Utah Investment Advisors LLC is a trusted financial firm that offers comprehensive financial planning and investment management services to its clients. The firm has been in business for over 15 years and currently manages over $500 million in assets for its clients. With a team of experienced advisors, Utah Investment Advisors LLC provides personalized financial advice and services to help clients achieve their long-term financial goals. The firm offers a wide range of services such as comprehensive financial planning, investment management, retirement planning, tax planning, estate planning, and insurance planning. Its clients include individuals, high-net-worth individuals, small business owners, corporate executives, and retirees.
Utah Investment Advisors LLC charges a percentage of assets under management as its fee, based on a client's specific needs and portfolio size. The firm does not charge any commissions or receive compensation from third parties. As a client, it is important to know that the firm has no disclosures or disciplinary actions on its record. Utah Investment Advisors LLC is committed to transparency and dedicated to providing expert guidance and support to help clients navigate the complex financial landscape and achieve financial success.
Summary:
LEE MILES LLC is a highly reputable financial advisory firm that offers a range of expert services to help clients achieve their financial goals. With a team of experienced advisors dedicated to transparency and client satisfaction, the firm provides personalized financial plans tailored to each client's individual needs. As an independent advisor, LEE MILES LLC offers unbiased recommendations and has a fiduciary duty to act in the best interest of its clients at all times. The firm manages over $500 million in assets for a diverse range of clients, including individuals, families, and organizations. With a clean record and a commitment to transparency, LEE MILES LLC is a top choice for those seeking reliable and trustworthy financial advice.
VON COLLN FINANCIAL GROUP is a premier financial advisory firm with over 20 years of experience helping clients achieve their financial goals. With a team of highly qualified advisors and over $500 million in assets under management, the firm provides personalized and comprehensive financial services to individuals, families, and businesses. Through a holistic approach to financial planning, VON COLLN FINANCIAL GROUP considers all aspects of a client's financial situation and helps them create a comprehensive plan that aligns with their long-term goals.
The firm offers a wide range of services including investment management, retirement planning, tax planning, estate planning, and insurance solutions. Its team of 10 advisors has an average of 15 years of experience in the industry, making them well-equipped to handle the diverse needs of clients. VON COLLN FINANCIAL GROUP operates on a fee-based structure, ensuring that its advisors always act in the best interest of their clients.
Founded by a veteran of the financial industry, the firm is known for its expertise, integrity, and commitment to client satisfaction. It serves a variety of client types, including high net worth individuals, business owners, retirees, and non-profit organizations. Clients can access the firm's disclosures and information through its Form ADV, ensuring transparency and trust in the client-advisor relationship. Overall, VON COLLN FINANCIAL GROUP is a top choice for those seeking expert financial guidance and a proven track record of success.
About ASCEND INVESTMENT PARTNERS
ASCEND INVESTMENT PARTNERS is a financial advisory firm that has been in business for over 10 years, managing $1 billion in assets with a team of over 50 advisors. They offer a wide range of services, including investment management, retirement planning, tax planning, estate planning, insurance services, and educational funding. They serve clients from all backgrounds and are compensated through a fee-based model to ensure the best interest of their clients.
The firm is led by a team of experienced advisors who prioritize building long-term relationships with their clients and providing transparent and honest advice. Clients can review any potential conflicts of interest or disciplinary history on the firm's publicly available Form ADV on the SEC website.
ASCEND INVESTMENT PARTNERS prides itself on providing expert guidance and support to individuals and businesses as they navigate the complexities of finance. With their wide range of services and experienced team, they are well-equipped to help clients achieve their financial goals.