Allegis Financial Partners
contact for price
Service type
It’s free, with no obligation to book
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
Background checked
36 employees
33 years in business
Payment methods
Ask this pro about their preferred payment method.
Reviews
Customers rated this pro highly for work quality, professionalism, and responsiveness.
5.0
1 review
5
100%
4
0%
3
0%
2
0%
1
0%
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