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6 Financial Planners near Holladay, Utah
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Jeffrey Dell Zesiger

MS, CFP®

CEO 3.01 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Holladay, Utah and the surrounding communities.

UMA Financial Services

310 E 4500 S, Ste 550
Salt Lake City, UT 84107
(801) 747-0800

C. Scott Cheney

CFP® ChFC® CLU® CASL

Founder, Senior Wealth Advisor 4.88 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Holladay, Utah and the surrounding communities.

Twin Peaks Wealth Management, LLC

2825 E Cottonwood Pkwy, Ste 500
Salt Lake City, UT 84121-7060
(801) 557-8725

Jason E. Palmer

CFP®

Founder & President 3.37 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Holladay, Utah and the surrounding communities.

Resonant Financial Planning

1225 E. Fort Union Blvd, Ste 350
Cottonwood Heights, UT 84047
(801) 676-1500

Devin Pope

CFP®, MBA

Senior Advisor 4.51 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Holladay, Utah and the surrounding communities.

Nilsine Partners

2825 E Cottonwood Pkwy, Suite 500
Cottonwood Heights, UT 84121
(385) 557-8119

Troy W. Knighton

CFP®, CPA/PFS

Managing Director 4.08 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Holladay, Utah and the surrounding communities.

Veritas Wealth Management, LLC

2180 S 1300 E, Ste 360
Salt Lake City, UT 84106
(801) 596-9999
CONNECT WITH Troy
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Terra J. Thurgood

CFP®, CDFA®

VP, Wealth Advisor 3.42 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Holladay, Utah and the surrounding communities.

Sequoia Financial Group

6965 Union Park Ctr. Suite 420
Cottonwood Heights, UT 84047
+ 1 More Address

Sequoia Financial Group

634 S 3000 W
Syracuse, UT 84075
(800) 565-9788
+1 More Number
(801) 568-9788
CONNECT WITH Terra
  • linkedin link