Wealth Management in South Jordan, UT

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List of Firms

South Jordan, UT Wealth Management Firms

Progressive Planning, LLC
5 out of 5
Location 406 S Jordan Pkwy #200, South Jordan, UT 84095, USA
Phone (801) 532-1871
Language http://progressiveplanningllc.com/
Directions
Premier Choice Wealth Advisors
Location 3672 S Jordan Pkwy # 101, South Jordan, UT 84095, USA
Phone (801) 441-6411
Language https://mywealthcompany.com/
Directions
Oak Bridge Asset Management
5 out of 5
Location 897 Baxter Dr, South Jordan, UT 84095, USA
Phone (801) 327-7222
Language http://www.theoakbridge.com/
Directions
Sage Wealth Management
Location 10421 S Jordan Gateway #600, South Jordan, UT 84095, USA
Phone (801) 576-2611
Language http://sagewealthman.com/
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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
Language http://divergentwealth.com/
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
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Wealth Management in South Jordan, UT

Where Wealth Management Advisors in South Jordan, UT Serve

South Jordan, UT is a bustling city with plenty of landmarks, top employers, major highways and streets, and neighborhoods to explore. From the stunning beauty of the South Jordan City Park to the historic charm of the Bingham Canyon Mine, there's something for everyone in this vibrant community. Top employers in South Jordan include companies like Adobe, Merit Medical Systems, and the Jordan School District, providing ample job opportunities for residents. Major highways and streets like Bangerter Highway, 11400 South, and Redwood Road make it easy to get around and explore the city's many neighborhoods. Speaking of neighborhoods, South Jordan boasts a diverse range of communities, from the family-friendly neighborhoods of Daybreak and Glenmoor Country Estates to the upscale developments of South Jordan Heights and River Oaks. With so much to see and do, South Jordan is a city that truly has it all.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of South Jordan, UT can benefit from a bank in a variety of ways. For instance, a bank can provide them with access to financial resources that can help them achieve their goals, such as buying a home or starting a business. Additionally, a bank can offer them a range of financial services, such as savings and checking accounts, loans, and credit cards, which can help them manage their money more effectively. Furthermore, a bank can provide them with financial advice and guidance, helping them make informed decisions about their finances. In a city like South Jordan, UT, where the population is growing rapidly, a bank can play a crucial role in helping residents navigate the complexities of the financial world and achieve their financial goals.

Insurance Broker

Residents of South Jordan, UT can benefit greatly from the services of an insurance broker. With the city's growing population and thriving economy, there is an increasing need for insurance coverage that meets the unique needs of individuals and businesses in the area. An insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best suits their needs. For example, with South Jordan's proximity to the Wasatch Mountains and the risk of natural disasters like wildfires and floods, an insurance broker can help residents find policies that provide adequate protection for their homes and property. Additionally, with the booming tech industry in the area, businesses may require specialized coverage for cyber liability and data breaches. An insurance broker can provide expert guidance and tailor policies to meet the specific needs of each client. Overall, an insurance broker can provide invaluable assistance to residents of South Jordan, UT in securing the insurance coverage they need to protect themselves and their assets.

Retirement Planning

Residents of South Jordan, UT can benefit from the expertise of a retirement planner in a variety of ways. One of the most common ways is by helping them navigate the complex world of retirement savings and investments. With the cost of living in South Jordan being higher than the national average, it is crucial for residents to have a solid financial plan in place to ensure they can maintain their standard of living in retirement. A retirement planner can assist with creating a personalized strategy for saving and investing, taking into account factors such as inflation, taxes, and market volatility. Additionally, South Jordan is home to a growing population of retirees, many of whom may need guidance on how to make their retirement savings last as long as possible. A retirement planner can help them assess their retirement income sources, such as Social Security and pensions, and develop a plan for drawing down their savings in a tax-efficient manner. Overall, a retirement planner can provide valuable support and guidance to residents of South Jordan as they plan for a financially secure future.

