Laurels

Best Financial Advisors in West Valley City
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored West Valley City Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 44 31 13

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Wilson Financial Advisors

  • Estate Planning
  • Insurance Products
  • Retirement Planning
  • Certified Financial Planner (CFP)

Established in 1984, Wilson Financial Advisors is an advisory firm serving West Valley City. The firm consists of Certified Financial Planners who offer comprehensive planning services. These services include investment advising and portfolio design; employee benefits; and planning guidance for estate, insurance, tax, and retirement. Kent Wilson, the company president, is a certified public accountant who has been featured in The Wall Street Journal and Smart Money magazine. Moreover, the firm is a member of the National Association of Personal Financial Advisors.

230 South 500 East
Salt Lake City, UT 84102

Website

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