Best Financial Advisors in Wasatch County, UT

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List of Firms

Wasatch County, UT Fiduciary Financial Advisors

Park City Wealth Management
Location 2029 Sidewinder Dr, Park City, UT 84060, USA
Phone (435) 655-7900
Edward Jones - Financial Advisor: Susanne C Thalman, AAMS™
SEC File# 801-3297
CRD# 250
Location 1790 Sun Peak Dr Suite B 103, Park City, UT 84098, USA
Phone (435) 649-3077
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 – 3:00 PM Saturday: Closed Sunday: Closed
Merrill Financial Associates

4 out of 5

Location 3549 N University Ave # 175, Provo, UT 84604, USA
Phone (801) 356-7100
Farm Bureau Financial Services Zachary Anderson

5 out of 5

Location 1268 US-189 #600, Heber City, UT 84032, USA
Phone (435) 654-4110
Carina Knecht - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 383 N State St Ste 102D, Orem, UT 84057, USA
Phone (435) 503-8559
Wells Fargo Advisors
Location 5 S Main St, Heber City, UT 84032, USA
Phone (435) 657-4000
Merrill Lynch Wealth Management Advisor D. Scott Hullinger
Location 5152 N Edgewood Dr Suite 300, Provo, UT 84604, USA
Phone (801) 426-6034
Timpanogos Financial Advisors

5 out of 5

Location 821 N 900 W Suite 300, Orem, UT 84057, USA
Phone (801) 607-5670
Edward Jones - Financial Advisor: Jordan Wilkins
SEC File# 801-3297
CRD# 250
Location 15 E 200 N, Alpine, UT 84004, USA
Phone (801) 492-4810
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
M K Investment & Holding
Location 41 W Main St, Midway, UT 84049, USA
Phone (435) 654-9992
Merchant Solution Services

5 out of 5

Location 2 S Main St #2g, Heber City, UT 84032, USA
Phone (435) 657-6763
Peterson Wealth Advisors
SEC File# 801-68917
CRD# 146349

5 out of 5

Location 360 W 920 N, Orem, UT 84057, USA
Phone (801) 225-0000
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: Joe Cronley, CFP®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1920 Prospector Ave Suite 101, Park City, UT 84060, USA
Phone (435) 615-2009
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 – 3:30 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Craig G Smith
SEC File# 801-3297
CRD# 250
Location 3325 N University Ave #250, Provo, UT 84604, USA
Phone (801) 373-3763
Bank of Utah - Heber

5 out of 5

Location 620 W 100 S, Heber City, UT 84032, USA
Phone (435) 654-1300
Financial Advisors | U.S. Bancorp Investments
Location 1514 Park Ave, Park City, UT 84060, USA
Phone (435) 647-0417
Edward Jones - Financial Advisor: Brandon M Smith, CRPC®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 5252 Edgewood Dr Suite 110, Provo, UT 84604, USA
Phone (801) 691-0211
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
Edward Jones - Financial Advisor: Steven J Monson, CFP®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 3325 N University Ave Suite 250, Provo, UT 84604, USA
Phone (801) 373-3763
Five Seasons Financial Planning LLC
Location 4505 Wasatch Blvd E # 370, Salt Lake City, UT 84124, USA
Phone (801) 272-0902
Wealth Techs Inc
Location 339 Park Ave, Park City, UT 84060, USA
Phone (435) 649-9886
Z C Sterling
Location 1277 W View Dr, Heber City, UT 84032, USA
Phone (435) 785-4890
Xcel Financial

5 out of 5

Location 345 W 600 S #110, Heber City, UT 84032, USA
Phone (435) 657-0154
Greg Cunningham - Raymond James
Location 340 Main St, Park City, UT 84060, USA
Phone (435) 214-7112
Wasatch Capital Management of Raymond James
Location 2750 E Cottonwood Pkwy Ste 520, Cottonwood Heights, UT 84121, USA
Phone (385) 275-3609
Malinka CPA

3 out of 5

Location 695 E Main St #E4, Midway, UT 84049, USA
Phone (435) 315-3070
Edward Jones - Financial Advisor: Keven Nielsen
SEC File# 801-3297
CRD# 250
Location 150 N Main St Ste 107, Heber City, UT 84032, USA
Phone (435) 657-9534
Davis Financial LLC
SEC File# 801-60334
CRD# 109867
Location 695 E Main St Suite E5, Midway, UT 84049, USA
Phone (801) 205-0000
Hutton Financial Services
Location 196 W 2200 S, Francis, UT 84036, USA
Phone (435) 783-4737
SEG Funding

