Best Financial Advisors in Cottonwood Heights, UT

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Cottonwood Heights, UT Fiduciary Financial Advisors

SEC File# 801-10418
CRD# 705
Location 2750 E Cottonwood Pkwy Ste 520, Cottonwood Heights, UT 84121, USA
Phone (385) 275-3600
Directions
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Merrill Lynch Wealth Management Advisor Tom Peterson
Location 1100 E 6600 S #140, Salt Lake City, UT 84121, USA
Phone (801) 284-1951
Directions
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Michael G Griffin - Financial Advisor, Ameriprise Financial Services, LLC
Location E Chadds Ford Ln Ste 200, Sandy, UT 84093, USA
Phone (801) 569-4860
Directions
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Martucci Adams Wealth Advisors
5 out of 5
Location 6340 S 3000 E, Salt Lake City, UT 84121, USA
Phone (800) 206-4038
Directions
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Lawrence Finch - Financial Advisor, Ameriprise Financial Services, LLC
Location 2870 Willow Creek Dr, Sandy, UT 84093, USA
Phone (801) 942-4753
Directions
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Holman Investments & Planning
Location 2795 E Cottonwood Pkwy, Salt Lake City, UT 84121, USA
Phone (801) 365-0101
Directions
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Travis Kell - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location E Chadds Ford Ln Ste 250, Sandy, UT 84093, USA
Phone (801) 569-4863
Directions
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Financial Insight Center
5 out of 5
Location 3115 Lion Ln STE 250, Salt Lake City, UT 84121, USA
Phone (801) 449-3239
Directions
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Intermountain Financial Partners
Location 6995 S Union Park Center Suite 300, Cottonwood Heights, UT 84047, USA
Phone (385) 253-4510
Directions
Financial Advisors in Cottonwood Heights, UT

Where Certified Financial Advisors in Cottonwood Heights, UT Serve

Nestled in the heart of Salt Lake County, Cottonwood Heights, UT is a vibrant and bustling city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the towering Wasatch Mountains to the sprawling Salt Lake Valley, this city is a true gem of the West. One of the most iconic landmarks in Cottonwood Heights is the Big Cottonwood Canyon, which offers breathtaking views of the surrounding mountains and is a popular destination for hiking, skiing, and other outdoor activities. Another notable landmark is the Cottonwood Heights Recreation Center, which features state-of-the-art facilities for fitness, swimming, and more. When it comes to top employers, Cottonwood Heights is home to a diverse range of businesses, including healthcare providers, technology companies, and financial institutions. Some of the biggest employers in the city include Intermountain Healthcare, CHG Healthcare, and Goldman Sachs.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Cottonwood Heights, UT are serviced by banks in a variety of ways. One of the most common ways is through traditional banking services such as checking and savings accounts, loans, and credit cards. However, what sets Cottonwood Heights apart is the emphasis on personalized service and community involvement. Many local banks offer specialized services such as small business loans and financial planning, tailored to the unique needs of the community. In addition, banks in Cottonwood Heights often sponsor local events and charities, demonstrating a commitment to giving back to the community they serve. Overall, residents of Cottonwood Heights can expect a high level of customer service and a strong sense of community from their local banks.

Insurance Broker

Residents of Cottonwood Heights, UT can benefit greatly from the services of an insurance broker. With the city's location at the base of the Wasatch Mountains, residents are exposed to a variety of risks, including flooding, wildfires, and earthquakes. An insurance broker can help residents navigate the complexities of insurance policies and find coverage that protects them from these risks. Additionally, Cottonwood Heights is home to a growing number of small businesses, and an insurance broker can help these businesses find the right coverage to protect their assets and employees. Overall, an insurance broker can provide valuable guidance and support to the residents of Cottonwood Heights, ensuring that they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Cottonwood Heights, UT could benefit greatly from the expertise of a retirement planner. With a median age of 41.8 years old, many residents are likely starting to think about retirement and how to best prepare for it. A retirement planner can help them navigate the complexities of retirement planning, from setting realistic goals to creating a comprehensive plan that takes into account their unique financial situation. Additionally, with the cost of living in Cottonwood Heights being higher than the national average, a retirement planner can help residents make the most of their savings and investments to ensure they have a comfortable retirement. Overall, a retirement planner can provide invaluable guidance and support to residents of Cottonwood Heights as they plan for their future.

Wealth Management

Residents of Cottonwood Heights, UT could benefit greatly from the services of a wealth manager. With a population of just over 35,000, many of whom are professionals and business owners, there is a need for financial guidance and planning. A wealth manager can help individuals and families in Cottonwood Heights navigate complex financial situations, such as retirement planning, tax optimization, and investment management. Additionally, with the city's proximity to world-class ski resorts and outdoor recreation opportunities, a wealth manager can help residents plan for leisure activities while also ensuring their financial goals are met. Overall, a wealth manager can provide valuable guidance and support to the residents of Cottonwood Heights, helping them achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Cottonwood Heights, UT may benefit from the expertise of a mortgage loan officer in a variety of ways. For instance, a loan officer can help residents navigate the complex home-buying process, including finding the right mortgage product for their needs, determining their budget, and securing competitive interest rates. Additionally, given the high cost of living in Cottonwood Heights, a loan officer can provide guidance on how to make the most of their finances and ensure they are making sound investment decisions. Whether residents are first-time homebuyers or seasoned investors, a mortgage loan officer can offer valuable insights and support to help them achieve their financial goals in this vibrant Utah community.

Tax Services

Residents of Cottonwood Heights, UT can benefit greatly from the expertise of a tax advisor. With the city's population growing rapidly and the tax laws constantly changing, it can be overwhelming for individuals to keep track of all the deductions and credits available to them. A tax advisor can assist residents in maximizing their tax refunds and minimizing their tax liabilities. Additionally, with the city's high median income and property values, a tax advisor can provide valuable advice on estate planning and minimizing estate taxes. Overall, a tax advisor can provide peace of mind for residents of Cottonwood Heights, UT and help them navigate the complex world of taxes with confidence.

Estate Planning Lawyer

Residents of Cottonwood Heights, UT can benefit greatly from the services of an estate planning lawyer. Specifically, an estate planning lawyer can assist residents in creating a comprehensive plan for their assets and property in the event of their passing. This is especially important in Cottonwood Heights, where the median home value is significantly higher than the national average. With property values on the rise, it is crucial for residents to have a plan in place to ensure their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents navigate the complex legal process of probate, which can be especially challenging for those who are unfamiliar with the legal system. Overall, an estate planning lawyer can provide invaluable support to residents of Cottonwood Heights, helping them protect their assets and ensure their legacy lives on.

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