DO NOT USE THIS PERSON. He mishandled our funds for years and our bad for trusting him. He took…read morecommissions and made recommendations on funds which he earned bonuses - but year over year had losses. All the while not telling the truth, those funds literally never made a dime. He did not rebalance nor manage anything. You will LOSE money with this person.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Trusting Rob with my money is trusting Rob with my life. I was not happy with my prior financial…read moremanagement service, and so I switched to Rob. He's been great! He is incredibly responsive, knowledgeable and dependable. He takes the time to work things through with me to best meet my needs. He is supportive and kind. He is just the best!

Rob has been our financial manager for a few years now and we could not be happier. He is always…read moreavailable for questions, he is incredibly knowledgeable and easy to work with, and we feel confident our money is in good hands. Rob has been great at being upfront and honest about our financial situation and is working with us to help reach our retirement goals. He is always willing to discuss the current market and calm fears about volatility. I highly recommend Rob!

I did a lot of research before selecting someone who would be taking care of my life savings. I…read moreknew that I wanted a fiduciary A person that would put my interests first, before some investment group. When I found Jeff he checked all the boxes. He was very knowledgeable and easy to talk to. He was able to answer all of my questions and put me at ease. A real professional excited about his work and taking care of me! I have been with him for about six years now, no regrets. Give him a look if you are interested in finding a good investment.

From the owner: Custom Financial Plans, Retirement Income Planning, Active Investment Management, Income and Estate…read moreTax Reduction, Medicaid Planning, Tax Planning, Social Security Maximization, Risk Management, Business Succession Planning

Catherine is a real pro. She understands the challenges and feelings people have when they are…read morefaced with a debt tsunami. She knows people can feel lost and overwhelmed when facing their situation. With a thoughtful and structured approach, she will help you find financial freedom!

Catherine is absolutely incredible at what she does. She has helped me with my road to better…read morefinancial success without the shame or judgment. She doesn't care how you got to where you're at, she just wants to see you succeed. I highly recommend Catherine to help you on your financial journey.

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!

Because of Megan's guidance over the last 5 years I was able to retire earlier than I expected,…read morewithout feeling the crunch of a fixed income. I cannot recommend her enough!

Teamed up with Afortus for over nine years and have benefited from the daily preset appointments…read moreand ongoing training. Their systems and tools have given me the consistency, support needed to succeed and achieve my income goals. And on top of that everything is done remotely. Thanks Afortus.

Good company that provides leads rather than selling them to you. Gives you the flexibility to work…read moreon a weekly schedule with hours you set for yourself.