Wealth Management in Logan, UT

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List of Firms

Logan, UT Wealth Management Firms

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Clearwater Wealth Management LLC
5 out of 5
Location 175 E 1600 N, Logan, UT 84341, USA
Phone (435) 752-9500
Directions
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Summit Group Wealth Advisors
5 out of 5
Location 181 E 1600 N, Logan, UT 84341, USA
Phone (435) 753-4720
Directions
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EP Wealth Advisors
SEC File# 801-29358
CRD# 111147
Location 632 N Main St Suite 3B, Logan, UT 84321, USA
Phone (435) 787-7102
Directions
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Zions Bank Premier Wealth Management
2 out of 5
Location 460 Main St, Logan, UT 84321, USA
Directions
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Adams Wealth Advisor
SEC File# 801-110862
CRD# 286087
Location 1047 S 100 W # 220, Logan, UT 84321, USA
Phone (435) 213-9031
Directions
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Core Capital Wealth Management
5 out of 5
Location 1300 N 200 E suite 112, Logan, UT 84341, USA
Phone (435) 250-3700
Directions
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Integra Financial Services Llc
1 out of 5
Location 1759 N 400 E, Logan, UT 84341, USA
Phone (800) 886-8146
Directions
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Allegis Financial Partners
Location 165 E 1400 N #220, Logan, UT 84341, USA
Phone (435) 787-1888
Directions
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Whimar Investments LLC
Location 1665 E 3100 N, Logan, UT 84341, USA
Phone (435) 753-7123
Directions
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Adams Wealth Advisors
SEC File# 801-110862
CRD# 286087
4 out of 5
Location 701 S Main St Suite 400, Logan, UT 84321, USA
Phone (435) 752-1702
Directions
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Northwestern Mutual Financial
Location 45 E 200 N Ste 106, Logan, UT 84321, USA
Phone (435) 752-7720
Directions
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John Neil- Bank of Utah Loan Officer
5 out of 5
Location 45 E 200 N #102, Logan, UT 84321, USA
Phone (435) 792-4600
Directions
Wealth Management in Logan, UT

Where Wealth Management Advisors in Logan, UT Serve

Logan, UT is a vibrant city nestled in the picturesque Cache Valley, surrounded by stunning mountains and scenic vistas. The city boasts a rich culture and history, with a plethora of landmarks and attractions to explore. From the iconic Logan Temple, to the stunning Utah State University campus, there is no shortage of sights to see. In terms of top employers, Logan is home to a diverse array of businesses and industries. Some of the largest employers in the area include ICON Health & Fitness, Utah State University, and Cache Valley Electric. These companies provide a wide range of job opportunities for residents, and contribute to the city's thriving economy. When it comes to major highways and streets, Logan is well-connected to the rest of the state. The city is situated along the I-15 corridor, which provides easy access to major cities like Salt Lake City and Ogden. Additionally, Logan is home to several major streets, including Main Street, Center Street, and 1000 West.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Logan, UT can benefit from a bank in several ways. Firstly, banks can provide financial assistance to individuals who need to secure loans for various purposes, such as purchasing a home or starting a business. Additionally, banks offer a range of financial products and services, including savings accounts, checking accounts, and investment opportunities, that can help residents manage their finances effectively. Furthermore, in Logan, UT, where the economy is driven by agriculture and manufacturing, banks can provide specialized services to farmers and small business owners, such as crop loans and lines of credit. Overall, banks play a crucial role in supporting the financial well-being of Logan, UT residents by providing access to capital, financial advice, and a range of financial products and services.

Insurance Broker

Residents of Logan, UT would greatly benefit from the services of an insurance broker due to the unique challenges they face in this region. Logan is situated in a high-risk area for natural disasters, including wildfires, floods, and earthquakes. As such, an insurance broker can help residents navigate the complexities of insurance policies and ensure they have adequate coverage for these potential disasters. Additionally, Logan has a large population of college students and young professionals, many of whom may be unfamiliar with the intricacies of health insurance. An insurance broker can assist these individuals in finding the most affordable and comprehensive health insurance options to meet their needs. With the help of an insurance broker, residents of Logan can have peace of mind knowing they are protected in the face of unexpected events.

Retirement Planning

Residents of Logan, UT can greatly benefit from the services of a retirement planner. With the city's population of over 50,000 people, there are many individuals who are nearing retirement age and may be unsure of how to plan for their financial future. A retirement planner can help these residents by providing personalized advice on topics such as social security, pension plans, and investment strategies. Additionally, Logan, UT is home to many retirees who may be looking for ways to maximize their retirement income and minimize their tax liabilities. A retirement planner can help these individuals by creating a comprehensive plan that takes into account their unique financial situation and goals. Overall, the expertise and guidance of a retirement planner can be invaluable to residents of Logan, UT as they navigate the complexities of retirement planning.

Financial Advisor

Residents of Logan, UT can benefit from the services of a financial advisor in various ways. For instance, a financial advisor can help individuals in Logan, UT create a comprehensive financial plan that aligns with their long-term goals. This can include creating a budget, identifying investment opportunities, and developing strategies to pay off debt. Additionally, a financial advisor can help residents of Logan, UT navigate the complexities of tax laws and regulations. Given that Logan, UT is home to a diverse population, a financial advisor can help individuals from different backgrounds understand the nuances of financial planning and investing. Furthermore, with the cost of living in Logan, UT being relatively high compared to other cities in the state, a financial advisor can help individuals develop strategies to manage their expenses and save for the future. In summary, a financial advisor can provide invaluable guidance to residents of Logan, UT, helping them achieve financial stability and security.

Mortgage Loan Officer

Residents of Logan, UT can benefit from the expertise of a mortgage loan officer in several ways. For instance, first-time homebuyers in Logan may require guidance on the various mortgage options available to them, and a loan officer can help them navigate through the complexities of the process. Additionally, residents looking to refinance their homes can benefit from a loan officer's expertise in identifying the best mortgage rates and terms that suit their financial situation. Furthermore, with the current economic climate, many Logan residents may be struggling to keep up with their mortgage payments, and a loan officer can offer advice on how to modify their loans or explore other options to avoid foreclosure. In a city like Logan, which has a growing population and a competitive real estate market, the services of a mortgage loan officer are invaluable to help residents achieve their homeownership goals.

Tax Services

Residents of Logan, UT can benefit from the expertise of a tax advisor in a multitude of ways. With the city's growing population and diverse industries, a tax advisor can provide tailored advice on tax planning, compliance, and strategies to minimize tax liabilities. For instance, a tax advisor can help Logan residents who work in the agricultural sector navigate the complexities of farm tax laws and deductions. Additionally, with the city's significant student population, a tax advisor can help students understand the tax implications of scholarships and student loans. Furthermore, with the recent changes in tax laws, a tax advisor can help Logan residents take advantage of new deductions and credits. In short, a tax advisor can provide valuable guidance and support to Logan residents, ensuring they are maximizing their tax savings and minimizing their tax burden.

Estate Planning Lawyer

Residents of Logan, UT can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist in drafting a will or trust that outlines how a person's assets will be distributed after their death. This is particularly important in Logan, UT, where the population is aging rapidly, and many residents have accumulated significant wealth over their lifetimes. Additionally, an estate planning lawyer can help residents minimize tax liabilities and ensure that their beneficiaries receive the maximum possible inheritance. Furthermore, an estate planning lawyer can assist with the creation of powers of attorney and healthcare directives, which can be crucial in the event of incapacitation or illness. Overall, the services of an estate planning lawyer can provide Logan, UT residents with peace of mind and ensure that their wishes are carried out after they pass away.

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