4 out of 5

Location 855 S 6th W Ste 106, Heber City, UT 84032, USA
Phone (888) 569-3865
Sandra Bella
Location 1165 W Lambert Ln, Francis, UT 84036, USA
Phone (503) 899-1082
Squire Wealth Advisors
SEC File# 801-78495
CRD# 117750
Location 1329 S 800 E, Orem, UT 84097, USA
Phone (801) 226-7722
Orion Financial LLC
Location 1389 Center Dr #200, Park City, UT 84098, USA
Phone (877) 594-3340
Greg Golding - UBS Financial Services Inc.
Location 255 Heber Ave, Park City, UT 84060, USA
Phone (435) 252-3825
Balanced Capital

5 out of 5

Location 2158 S 60 E, Heber City, UT 84032, USA
Phone (435) 200-3050
Lisa Schneider - Raymond James
Location 1389 Center Dr Ste 200, Park City, UT 84098, USA
Phone (435) 659-4750
Edward Jones - Financial Advisor: Nathan S Cox, CFP®
SEC File# 801-3297
CRD# 250
Location 35 W 300 S, Heber City, UT 84032, USA
Phone (435) 654-7429
EXCELSIOR VENTURE CAPITAL
SEC File# 801-111055
CRD# 158043
Location 1389 Center Drive Suite 120, Park City, UT 84098, USA
Wasatch Financial Group
Location 1154 E 2880 S, Heber City, UT 84032, USA
Phone (801) 872-9996
Edward Jones - Financial Advisor: Jared P Jensen, CRPC®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 150 N Main St Ste 107, Heber City, UT 84032, USA
Phone (435) 657-9534
Image of Wasatch County, UT
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About Wasatch County, UT

In the heart of Utah, you will find Wasatch County. This county is home to a number of wonderful landmarks, top employers, and major highways and streets. Some of the most notable features of this county include Mount Timpanogos, the Heber Valley Railroad, and the Soldier Hollow Olympic Venue. Additionally, the top employers in Wasatch County include companies like Adobe, Huntsman Corporation, and Vivint. If you're looking to travel through Wasatch County, some of the major highways and streets to know include Route 40 and Route 189. Finally, there are a number of great neighborhoods in this county, including Midway, Heber City, and Park City.

Where Certified Financial Advisors in Wasatch County, UT Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Wasatch County, UT have a number of banking options, including online and traditional banks. Each type of bank has its own benefits and drawbacks, which residents should consider when choosing a bank. Traditional banks offer personal service, in-person transactions, and a wide range of products and services. They also have physical locations where customers can go to conduct transactions or meet with bankers. Online banks offer 24/7 customer service, no-fee checking and savings accounts, and higher interest rates on CDs and savings accounts. However, they may be less convenient for people who need to make large withdrawals or deposits in person.

Insurance Broker

Residents of Wasatch County, UT can benefit from the services of insurance brokers. Insurance brokers can help residents find the best rates and coverage for their needs. They can also help residents file claims and resolve any disputes with insurance companies. In addition, insurance brokers are licensed to sell insurance products in Utah, and they are required to meet certain standards of ethics and professionalism.

Retirement Planning

Financial advisors can help Wasatch County, UT residents with retirement planning in a number of ways. They can help residents create a budget and save for retirement, choose the right type of retirement account, and make wise investment choices. Financial advisors can also help residents plan for unexpected expenses in retirement.

Wealth Management

Residents of Wasatch County, UT have a new option for wealth management.Wealth management is the process of organizing and managing a person's or family's assets. It includes investment planning, estate planning, tax planning, and insurance needs assessment. Wealth management can help residents in Wasatch County protect their assets and grow their wealth over time.

Estate Planning Lawyer

Estate planning lawyers can help Wasatch County, UT residents protect their assets and plan for the future.One of the most important services that estate planning lawyers offer is helping their clients to create wills and trusts. A will is a document that sets out your wishes for how you want your property distributed after you die. A trust is a legal arrangement that allows you to give someone else control over your property while you are still alive.Estate planning lawyers can also help you to establish guardianship for your children in case something happens to you, and they can help you to set up powers of attorney so that someone you trust can make decisions for you if you are unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers can help Wasatch County, UT residents in a number of ways. Mortgage loan officers can help Wasatch County, UT residents find the best mortgage products for their needs. They can also help them understand the terms of their mortgage loans and ensure they are getting the best rates possible. In addition, mortgage loan officers can offer advice on how to pay off a mortgage sooner or how to save money on interest payments. Finally, they can provide support and guidance throughout the entire mortgage process.

Tax Services

Residents of Wasatch County, UT can benefit from the help of tax accountants in order to make sure they are getting the best return on their investment. Tax accountants can help residents understand what deductions and credits they are eligible for, as well as help them file their taxes correctly. This can save residents a lot of money in the long run.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Wasatch County, UT