Allegis Financial Partners
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Service type
Responds within a day
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
Serves Logan, UT
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36 employees
34 years in business
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Reviews
Customers rated this pro highly for work quality, professionalism, and responsiveness.
5.0
1 review
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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.
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Jaxon Hill