Allegis Financial Partners
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Service type
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Introduction
I am a financial planner with a bachelor's degree majoring in finance and a minor in Personal Financial Planning. I recently finished my master's degree at Utah State University in Financial Economics. I am a fiduciary and will be sitting for the CFP exam this year. I specialize in retirement planning, tax planning, income planning, estate planning, and investments.
Overview
Background checked
36 employees
35 years in business
Business hours
SunClosedMon10:00 am - 5:00 pm
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Reviews
Customers rated this pro highly for responsiveness, work quality, and professionalism.
5.0
1 review
5
100%
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Jordan H.
Jul 5, 2023
Jaxon was very professional and was able to develop a financial plan that fit our situation well. He knows his stuff and is great to get in contact with.
Credentials
Background Check
Jaxon Hill