Financial Advisor

Residents of South Jordan, UT could benefit from the expertise of a financial advisor in several ways. One specific challenge that many residents face is the high cost of living in the area, which can make it difficult to save for long-term goals like retirement or college tuition. A skilled financial advisor can help residents create a budget that takes into account the unique financial pressures of living in South Jordan, UT, such as high housing costs and the need to save for unexpected medical expenses. They can also provide guidance on investment strategies that will help residents build wealth over time, while minimizing the risks associated with volatile markets. Additionally, a financial advisor can help residents navigate the complex tax laws that apply to Utah residents, ensuring that they are taking advantage of all available deductions and credits. Overall, the guidance of a financial advisor can be invaluable for residents of South Jordan, UT who are looking to build a solid financial foundation for themselves and their families.

Mortgage Loan Officer

Residents of South Jordan, UT could benefit from the expertise of a mortgage loan officer in a variety of ways. For example, with the city's median home value at $455,000, many residents may need assistance navigating the complexities of the mortgage application process to secure the funds necessary to purchase a home. Additionally, South Jordan's population has been steadily increasing, with a 23% growth rate between 2010 and 2020, meaning that many residents may be looking to refinance their homes or take out home equity loans to fund renovations or other expenses. A mortgage loan officer can help residents understand their options and find the best loan products to meet their needs, while also providing guidance and support throughout the entire process. With the right help, residents of South Jordan can achieve their dreams of homeownership and financial stability.

Tax Services

Residents of South Jordan, UT may benefit from the expertise of a tax advisor in a multitude of ways. Tax advisors can provide guidance on tax planning, preparation, and compliance, which can lead to significant savings for individuals and businesses. In particular, residents of South Jordan, UT may benefit from the tax advisor's knowledge of state and local tax laws, which can be complex and vary from county to county. For example, South Jordan, UT has a sales tax rate of 6.85%, which is higher than the state average. A tax advisor can help residents navigate the intricacies of sales tax and other local taxes, ensuring that they are in compliance with the law and not overpaying. Additionally, tax advisors can provide guidance on tax-efficient investments, retirement planning, and estate planning, all of which can have a significant impact on an individual's financial well-being.

Estate Planning Lawyer

Residents of South Jordan, UT can benefit greatly from the expertise of an estate planning lawyer. With the city's growing population and booming economy, it is important for individuals to have a comprehensive estate plan in place to protect their assets and ensure their wishes are carried out. An estate planning lawyer can assist with drafting wills, trusts, and other important legal documents to ensure that assets are distributed according to the individual's wishes. Additionally, the lawyer can help with tax planning and minimizing the impact of estate taxes on the individual's heirs. With the complexity of Utah's estate laws, an estate planning lawyer can provide valuable guidance and ensure that the individual's estate plan complies with all legal requirements. Overall, an estate planning lawyer is an essential resource for residents of South Jordan, UT who want to protect their assets and provide for their loved ones in the future.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services in South Jordan, UT encompass a wide range of financial strategies and solutions that cater to the unique needs and goals of high net worth individuals and families. A skilled wealth manager in South Jordan can provide comprehensive financial planning, investment management, retirement planning, estate planning, tax planning, and risk management services. With its booming economy, South Jordan offers a plethora of investment opportunities, from technology and healthcare to real estate and manufacturing. A wealth manager in South Jordan can leverage their expertise and experience to help clients navigate the complex and dynamic investment landscape and make informed decisions that align with their financial objectives. Whether it's diversifying their portfolio, minimizing tax liabilities, or preserving wealth for future generations, a wealth manager in South Jordan can provide customized solutions that meet the unique needs and aspirations of their clients.

South Jordan, UT is the perfect place to find a wealth manager due to its thriving economy and growing population. With its close proximity to Salt Lake City, South Jordan offers a unique blend of urban and suburban lifestyles, making it an ideal location for those seeking financial stability and growth. The city's strong job market, low unemployment rate, and high median household income provide a solid foundation for wealth management services. Additionally, South Jordan's commitment to education and community involvement creates a sense of trust and reliability among its residents, making it easier for individuals to entrust their finances to a knowledgeable and experienced wealth manager. Overall, South Jordan provides a dynamic and prosperous environment for those seeking to secure their financial future.