Best Financial Advisors in Salt Lake City, UT

We did the hard work of finding trustworthy partners in Salt Lake City, UT. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Salt Lake City, UT Fiduciary Financial Advisors

Salt Lake Financial Advisors

5 out of 5

Location 36 State St, Salt Lake City, UT 84111, USA
Phone (801) 673-1294
Wilson Financial Advisors
Location 230 S 500 E Ste 120, Salt Lake City, UT 84102, USA
Phone (801) 355-5210
Kathryn Revels - TIAA Wealth Management Advisor
Location 505 Wakara Way Suite 220, Salt Lake City, UT 84108, USA
Phone (855) 200-0408
Douglas B. Arnell - BancWest Investment Services Wealth Financial Advisor
Location 142 E 200 S, Salt Lake City, UT 84111, USA
Phone (385) 210-4907
Edward Jones - Financial Advisor: Bill Anderson, CFP®

5 out of 5

Location 2005 E 2700 S Ste 100 B, Salt Lake City, UT 84109, USA
Phone (801) 467-2871
Morgan Stanley Financial Advisors

3 out of 5

Location 60 E S Temple St 20th Fl, Salt Lake City, UT 84111, USA
Phone (801) 578-8000
Jeff Solomon - Raymond James

5 out of 5

Location 2091 E 1300 S, Salt Lake City, UT 84108, USA
Phone (801) 466-2121
Veritas Wealth Management, LLC

5 out of 5

Location 2180 S 1300 E suite 360, Salt Lake City, UT 84106, USA
Phone (801) 596-9999
Bradley D Carter - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 2180 S 1300 E Ste 420, Salt Lake City, UT 84106, USA
Phone (801) 486-4595
Patrick A Porter - Financial Advisor, Ameriprise Financial Services, LLC
Location 60 E S Temple St Ste 950, Salt Lake City, UT 84111, USA
Phone (801) 568-2230
Financial Advisors | U.S. Bancorp Investments
Location 475 E 200 S, Salt Lake City, UT 84111, USA
Phone (801) 534-6098
Dale Charley Salazar - Financial Advisor, Ameriprise Financial Services, LLC
Location 438 E 200 S Ste 354, Salt Lake City, UT 84111, USA
Phone (801) 702-8833
Wallace E Beck Jr - Financial Advisor, Ameriprise Financial Services, LLC
Location 60 E S Temple St Ste 950, Salt Lake City, UT 84111, USA
Phone (801) 568-2268
Edward Jones - Financial Advisor: Laura A Harkort, CFP®|AAMS™
SEC File# 801-3297
CRD# 250

3 out of 5

Location 699 E S Temple St Ste 145, Salt Lake City, UT 84102, USA
Phone (801) 359-9449
Edward Jones - Financial Advisor: Andreas Harkort
Location 1234 S 1100 E Ste 201, Salt Lake City, UT 84105, USA
Phone (385) 259-6309
Image of Salt Lake City, UT
Image from Google Maps

About Salt Lake City, UT

Salt Lake City is the capital of Utah and the most populous city in the state. The city is home to the headquarters of The Church of Jesus Christ of Latter-day Saints (LDS Church) and is the principal settlement of the LDS Church. Salt Lake City is also home to the University of Utah, which is the flagship university of the state. Salt Lake City's economy is largely service-based, with top employers including Delta Air Lines, Wells Fargo, and Intermountain Healthcare. The city's major highways and streets include Interstate 15, Interstate 80, State Street, and Main Street. Salt Lake City's neighborhoods include Sugar House, The Avenues, Federal Heights, and Downtown.

Where Certified Financial Advisors in Salt Lake City, UT Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Salt Lake City, UT residents have a number of banking services available to them. Banks can provide checking and savings accounts, loans, mortgages, and other financial products and services. In addition, banks can offer a variety of technological tools to their customers, including online banking and mobile apps.

Insurance Broker

Salt Lake City, UT residents can benefit from working with insurance brokers. Brokers are knowledgeable about the different types of insurance policies and what would be the best fit for each individual or family. They work with a variety of companies to get the best rates for their clients. They also stay up-to-date on changes in the insurance industry so that they can provide the most accurate information to their clients.

Retirement Planning

Salt Lake City, UT residents can benefit greatly from working with a financial advisor when it comes to retirement planning. Financial advisors have the expertise and knowledge to help people create a plan that will best suit their needs and goals. Advisors can also help people stay on track with their plan, making sure they are making the right decisions when it comes to their finances.

Wealth Management

Salt Lake City, UT residents can benefit from wealth management in a number of ways. Wealth management can help residents protect their assets and grow their wealth over time. In addition, wealth management can help residents save money on taxes and plan for the future. Wealth management is an important tool for any resident of Salt Lake City, UT.

Estate Planning Lawyer

Salt Lake City, UT residents who have an estate plan in place can be assured that their loved ones will be taken care of after they die. However, many people do not have an estate plan, and this can lead to a lot of stress for their families during a difficult time. That's where estate planning lawyers come in. They can help Salt Lake City, UT residents create a comprehensive estate plan that will cover everything from healthcare wishes to asset distribution.

Mortgage Loan Officer

Mortgage loan officers can help Salt Lake City, UT residents in a number of ways. They can help people find the best mortgage rates, and they can also help people get pre-approved for mortgages. In addition, mortgage loan officers can help people understand the terms of their mortgages, and they can also help people find the right type of mortgage for their needs.

Tax Services

Salt Lake City, UT residents can benefit from the help of tax accountants. Tax accountants are experts in preparing and filing taxes, and they can save taxpayers a lot of money. The services of tax accountants are especially important for people who own their own businesses. Business owners have to file different kinds of taxes, and they often need help to make sure they're doing everything correctly. Tax accountants can also help people with their personal income taxes. They know all the deductions and credits that people are allowed to claim, and they can help them get the most money back.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Salt Lake City, UT