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Best Financial Advisors in West Jordan

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8787 S. Redwood Road Suite #100, West Jordan, UT 84088
West Jordan, UT 84088
  • Certified Financial Planner (CFP)

Business Planning Group is a financial advisory firm serving families and businesses in West Jordan. It assists with pre- and post-retirement planning, estate transfer planning and considerations, and risk mitigation of retirement income invested in equity markets. The firm also helps businesses handle risks, tax mitigation, implementation of executive benefits, and the creation of tax-free retirement income. Business Planning Group is a sponsor of Continuing Professional Education and is registered with the National Association of State Boards of Accountancy.

8787 S. Redwood Road Suite #100, West Jordan, UT 84088
West Jordan, UT 84088

Website(801) 446-2555

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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.

Online Profiles:

2 (Better)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Variable (Good)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5959 South Redwood Road Suite 303, Taylorsville, UT 84123
Taylorsville, UT 84123
  • Retirement Planning

Butler Financial Advisors has been providing assistance to clients in the West Jordan area since 2008. Its team helps individuals and families manage their finances for short-term and long-term expenses. It also assists people with creating retirement plans that provide a stable and sustainable income for their golden years. In addition, the firm works with businesses for employee benefits and accounting services. Founder Russell Butler is a Chartered Financial Consultant with more than 15 years of investment experience.

5959 South Redwood Road Suite 303, Taylorsville, UT 84123
Taylorsville, UT 84123

Website(801) 281-9920

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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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

8777 South Redwood Road, Suite 200, West Jordan, UT 84088
West Jordan, UT 84088
  • Tax Preparation

Clark Rasmussen Taylor is a CPA firm that serves independent professionals and businesses in West Jordan and nearby areas. It offers a wide range of financial services, including cash flow management, strategic business planning, succession planning, and bookkeeping solutions. The firm also assists with tax preparation and planning. Additionally, it has various online financial calculators to help clients with insurance and financial planning. Clark Rasmussen Taylor is a member of the American Institute of Certified Public Accountants and the Accountant Finder Network.

8777 South Redwood Road, Suite 200, West Jordan, UT 84088
West Jordan, UT 84088

Website(801) 829-1817

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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.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

54 (Best)

Score Consistency:

Consistent (Best)

10808 South River Front Parkway, Suite 3041, South Jordan, UT 84095
South Jordan, UT 84095
Instagram
  • Certified Financial Planner (CFP)
  • Retirement Planning

Cowdell Investments, LLC, is an advisory firm that provides financial planning, retirement planning, and wealth management services. Its Certified Financial Planners, who each have more than 30 years of experience, serve clients in the West Jordan metro. Committed to reaching every client's financial goals, the firm's advisors guide them in evaluating their options and planning for their best course of action. Since the office's inception, it has handled millions of dollars in pension rollovers for its clients.

10808 South River Front Parkway, Suite 3041, South Jordan, UT 84095
South Jordan, UT 84095

InstagramWebsite(801) 599-0787

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

12 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

879 Baxter Drive, South Jordan, UT 84095
South Jordan, UT 84095
Instagram
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist

Dentist Advisors is a fiduciary firm that serves clients in West Jordan who need financial guidance. Its financial advisors help dentists organize their financial life and wealth strategies by providing tips and solutions involving real estate purchases, estate plan restructuring, and college plan funding. They assist with clients' retirement planning using various vehicles like 401(k)s, profit-sharing plans, and IRAs. Dentist Advisors also provides assistance with insurance evaluations and policy selections. It conducts webinars to reach more individuals who are interested in financial planning.

879 Baxter Drive, South Jordan, UT 84095
South Jordan, UT 84095

InstagramWebsite(801) 748-1243

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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.

Online Profiles:

1 (Good)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

489 W. South Jordan Pkwy #310, South Jordan, UT 84095
South Jordan, UT 84095
  • Certified Financial Planner (CFP)
  • Tax Preparation
  • Tax Planning

Divergent Wealth is an independent financial advisory firm that aims to serve as a long-term partner to clients in West Jordan. It conducts ongoing, custom, and interactive financial planning sessions facilitated by relationship managers. The firm helps create investment strategies that take advantage of market volatility. Additionally, it assists with estate planning, comprehensive tax planning, and legal fiduciary solutions. Divergent Wealth was co-founded by Rick Collins, a Certified Financial Planner who has been in the industry since 1993.

489 W. South Jordan Pkwy #310, South Jordan, UT 84095
South Jordan, UT 84095

Website(385) 237-4000

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

9017 S. Riverside Drive Suite 200, Sandy, UT 84070
Sandy, UT 84070
  • Certified Financial Planner (CFP)

Diversify is a company that provides financial advice to individuals in West Jordan. It provides a wide range of investment, insurance, and wealth management services. With the expertise of its financial advisers in a broad variety of industries, consumers can have access to customized financial advice. Dan Luke and Ryan Smith, both Certified Financial Planners, co-founded Diversify in 2004. The company has received the MWCN Utah 100 award for five years, which honors Utah's 100 fastest-growing firms.

9017 S. Riverside Drive Suite 200, Sandy, UT 84070
Sandy, UT 84070

Website(801) 467-5115

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

6900 S. 900 E. Suite 200, Midvale, UT 84047
Midvale, UT 84047
  • Certified Financial Planner (CFP)

Everspire is an enterprise that advises clients residing in West Jordan on their financial decisions. It is a fiduciary entity that offers an array of wealth management solutions covering retirement, investment, and risk minimization. Director of investments Jason Lindquist has been giving wealth management advice for over ten years. In addition to optimizing the firm's investment models, he assists clients with varied and complex circumstances, including those with cross-border interests and assets abroad under different tax laws.

