Cottonwood Heights, UT Financial Advisors and Resources



Financial Advisor Firms in Cottonwood Heights, UT


THE MARTIN WORLEY GROUP

Website

(801) 568-9788

6965 Union Park Center
Suite 420
Cottonwood Heights, UT 84047

SEC#: 801-79164
Years in Business: 7 years

OLYMPUS WEALTH MANAGEMENT, LLC

Website

(801) 449-9600

6985 Union Park Center
Suite 435
Cottonwood Heights, UT 84047

SEC#: 801-80761
Years in Business: 6 years

SOFI WEALTH LLC

Website

(855) 525-7634

2750 E Cottonwood Parkway
Suite 300
Cottonwood Heights, UT 84121

SEC#: 801-78185
Years in Business: 8 years

SVB WEALTH ADVISORY, INC.

Website

(801) 977-3600

2750 E Cottonwood Parkway
Suite 420
Cottonwood Heights, UT 84121

SEC#: 801-78209
Years in Business: 8 years

WEISS MULTI-STRATEGY ADVISERS LLC

Website

(212) 415-7175

9228 South Galette Lane

Cottonwood Heights, UT 84093

SEC#: 801-71151
Years in Business: 11 years

ONEAMERICA SECURITIES, INC.

Website

(801) 676-1500

1225 E Fort Union Blvd
Suite 350
Cottonwood Heights, UT 84047

SEC#: 801-56819
Years in Business: 22 years


How Retirement-Friendly is Cottonwood Heights, UT?

  • Population: 34,036
  • % of Population 62 Years and Over: 19.6%
  • Average Home Value: $381,100
  • Average Monthly Housing Cost: $1,341
  • Average Household Income: $122,921
  • Utah Total Tax Burden: 8.29% (24th Lowest in U.S.)
  • Utah Property Tax: 2.30% (13th Lowest in U.S.)
  • Utah Individual Income Tax: 2.73% (12th Highest in U.S.)
  • Utah Sales and Excise Tax: 3.26% (22nd Lowest in U.S.)


Cottonwood Heights, UT Financial Advisor FAQs

It's always a good idea to consult with someone who has an established background in finance before making financial decisions. A financial advisor can offer guidance about goings-on in today's market to help you make the best investment decisions for your wealth management portfolio.
The first step to choosing a financial advisor is understanding what they offer. Understand what level of advising they specialize in and how much fee they charge for the range of services offered (hourly or per project).
Financial advisors get paid through a variety of methods, including commission-based payment or fee-only payment.
It's their job to help you plan a business strategy and process, choose the best accounting practice for your needs, implement any tax-saving strategies available, and monitor your progress. In addition, they will make sure that you are fully aware of the different financial products at your disposal in order to provide an overall risk assessment to whatever future planning you have in mind. In doing this they must be objective and non-biased at all times should you wish it.