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Best Financial Advisors in Saint George

2024

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Website
335 East St. George Blvd #303, St. George, UT 84770
  • Estate Planning
  • Financial Planning
  • Tax Planning
  • Retirement Planning
  • Investment Advisor

Why choose this provider?

TrueNorth Wealth is an advisory firm that serves Saint George. With more than three decades of experience, it has been offering tailored financial planning solutions, with a focus on high-net-worth clients. It assists them in developing plans to achieve their financial goals, such as meeting education expenses or preparing for a successful retirement. It offers an array of services, including estate, income tax, insurance, investment, and retirement planning. TrueNorth Wealth has been operating for more than a decade and has been handling $800 million in assets.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (17)
Google
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free consultation

SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Saint George, UT
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Website
1953 N Serenity Dr., St. George, UT 84770
  • Tax Planning
  • Financial Planning

Why choose this provider?

Mason J. Krangle is a certified public and financial consultant serving individuals and businesses in the Saint George area. He has been in the industry for over two decades, helping clients manage their financial situation. Krangle offers a wide selection of services, including financial and tax preparation planning and business and international consulting. His financial planning solutions cover budgeting, behavioral finance, insurance coverage review, and cash and debt management. He also holds additional designations as a ChFC and CGMA.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (6)

Website
1031 S Bluff St, Saint George, UT 84770
  • Estate Planning
  • Insurance Products
  • Financial Planning

Why choose this provider?

Bridges Wealth Preservation, Inc., helps the people of Saint George obtain their ideal retirement. The firm assists clients in executing a retirement income plan through services like tax-efficient strategies, estate planning, portfolio management, social security maximization, 401(k) rollovers, and IRAs. It also helps individuals build their assets through holistic wealth management. The process includes using different asset classes and instruments, products, and services to maximize returns. Founder Lynn Bridges has over 33 years of industry experience.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
20 North Main Street Suite 307, St. George, UT 84770
  • Retirement Planning

Why choose this provider?

Advanced Financial Planning, LLC, is a wealth management firm that serves clients in Saint George. It helps individuals and business owners in reaching their financial goals through retirement planning, investment management, and employee benefits. Its financial advisors have adopted a team approach to meeting the financial planning needs of clients based on their unique needs and objectives. Founder Telton Hall is a certified financial planner. He was inspired to become a financial advisor to serve the financial needs of babyboomers and retirees.

Website
912 West 1600 South Ste B102, St. George, UT 84790
  • Financial Planning
  • Wealth Management

Why choose this provider?

Cornerstone Wealth Management advises its Saint George-based clients in taking steps toward a healthier financial life. The company assists high-net-worth individuals, families, and foundations by providing a comprehensive and objective financial plan that targets the client's long-term goals in financial security. Its team of financial advisors helps the client break down their complex financial situation into simpler terms by focusing on services such as tax management, investment planning, retirement planning, estate planning, risk management, and education funding.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
1240 East 100 South Suite 222, Saint George, UT 84790
  • Estate Planning
  • Tax Planning
  • Finance Planning

Why choose this provider?

Serving Saint George, Staheli & Jacobsen, CPAs, offers guidance to clients when it comes to managing their finances. It provides individuals with assistance in personal financial planning, wealth management, and elder care accounting services to help protect their assets. It also aims to keep businesses secured by offering financial planning, accounting, bookkeeping, and cash flow management services. Tax solutions for both individuals and businesses are also available. The firm has been serving the community for more than 25 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.8 / 5 (23)

Website
20 North Main, Ste. 400, St. George, UT 84770
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Why choose this provider?

Soltis Investment Advisors, LLC, is a Saint George-based advisory firm providing services to clients in a fiduciary capacity. It offers investment advice and plans consultation to retirement plans for small to medium-sized businesses. Founded in 1993, the independent advisory firm gives institutional and retirement plan services and wealth management solutions like multi-generational legacy planning and philanthropic planning to potential clients. The firm has assisted various institutional clients such as ExpressJet Airlines, Lifetime, Nature's Way, and Avlon Health Care, Inc.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
4.6 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
216 W. St George Boulevard, Suite 101, St. George, UT 84770
  • Estate Planning

Why choose this provider?

The Norden Group provides fiduciary financial advice and services in Saint George. It caters to the needs of working professionals, business owners, and retirees, as well as corporations in creating road maps to manage, grow, and preserve their wealth. The firm provides assistance in managing investments, optimizing taxes, planning estates, and protecting assets. Its advisors also advise on how to prepare for retirement, working on retirement accumulation, and determining income sources. Managing partner Ray Johns has RFC and CEP designations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
375 E Riverside Dr., Saint George, UT 84790
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Wyson Financial is a company that caters to clients across Saint George. It handles financial planning and guides individuals on areas like insurance. The company also provides portfolio analysis services and has experience with different types of investments, from business development companies to real estate investment trusts. It educates clients on various forms of annuities, including fixed types. The company's primary advisor, Dan Wyson, is the author of the book "21 Financial Myths." He holds a Certified Financial Planner designation from The American College.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1224 S River Rd. Suite A-103, St. George, UT 84790
  • Certified Financial Planner (CFP)

Why choose this provider?

Heaton Financial is a financial advisory firm that serves clients in Saint George. Since 2005, it has been focusing on helping individuals, families, organizations, and businesses with planning and implementing strategies designed to improve their assets and finances. The firm's financial advisors are trained to design retirement, investment, income, and insurance plans tailored to each client's unique goals and needs. One of the firm's financial advisors, Kimber Heaton, served on committees and advisory boards in Southern Utah University and SWATC.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (18)
Facebook
5.0 / 5 (4)

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How would one go about rebalancing their investment portfolio in Saint George?

    In Saint George, an investment portfolio can be rebalanced on a regular basis using one of two methods. The first approach is to put the new funds into declining assets. The goal is to realign the asset weights of the portfolio with the intended allocation. The second method entails selling profitable assets and reinvesting the proceeds in underperforming assets.

  • In Saint George, how much do you need to save for retirement?

    Your current savings as well as your age will determine how much you need to save for retirement in Saint George. You may want to set aside up to 10% of your annual salary to ensure a comfortable retirement. Those who start saving later in life, presumably in their forties, must save at least 15% to 20% of their income each year.

  • What can you do to control your credit card debt in Saint George?

    Here are some ways to manage your credit card debt in Saint George and maximize its benefits: -Spending wisely; -Developing a payment strategy, such as paying off the lesser debt first, then the larger balances; -Paying over the minimum and on time; -Consolidating credit card debt through the use of a low-interest personal loan; -Negotiating a better repayment plan with the creditors; -Limiting the number of authorized users of the credit card.

  • What finance-related subjects should you discuss before getting married in Saint George?

    Before getting married in Saint George, you may want to have an open and honest discussion with your partner about your finances. Discuss the following finance-related subjects: -Common debt issues, such as mortgages, vehicle loans, credit card bills, and school loans; -Financial planning, including budgeting and tracking personal spending patterns; -Savings, investments, and retirement goals; -Filing tax returns as either married filing jointly or married filing separately.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.