6900 S. 900 E. Suite 200, Midvale, UT 84047
Midvale, UT 84047

Website(801) 545-8706

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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.

Online Profiles:

1 (Good)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

29 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

11550 South 700 East, Suite 100, Draper, UT 84020
Draper, UT 84020
  • Tax Preparation
  • Tax Planning

Foresight Wealth Management is a firm serving the West Jordan area. Its financial advisors assist clients in achieving their retirement goals by building income plans and creating the correct financial plan that suits their specific needs. The company's investment team also manages taxes before and after retirement. The firm invests on behalf of its clients to seek growth, manage risk, and preserve wealth through its wealth management solutions. The company is a Registered Investment Advisory (RIA) firm of the Securities and Exchange Commission.

11550 South 700 East, Suite 100, Draper, UT 84020
Draper, UT 84020

Website(801) 462-2200

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

10610 South Jordan Gateway, South Jordan, UT 84095
South Jordan, UT 84095
  • Certified Financial Planner (CFP)
  • Tax Planning

Integrated Financial Group counsels residents of West Jordan on the appropriate ways to manage money. The business assists clients in accumulating and saving their income. Services include wealth management, asset protection, tax minimization strategies, and family bank strategies. Its team explains every customer's options to let them make informed decisions. The firm was founded in 2007. Co-founder James F. Davenport has over 20 years of experience working with families and businesses. He was certified as a financial planner in 2004.

10610 South Jordan Gateway, South Jordan, UT 84095
South Jordan, UT 84095

Website(801) 993-0550

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

40 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

10808 S Riverfront Pkwy, Suite 351, South Jordan, UT 84095
South Jordan, UT 84095
  • Private Wealth Advisor

JRS Wealth Management is a Registered Investment Advisor and a fiduciary firm that serves clients in West Jordan. Since 2002, it has been offering various wealth management services, including financial, retirement, and risk management planning. Focused on helping clients achieve their financial goals, the firm's advisors provide advice on effective investment strategies. They also provide assistance in business succession, asset protection, estate planning, Medicare, and pension options. One of its advisors, Jeffrey Segelke, has earned the ChFC designation.

10808 S Riverfront Pkwy, Suite 351, South Jordan, UT 84095
South Jordan, UT 84095

Website(801) 987-3973

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

1802 W South Jordan Parkway, Suite 130, South Jordan, UT 84095
South Jordan, UT 84095
  • Retirement Planning

Lift Financial is an independent firm serving clients in West Jordan. It assists clients in reaching their financial goals through financial planning, investment management, and retirement planning. Its financial advisors have more than 100 years of combined industry experience. They educate clients on financial management, analyze their needs and goals, and recommend investment strategies that meet their risk tolerance. Lift Financial has been assisting individuals in preparing for their financial futures since 2000. It has been featured on Forbes and MSN Money for its financial insights.

1802 W South Jordan Parkway, Suite 130, South Jordan, UT 84095
South Jordan, UT 84095

Website(385) 337-1900

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

33 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

75 West Towne Ridge Parkway, Sandy, UT 84070
Sandy, UT 84070
  • Certified Financial Planner (CFP)

Net Worth Advisory Group is a Sandy-based financial planning firm that serves individuals and businesses throughout West Jordan. It provides assistance in retirement planning, investment management, tax planning, estate planning, and insurance evaluation. Additionally, it offers education planning and wealth management services. Net Worth Advisory Group has a collective industry experience of 80 years, with around $499 million of total client assets managed. Ray E. LeVitre, the president and founder of the firm, is the author of 20 Retirement Decisions You Need to Make Right Now.

75 West Towne Ridge Parkway, Sandy, UT 84070
Sandy, UT 84070

Website(801) 797-2833

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

58 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1225 E. Fort Union Blvd. Suite 350, Cottonwood Heights, UT 84047
Cottonwood Heights, UT 84047
  • Certified Financial Planner (CFP)
  • Retirement Planning

Serving the West Jordan metro, One Financial Advisors helps individuals, families, and businesses to realize their financial goals. It guides clients in areas such as managing their personal affairs and protecting their families from financial consequences following the death of a loved one. Using a macro-economic process, the firm assists in mapping a strategy that can grow the clients' finances while securing their future. In addition, Max Coulliette, the president, has more than three decades of experience in retirement security and financial protection matters.

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

Website(801) 676-1500

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

7440 Creek Road Suite 444, Sandy, UT 84093
Sandy, UT 84093
  • Certified Financial Planner (CFP)

Trek Financial provides financial guidance to clients in the West Jordan metro. The firm helps clients plan their finances by educating and developing financial strategies according to their personal goals. Its services include retirement planning, business planning, investment strategies, and financial planning. These techniques allow clients to attain financial independence and security for their future. One of the firm's financial advisors, Josh Hardman, has been helping clients manage their wealth since 2012.

7440 Creek Road Suite 444, Sandy, UT 84093
Sandy, UT 84093

Website(801) 429-9999

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

5296 S. Commerce Dr. Ste. 101, Murray, UT 84107
Murray, UT 84107
  • Estate and Trust Specialist
  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Wealth Management CPAs is an independent financial advisory firm that assists clients in West Jordan. It provides comprehensive guidance on financial matters, including employee benefits transitions, retirement planning, asset sale, inheritance, marital status changes, and tax and legal issues regarding the death of loved ones. The firm comprises advisors, accountants, and attorneys who offer straightforward advice. Wealth Management CPAs was founded by Robert J. Beck, who strives to bridge the gap between accountants and people’s wealth advisors.

5296 S. Commerce Dr. Ste. 101, Murray, UT 84107
Murray, UT 84107

Website(801) 272-4357

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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