Best Financial Advisors in Draper, UT

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Draper, UT Fiduciary Financial Advisors

SEC File# 801-79648
CRD# 170774
4 out of 5
Location 12012 S 700 E, Draper, UT 84020, USA
Phone (801) 676-4549
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 2:00 PM Saturday: Closed Sunday: Closed
Trajan Wealth
SEC File# 801-100392
CRD# 158847
4 out of 5
Location 13907 Minuteman Dr Suite 125, Draper, UT 84020, USA
Phone (801) 899-7600
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Financial Advisors in Draper, UT

Where Certified Financial Advisors in Draper, UT Serve

Draper, UT is a bustling city with a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it a sought-after place to live. From the stunning Draper City Park to the impressive Loveland Living Planet Aquarium, there is no shortage of things to see and do in this vibrant city. Top employers like eBay, 1-800 Contacts, and EMC Corporation call Draper home, making it a hub for technological innovation and economic growth. Major highways and streets like I-15, Bangerter Highway, and 12300 South provide easy access to the rest of the state, while neighborhoods like SunCrest and Steeplechase offer stunning views of the surrounding mountains and valleys. With so much to offer, it's no wonder that Draper, UT is a top destination for those seeking a high-quality of life in a thriving community.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Draper, UT are serviced by banks in a variety of ways. One of the most common ways is through traditional banking services such as checking and savings accounts, loans, and mortgages. Many banks in Draper also offer online banking and mobile apps to make it easier for residents to manage their finances on the go. Additionally, Draper is home to several credit unions that offer unique benefits and services to their members. For example, the Mountain America Credit Union in Draper offers a special program for first-time homebuyers that provides assistance with down payments and closing costs. Overall, the banking options in Draper cater to the diverse needs of its residents and provide convenient and accessible financial services.

Insurance Broker

Residents of Draper, UT could greatly benefit from the services of an insurance broker. With the area's high cost of living and frequent natural disasters, such as wildfires and earthquakes, it is important for residents to have comprehensive insurance coverage. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their specific needs and budget. Additionally, with the growing number of small businesses and entrepreneurs in Draper, an insurance broker can assist in finding the right business insurance to protect their assets and liability. Overall, an insurance broker can provide peace of mind and financial security for residents of Draper, UT.

Retirement Planning

Residents of Draper, UT could benefit greatly from the guidance of a retirement planner. With a population that has a median age of 34.5 years old, many individuals may not have given much thought to their retirement plans. A retirement planner can help residents of Draper, UT create a personalized plan for their future that takes into account their unique financial situation, goals, and aspirations. They can provide advice on how to save for retirement, create a budget, and invest wisely. Additionally, a retirement planner can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits. With the help of a retirement planner, residents of Draper, UT can feel confident that they are taking the necessary steps to ensure a comfortable and secure retirement.

Wealth Management

Residents of Draper, UT can benefit greatly from the services of a wealth manager. With its growing population and thriving economy, Draper offers ample opportunities for individuals to build their wealth. A wealth manager can help residents of Draper by providing personalized financial planning and investment strategies that are tailored to their unique needs and goals. In particular, residents of Draper may benefit from the expertise of a wealth manager in navigating the local real estate market, which has seen significant growth in recent years. A wealth manager can also provide guidance on tax planning, retirement planning, and estate planning, helping residents of Draper to secure their financial futures and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Draper, UT can benefit greatly from the services of a mortgage loan officer. These professionals can assist with securing financing for a new home purchase, refinancing an existing mortgage, or obtaining a home equity loan. One specific benefit for residents of Draper is the ability to take advantage of the city's growing real estate market. With a population of over 47,000 and a median home value of $557,000, Draper offers many opportunities for homebuyers and sellers alike. A mortgage loan officer can help navigate the competitive market and find the best financing options for each individual's unique situation. Additionally, with the city's proximity to Salt Lake City and the Wasatch Mountains, a mortgage loan officer can help residents take advantage of the area's many outdoor recreational opportunities while still maintaining a comfortable and affordable home.

Tax Services

Residents of Draper, UT can benefit greatly from the expertise of a tax advisor in a number of ways. One of the most common ways a tax advisor can help is by providing guidance on how to navigate the complex tax laws and regulations specific to Utah. For example, Draper residents may need assistance with state and local taxes, such as the Utah state income tax and the Salt Lake County sales tax. Additionally, a tax advisor can help residents understand how to maximize deductions and credits, and avoid costly mistakes that could result in penalties or audits. With the help of a knowledgeable tax advisor, Draper residents can feel confident that they are making informed decisions about their finances and minimizing their tax liability.

Estate Planning Lawyer

Residents of Draper, UT would greatly benefit from the assistance of an estate planning lawyer in a variety of ways. One specific way that an estate planning lawyer could help residents of Draper is by providing guidance on how to protect their assets from the high cost of long-term care. With a large senior population in Draper, many residents may require long-term care in the future, which can quickly deplete their savings and assets. An estate planning lawyer can help residents create a plan that ensures their assets are protected and that they are able to receive the care they need without worrying about the financial burden it may place on their loved ones. Additionally, an estate planning lawyer can assist residents in creating a comprehensive estate plan that covers everything from wills and trusts to powers of attorney and healthcare directives, ensuring that their wishes are carried out and their loved ones are protected.


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