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Lehi Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Lehi.

C Y A - Cover Your Assets
5.0
from 12 reviews
  • 19 years in business
  • 15 hires on Thumbtack
Heidi E.
Verified review

This is the best tax and accounting firm I have ever had the pleasure of doing business with. Gene is extremely professsional and knowledgeable. He explains everything very clearly and has helped me immensely in finding financial balance and understanding in that which can oftentimes be overwhelming and confusing. He helps to make it all make sense! :) I am so grateful to work with him and I highly recommend CYA! ~HeidiLyn~

Cheboski & Associates
4.9
from 9 reviews
  • 10 years in business
  • 4 hires on Thumbtack
Brian B.
Verified review

I endorse Brian Cheboski for financial planning, budgeting, analysis and other services.

Lifestyle Bookkeeping LLC
4.9
from 8 reviews
  • 8 hires on Thumbtack
Bo T.
Verified review

Easy to work with and pushed us to stay organized and on time with our records. I would definitely recommend their services to other business owners.

WHF Wealth Management
5.0
from 7 reviews
  • 19 years in business
Chad F.
Verified review

I changed employers about 2 years ago, and I decided to transfer all of my investments to Robb’s oversight. I was never impressed with my previous advisor, and Robb solidified my feelings immediately. Robb is an exceptional financial advisor: he is honest and trustworthy, has a deep analytical ability across all financial areas, can explain things practically, he is professional yet extremely charismatic, and there is no doubt he puts my families financial interests before his own. I’ve never felt like Robb was trying to sell me anything to make an extra buck; he has always shown he has truly cared about our financial future. If you need a financial advisor, Robb is the man!!

John Bergquist IAR
5.0
from 4 reviews
    Christie P.
    Verified review

    John is a highly knowledgeable Financial planner and has helped me and my family immensely. He is also a very genuine person and has a true interest in his clients financial successes.

    • 10 years in business
    Mark M.
    Verified review

    I have worked with Nelson on our personal investments since 2005 and have the utmost confidence in his outstanding ability to invest my funds wisely and with my family's interest at heart. I highly recommend him. He is honest and trustworthy and ethical, and wise and professional in his approach to meeting our investment goals.

    Copper Coin Financial, PC
    5.0
    from 1 review
      Kerrie C.
      Verified review

      The team at Copper Coin Financial is knowledgeable and very quick to respond to my inquiries. Turning over my accounting to them has given me more time to focus on growing and enjoying my business. Working with them is the best business decision I ever made.

      Melissa S.
      Verified review

      Honest and super helpful for information in starting out financially with my husband!

      Life Leadership
      5.0
      from 1 review
      • 7 years in business
      Chris A.
      Verified review

      By far the best course on personal finance ever assembled! It will change your perspective on Money in ways you can't even comprehend!

      • 26 years in business
      About

      We are a fee-only financial planning and wealth management firm based in Lindon, Utah. Our family owned and operated firm has been in business since 1992. Our advisors are Certified Financial Planning Professionals and NAPFA Advisors!

      About

      Sandos Financial Advisors When it comes to personalized service and accountability, we take great care of you, your family and your business. Sandos Financial Advisors are always ready to assist you with first class, top priorty, service. We are your Personal Financial Advisors with the tools to help you reach your Goals, Dreams and Concerns. You are Our Top and first prioity. Only through listening to you are we able to understand and bring to you the products and services that fit you and your portfoilio.

      About

      Managed Wealth Financial is a company dedicated to freeing families financially, showing how to save and plan for retirement and leaving their legacy tax free.

      About

      S Taylor Brinton of Brinton Insurance and Investments of New York Life is offering the following services not limited to the following: * estate planning * financial advising * investing * retirement planning * life insurance management We are serving the Salt Lake City, UT and its outlying areas.

      About

      We help people earn more income and become properly protected, debt free, and financially independent.

      • 4 years in business
      About

      Financial Planning - We provide a checklist of items you can follow to accomplish your plan. Our clients love seeing what they need to do next and the fact that we will be calling to make sure it was done pushes them to complete each task and keep on track. Investment Management - We have taken our investment portfolios an extra step passed the "usual advisor". Often people have different plans for the money they save, and it needs to be invested correctly to reach those goals whether they are in a month or in 10 years.

      About

      We over friendly, personal & professional services. We are an actual person instead of a computer. We form valuable, long lasting relationships with our clients, beyond "just insurance" transactions. We are very focused on family needs & happy customers. We monitor every client for any breaks or new discounts we can offer or any additional products they might find valuable. We also contact our clients annually to review all the coverages to make sure the coverage you have is still meeting your individual needs as the changes of life arise.

      About

      Starting in 1977, our company has since become the largest independent financial services marketing organization in North America. Over 2 million clients maintain investments with us. Over 4 million lives are insured through our life companies. We offer a variety of products and services designed to help people get properly protected out of debt and financially independent, such as the following: * Life, Auto and Home Insurance * Debt Solutions * Debt Watchers * Investment and Saving Options Let me provide a financial need analysis for you and your family to help give you a snapshot of your financial situation.

      About

      Helping federal employees retire with confidence, Matthew Hoskins is a Chartered Federal Employees Benefit Consultant (ChFEBC) and is currently working toward becoming a Certified Financial Planner (CFP). Matthew has met with hundreds of federal employees to help them maximize their federal benefits and prepare for retirement.

      About

      My primary objective is to help you achieve financial freedom in a complex and constantly changing world by designing strategies to help you achieve what is most important to you. I am supported by a team of professional staff with many years of combined experience in financial and retirement services, estate planning, annuities, charitable giving, business insurance, executive compensation and employee benefits.

      About

      I work in investing service. I work with making people's financing portfolios a more profitable one. Hands down, the best market in the world.

      About

      Jim Barlow Advisors is a financial adviser firm who can help you with your financial needs. Jim and Scott are investment adviser representatives who are able to offer services based on their clients' best interests, not the influence of giant wire houses. Jim and Scott uses various investment methods to improve wealth creation based on your risk tolerance level and personal goals.

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