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Financial Advisors in Salt Lake City, UT
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1.Edward Jones - Financial Advisor: Annalise M Lasater
38 W 200 S0.32 mi Salt Lake City, UT Investment Advisory ServiceInvestment SecuritiesFinancial Planning ConsultantsMutual Funds
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
2.World Financial Group
5296 S Commerce Dr Ste 3017.27 mi Salt Lake City, UT Investment Advisory ServiceInsuranceInvestment Securities
I have been a client of WTA, Inc for over 7 years. They have been a great help to my business. I call in my payroll amounts, they take care of everything from payment of all state and federal taxes, to all of my HR needs. THey administer my WC, GL and Auto Insurance, and I dont even have to take care of paying the bill because they do it for me. There have been several instances in the past that proved that they could guide me in the correct direction to promote my business. I am VERY happy with thier services and would recommend them to anyone and everyone who wants to focus on their business.
3.Lewis Young Robertson
41 N Rio Grande St Ste 1010.89 mi Salt Lake City, UT Investment Advisory ServiceFinancial Planning ConsultantsInvestment Securities
Established in 1995, LewisYoung is a municipal financial advisory and consulting firm. The company provides consulting services to assist municipalities, counties and other governmental entities to plan and analyze capital projects. It offers financial advisory services to a wide range of municipal clients, including cities, towns, counties, water and sewer districts, school districts, municipal building authorities and special districts. Situated in Salt Lake City, Utah, LewisYoung is a member of the Financial Industry Regulatory Authoriy (FINRA) and Securities Investor Protection Corporation (SIPC).
4.Stoker Ostler Wealth Advisors
170 S Main St Ste 8250.32 mi Salt Lake City, UT Investment Advisory ServiceFinancial Planning ConsultantsInvestmentsFinancial Services
Founded in 1997, Stoker Ostler specializes in managing investments and providing financial planning for affluent individuals and families, small-to-medium sized institutions and non-profit organizations. In 2009, Stoker Ostler became part of Harris Private Bank. Harris Private Bank provides comprehensive wealth management service. Harris has a long-standing history of providing financial services to its clients and is a part of BMO Financial Group, one of North America's oldest and most diversified financial services providers. Building on a shared open architecture philosophy, we are able to provide our clients with the personal attention, expertise and objectivity they have come to expect from a small advisory firm, while offering them access to the comprehensive financial resources and peace-of-mind stability that Harris provides. Harris Private Bank is a trade name used by various subsidiary financial service providers of Harris Financial Corp Products and services offered through Harris Private Bank are provided by Harris N.A., Harris Bank N.A and their bank affiliates. Not all products and services are available in every state and/or location. Stoker Ostler Member Harris Wealth AdvisorsSM is a service mark of Stoker Ostler Wealth Advisors, Inc, an SEC-registered investment advisor.
5.Zions Capital Advisors Inc
1 S Main St0.57 mi Salt Lake City, UT Investment Advisory ServiceCommercial & Savings BanksFinancial Planning ConsultantsBanks
Contango Capital Advisors offers a variety of investment products and services. Its clients include individuals, families, businesses, estates, foundations and trusts. The company features several services, such as life, wealth and business transition planning and investment management. Contango Credit Services, an affiliate of Contango Capital Advisors, offers credit strategies to meet the needs of individuals and businesses. In addition, the company operates Western National Trust Company. Contango Capital Advisors is owned by Zions Bancorporation, a public bank holding company with more than $48 billion in assets. Its banking partners include California Bank & Trust, National Bank of Arizona, Nevada State Bank, Vectra Bank Colorado and Zions First National Bank.
6.Capital Assets Financial
6000 S Fashion Blvd Ste 2008.33 mi Salt Lake City, UT Investment Advisory ServiceFinancial Planning ConsultantsFinancial Services
136 E South Temple Ste 10250.61 mi Salt Lake City, UT Investment Advisory ServiceFinancial Planning ConsultantsFinancial PlannersInvestments
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