Best Financial Advisors in South Jordan, UT

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List of Firms

South Jordan, UT Fiduciary Financial Advisors

Casull Financial Advisory
Location 10421 S Jordan Gateway #600, South Jordan, UT 84095, USA
Phone (801) 495-7070
Sage Wealth Management
SEC File# 801-71546
CRD# 151298
Location 10421 S Jordan Gateway #600, South Jordan, UT 84095, USA
Phone (801) 576-2611
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Cowdell Investments, LLC

5 out of 5

Location 10808 S River Front Pkwy Suite 3041, South Jordan, UT 84095, USA
Phone (801) 599-0787
Granite Canyon Wealth Management
Location 1124 S Jordan Pkwy Suite D, South Jordan, UT 84095, USA
Phone (435) 865-7135
Archie Tanaka - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10808 S River Front Pkwy Ste 374, South Jordan, UT 84095, USA
Phone (801) 984-2886
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Steven Shelton - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 869 Baxter Dr, South Jordan, UT 84095, USA
Phone (801) 984-2711
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Michelle A Chadwick
SEC File# 801-3297
CRD# 250
Location 9978 S Redwood Rd Suite 772, South Jordan, UT 84095, USA
Phone (801) 254-2229
ABW Advisors
Location 10808 S River Front Pkwy #315, South Jordan, UT 84095, USA
Phone (801) 285-6116
Ray DeWitt, Dewitt Wealth Management LLC

5 out of 5

Location 10808 S River Front Pkwy #340, South Jordan, UT 84095, USA
Phone (801) 984-3354
Divergent Wealth Advisors
SEC File# 801-110400
CRD# 286383

5 out of 5

Location 489 S Jordan Pkwy Suite 310, South Jordan, UT 84095, USA
Phone (385) 237-4000
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Tyler H Nichols - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 869 Baxter Dr, South Jordan, UT 84095, USA
Phone (801) 984-2711
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Mike Rawlings, Financial Advisor
Location 897 West Baxter Dr, South Jordan, UT 84095, USA
Phone (801) 327-7222
Wealthcare Advisory Group
Location 10808 S River Front Pkwy Suite 308, South Jordan, UT 84095, USA
Phone (801) 984-8056
Freedom Point Financial
Location 10808 S River Front Pkwy #375, South Jordan, UT 84095, USA
Phone (801) 984-8066
Edward Jones - Financial Advisor: Jeremy Hancock, AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1644 W Towne Center Dr #3, South Jordan, UT 84095, USA
Phone (801) 495-4992
Premier Choice Wealth Advisors
Location 3672 S Jordan Pkwy # 101, South Jordan, UT 84095, USA
Phone (801) 441-6411
Edward Jones - Financial Advisor: Robert R Hutton
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1309 S Jordan Pkwy Suite 120, South Jordan, UT 84095, USA
Phone (801) 987-5933
Segelke Financial Group

4 out of 5

Location 10808 S River Front Pkwy #351, South Jordan, UT 84095, USA
Phone (801) 987-3973
Lifetime Financial
Location 10808 S River Front Pkwy #3075, South Jordan, UT 84095, USA
Phone (801) 243-8642
Randy Finneman - Financial Advisor
Location 10404 S Redwood Rd, South Jordan, UT 84095, USA
Phone (801) 488-6764
Edward Jones - Financial Advisor: Chance L Hiskey, AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1644 W Towne Center Dr #3, South Jordan, UT 84095, USA
Phone (801) 495-4992
James Rawlings CFP® AIF ®, Financial Advisor
Location 897 Baxter Dr, South Jordan, UT 84095, USA
Phone (801) 327-7222
True Wealth International LLC
Location 2031 Meridies Dr, South Jordan, UT 84095, USA
Phone (801) 676-9819
Jodi Vawdrey, Financial Advisor

5 out of 5

Location 897 Baxter Dr, South Jordan, UT 84095, USA
Phone (801) 205-8857
Brandon S Atkinson, ChFC, LUTCF, PPC - Prudential Advisors
Location 10808 S River Front Pkwy #275, South Jordan, UT 84095, USA
Phone (801) 937-3363
Nimble Investments Advisors LLC
Location 10808 S, S River Front Pkwy, South Jordan, UT 84095, USA
Phone (801) 654-3057
FBL Financial Services
Location 3672 S Jordan Pkwy, South Jordan, UT 84095, USA
Phone (801) 302-3460
Keystone Financial Edge, Inc
Location 2838 W 9760 S, South Jordan, UT 84095, USA
Phone (801) 446-2520
Edward Jones - Financial Advisor: Sean Pacheco, CRPC®
SEC File# 801-3297
CRD# 250
Location 1314 W 11400 S Suite 101, South Jordan, UT 84095, USA
Phone (801) 254-4500
D.A. Davidson & Co.
Location 489 S Jordan Pkwy Suite 210, South Jordan, UT 84095, USA
Phone (801) 304-8260
Lift Financial

