Best Financial Advisors in Bountiful, UT

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List of Firms

Bountiful, UT Fiduciary Financial Advisors

SEC File# 801-57434
CRD# 11025
Location 280 W 1500 S, Bountiful, UT 84010, USA
Phone (801) 299-3900
Edward Jones - Financial Advisor: Dustin R Kazmar
5 out of 5
Location 160 N Main St, Bountiful, UT 84010, USA
Phone (801) 292-2061
Financial Wellness Group
Location Bountiful, UT 84010, USA
Phone (801) 296-6300
Capital Growth Management Inc
Location 1355 S Main St #500, Bountiful, UT 84010, USA
Phone (801) 690-5899
Bountiful Peak Advisors (formerly Shaw & Co., P.C.)
5 out of 5
Location 1564 500 W #201, Woods Cross, UT 84087, USA
Phone (801) 294-3155
Alliance Wealth Advisors
SEC File# 801-121605
CRD# 314668
Location 150 N Main St #202, Bountiful, UT 84010, USA
Phone (801) 683-6000
Sell Structured Settlement Advisors
Location 30 N 600 E, Bountiful, UT 84010, USA
Phone (801) 597-6500
Bangerter, Lund & Associates
5 out of 5
Location 300 S 200 W, Bountiful, UT 84010, USA
Phone (801) 397-1000
Utah Annuities
Location 110 N Main St, Bountiful, UT 84010, USA
Phone (435) 590-2190
Wealth Innovation Group
Location 1148 Legacy Crossing Blvd Suite 350, Centerville, UT 84014, USA
Phone (385) 489-0984
Paramount Tax & Accounting CPAs of Bountiful
5 out of 5
Location 190 N Main St #125, Bountiful, UT 84010, USA
Phone (801) 683-9734
Strategic Tax Planning LLC
Location 190 S Main St, Bountiful, UT 84010, USA
Financial Advisors in Bountiful, UT

Where Certified Financial Advisors in Bountiful, UT Serve

Bountiful, UT is a charming city nestled in the foothills of the Wasatch Mountains. It boasts several landmarks, including the Bountiful Utah Temple, a stunning edifice that stands as a testament to the city's strong religious roots. The city is also home to the South Davis Recreation Center, a state-of-the-art facility that offers a variety of activities for residents of all ages. Top employers in Bountiful include Intermountain Healthcare, Davis School District, and Smith's Food and Drug. These companies provide a diverse range of job opportunities for residents, from healthcare and education to retail and customer service. Major highways and streets in Bountiful include I-15, Highway 89, and 500 West. These thoroughfares connect the city to other parts of the state and make commuting a breeze. Neighborhoods in Bountiful include the historic downtown area, which features charming shops and restaurants, as well as newer developments like Val Verda and Summerwood.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Bountiful, UT have a variety of options when it comes to banking services. The most common ways that residents are serviced by banks include opening checking and savings accounts, applying for loans and credit cards, and utilizing online banking services. Additionally, many banks in Bountiful offer investment and retirement planning services to help residents achieve their financial goals. One specific aspect of Bountiful that sets it apart from other cities is its close proximity to the beautiful Wasatch Mountains. Many banks in the area offer special programs and services tailored to outdoor enthusiasts, such as rewards programs for purchases of outdoor gear or discounts on ski lift tickets.

Insurance Broker

Residents of Bountiful, UT can benefit greatly from the services of an insurance broker. With the unique weather patterns that affect the area, such as heavy snowfall and occasional flash floods, it's important for residents to have the appropriate insurance coverage to protect their homes and property. An insurance broker can help residents navigate the complex world of insurance policies and find the right coverage at an affordable price. Additionally, with the high cost of healthcare in the United States, an insurance broker can assist residents in finding health insurance plans that meet their specific needs and budget. By working with an insurance broker, residents of Bountiful can have peace of mind knowing that they are fully protected and prepared for any unexpected events.

Retirement Planning

Residents of Bountiful, UT can benefit greatly from the services of a retirement planner. With a population of around 44,000, Bountiful is a small city with a strong sense of community. Many residents have worked hard throughout their lives and are now approaching retirement age. A retirement planner can help these individuals navigate the complexities of retirement planning, ensuring that they have a solid financial plan in place for their golden years. This may include creating a budget, developing an investment strategy, and identifying potential sources of income. Additionally, a retirement planner can help Bountiful residents maximize their retirement savings by taking advantage of tax-advantaged accounts and other investment opportunities. Overall, a retirement planner can provide invaluable guidance and support to help Bountiful residents achieve their retirement goals and enjoy a comfortable, secure future.

Wealth Management

Residents of Bountiful, UT could be greatly assisted by a wealth manager in a number of ways. For example, a wealth manager could help residents in the area with retirement planning, investment management, and estate planning. Given the relatively high cost of living in Bountiful, UT, a wealth manager could help residents navigate the complexities of saving for retirement and investing their money in a way that maximizes their returns. Additionally, a wealth manager could help residents with estate planning, which is especially important in a state like Utah where estate taxes can be relatively high. Overall, a wealth manager could provide valuable guidance and support to residents of Bountiful, UT as they navigate the challenges of managing their finances and planning for the future.

Mortgage Loan Officer

Residents of Bountiful, UT can benefit greatly from the services of a mortgage loan officer. These professionals can assist with the process of obtaining a mortgage, which can be particularly helpful in a city like Bountiful, where the median home value is higher than the national average. A mortgage loan officer can help residents navigate the complex process of securing a loan, including finding the right lender, determining the appropriate loan amount, and understanding the terms and conditions of the mortgage. Additionally, they can provide guidance on the various types of mortgages available, such as fixed-rate or adjustable-rate loans, and help residents select the option that best fits their needs and budget. With the help of a mortgage loan officer, residents of Bountiful can feel confident in their ability to purchase their dream home.

Tax Services

Residents of Bountiful, UT could benefit from the expertise of a tax advisor in a number of ways. For example, Bountiful is known for its high cost of living, which can make it difficult for many residents to save money. A tax advisor could help these residents identify tax breaks and deductions that could help them keep more of their hard-earned money. Additionally, Bountiful is home to many small business owners who may need help navigating the complex tax code. A tax advisor could provide these entrepreneurs with guidance on everything from payroll taxes to deductions for business expenses. Finally, Bountiful is located in a state with unique tax laws, which can be confusing for many residents. A tax advisor who is familiar with Utah's tax code could help residents understand their tax obligations and avoid costly mistakes.

Estate Planning Lawyer

Residents of Bountiful, UT can benefit from the expertise of an estate planning lawyer in many ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after their passing. This is especially important in Bountiful, which has a high percentage of elderly residents. An estate planning lawyer can also help residents protect their assets from creditors and minimize taxes on their estate. Additionally, they can assist with establishing guardianships and conservatorships for minor children or incapacitated adults. Overall, an estate planning lawyer can provide peace of mind and security for residents of Bountiful, UT.


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