial planner recipients. R.O.I. Has been in business since 1992.

The 2 brothers are scammers. They take advantage of elderly people by giving them false and…read moremisleading information.

Contacted B.O.S.S. after hearing advertisements. Learned some valuable information. Looked into…read morepossibly changing my life insurance to them, but made it very clear NOT to change it without my approval. Last week I received a letter from my life insurance company wanting to know why I changed and wanting me to change back. WHAT? I did NOT change. I have contacted the insurance commission in Utah and plan to file a formal complaint.

I'll give an update since writing this review the daily calls from Flagship Financial have stopped…read more The owner attempted to contact me as well. I gave an additional star for this. It still is not right that I have phone records of daily calls, sometimes multiple a day from this organization. Especially when I'm a former customer and would have possibly been a return customer had they not started this predatory lending behavior, and lack of respect when asked to be removed from the call list by two sales agents who continued to call. The other organizations I've refinanced with respect their customers and only send me a greeting card on a holiday or such. Not a single sales call.

I too am a veteran who has had a pretty crappy experience with this company. They refinanced my…read morehome a year ago and failed to set up enough money in my escrow account. My mortgage has gone up $60 a month to account for this oversight. I have tried to contact them and explain my situation. Three voicemails and zero returned calls later I decided to write this review. DO NOT USE THEM! It is that simple. After the loan is closed there is no customer service. Not a very good way to treat people who have given years of their life to serve this great nation.

Recently had the chance to meet with Mike in person at his nice and convient location near…read moreThanksgiving Point. Great info, great planning and very professional. Thanks Mike!

I attended Michael Stevens' presentation where he said he'd do a social security analysis whether a…read moreperson had money to give them or not. He said he felt it's a service he can provide. So, I sent them all the financial information I had to give. I talked to one of their salesmen about my intentions. And, they sent back an email saying they won't do a social security analysis unless I'm on track to give them my money. After that 180, I wouldn't give them any money, even if I wanted them to manage it. I wouldn't trust a Donald Trump to manage my retirement money. In my world, if you make a commitment to do a service for a person, saying up front it's a favor, you do it. You don't change your story when it looks like you might not make easy money on someone.

Have worked with Devin and crew several years now. Attentive, listens to my thoughts and concerns…read more Has many great ideas on tax topics as well. Also has tax service under their umbrella, which makes tax time a breeze.

Amazing investment advisor! Very professional and knowledgeable. Devin and his team walked us…read morethrough several options and helped us decide on a plan that worked for us! Highly recommend Brighter!

We meet at least annually with Arrin Wray of Decker Retirement. He is a true professional and knows…read morehis stuff. That is obviously what you need first and foremost in a financial investment guy. We also particularly appreciate his patience with us and his thoroughness in answering our questions and ensuring that we understand the strategies that are being employed in our behalf. This works well for us because my wife and I understand the financial world differently. He always makes sure that we are informed regarding new Decker investment offerings and how they might potentially benefit us without employing any pressure. All that said, as a bonus, he is a class act and a gentleman.

From the owner: Our mission is to objectively and mathematically show each person that walks through our doors how…read morethey can enjoy the retirement they have been wanting for their entire life. We work with individuals who are retired or retiring in the next 5-10 years, have a nest egg of at least 350K, and typically deal with at least 1 of these 3 issues: They are either scared to death about running out of money or knowing when they can retire. They are sick and tired of losing money they spent their whole career saving, and it's being taken because of stock market volatility. Or, they are worried about increasing taxes. If you fit 1 or more of these issues, we can help. Reach out and one of our assistants will respond and provide additional information to see how we can be of service to you.

My Wife paid a delinquent overdraft before it was 30 days overdue, the woman she spoke to said the…read morepayment would process in time without affecting her credit. The UCCU employee talked my wife out of using a card for an $8 fee. She was wrong, my Wife has communicated with UCCU and they admitted that the employee was incorrect but they refuse to retract their report to the credit agencies.

From the owner: Utah Community Credit Union has partnered with some of the most trusted companies to assist you…read morewith your family's financial planning.

I was able to get approved for a better life insurance policy faster and easier than I ever thought…read morepossible. Wes was incredible to work with--professional, knowledgeable, and genuinely focused on what was best for me and my family. He made the entire process smooth and stress-free, and I now feel confident knowing my family's future is secure. Highly recommend Praxis Insurance Partners for any insurance needs. Absolutely top-tier service!

From the owner: Praxis Insurance Partners specializes in tailored insurance solutions that give you peace of mind…read more Our clients love our fast, personalized approach and our knack for saving them money with competitive rates. Our creative solutions, like using annuities or whole life insurance for business succession or estate planning, ensure your financial dreams are secure. With hands-on support, clear guidance, and a passion for empowering Utahns, we’re your trusted partner for financial peace of mind. Connect with us today!

Samuel Brian Wilkinson, trusted financial advisor; no more. No longer registered as a financial…read moreadvisor as of 2021 and involved this elderly widow in his own projects, where he has financial stakes, which were not disclosed. No financial statements for over over two years. He and his associate, Jennifer Rasmussen, placed my limited resources into questionable ventures which include TriVivia Medical in Lehi, Utah of which both parties are operating officers.