5 out of 5

Location 1802 UT-151 Suite 130, South Jordan, UT 84095, USA
Phone (385) 337-1900
Advanced Financial Strategies
SEC File# 801-57835
CRD# 108296
Location 3236 Cameron Park Ct, South Jordan, UT 84095, USA
Phone (801) 446-2849
Cambridge Financial Group
SEC File# 801-110472
CRD# 117428

4 out of 5

Location 10813 S River Front Pkwy Suite 575, South Jordan, UT 84095, USA
Phone (801) 424-0020
Integrated Financial Group

5 out of 5

Location 10610 S Jordan Gateway Suite 210, South Jordan, UT 84095, USA
Phone (801) 993-0550
Rainier Investment
Location 11009 Shelwood Cir, South Jordan, UT 84095, USA
Phone (801) 253-7750
Summit Financial & Investment Group

4 out of 5

Location 10421 S Jordan Gateway # 600, South Jordan, UT 84095, USA
Phone (801) 944-4320
Nettworth Financial Group
Location 10421 S Jordan Gateway # 600, South Jordan, UT 84095, USA
Phone (801) 576-2626
Colwyn Investments
Location 10923 S Redwood Rd, South Jordan, UT 84095, USA
Phone (801) 254-0084
B.O.S.S. Retirement Solutions South Jordan Office
SEC File# 801-117974
CRD# 171143

5 out of 5

Location 10355 S Jordan Gateway #100, South Jordan, UT 84095, USA
Phone (801) 990-5055
Brevity Wealth Solutions
Location 1218 S Jordan Pkwy, South Jordan, UT 84095, USA
Phone (801) 988-6488
Accuplan Benefits Services

4 out of 5

Location 406 S Jordan Pkwy #640, South Jordan, UT 84095, USA
Phone (800) 454-2649
Image of South Jordan, UT
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About South Jordan, UT

South Jordan is a city in the south part of the Salt Lake Valley, Utah. It was incorporated on December 28, 2004. The city lies in the heart of the fastest-growing area in the State of Utah and has a population of just over 50,000 as of the 2010 census. Major landmarks in South Jordan include the Daybreak Community, Draper Temple, and The Shops at South Town. The top employers in South Jordan are IHC Hospitals, Vivint, and Jordan School District. Major highways and streets in South Jordan include State Route 151 (Bangerter Highway), State Route 154 (Draper Parkway), and Interstate 15. The neighborhoods in South Jordan are generally classified as either rural or suburban.

Where Certified Financial Advisors in South Jordan, UT Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of any community, and South Jordan, UT is no different. Banks provide many essential services to their customers, including checking and savings accounts, loans, credit cards, and more. They also offer valuable advice on financial planning and investing.Banks in South Jordan can be especially helpful to small business owners. They can provide guidance on which type of account is best for a small business, help with loan applications, and give tips on how to manage finances wisely. In addition, banks often have special programs for small businesses that offer lower interest rates or waived fees.

Insurance Broker

Residents of South Jordan, UT can benefit from the services of insurance brokers. These professionals can help people find the best policies for their needs, and they can also provide information about how to make a claim if something goes wrong. In addition, insurance brokers can help people save money on their premiums.

Retirement Planning

In order to provide the best retirement planning advice for their clients, financial advisors in South Jordan, UT must first understand what their clients' goals and needs are. Some of the factors that should be taken into account include how much money the client has saved up so far, when they want to retire, and whether they plan on withdrawing money from their retirement savings account regularly or not. Financial advisors can also help their clients save money on taxes by setting up a retirement account that offers tax deductions.

Wealth Management

South Jordan, UT residents can benefit from wealth management services in order to make the most of their money. A wealth manager can help you save for retirement, invest your money wisely, and protect your assets. They will work with you to create a plan that meets your specific needs and goals.

Estate Planning Lawyer

Estate planning lawyers in South Jordan, UT can help residents protect their assets and plan for the future. While everyone should have a basic estate plan in place, there are many special considerations that need to be taken into account when planning for a family member with special needs. An experienced estate planner can help you navigate the complex legal waters and make sure your loved one is taken care of long after you're gone.

Mortgage Loan Officer

Mortgage loan officers in South Jordan, UT can help residents by providing them with the best home loans available. They have access to a variety of lenders and can help you find the right loan for your needs. They will work with you to get the best interest rate and terms possible. And they can help you through the entire process, from application to closing.

Tax Services

Residents of South Jordan, UT can take advantage of the many services offered by tax accountants. These professionals can help residents save money on their taxes and file their returns quickly and easily. In addition, tax accountants can offer advice on how to reduce one's tax liability in the future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in South Jordan, UT