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Paul N. Winter

CFA, CFP®

President 1.25 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.

Five Seasons Financial Planning LLC

4505 S. Wasatch Blvd., Suite 370
Salt Lake City, UT 84124
(801) 272-0902
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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
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Terra J. Thurgood

CFP®, CDFA®

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.

The Martin Worley Group

6965 Union Park Ctr. Suite 420
Cottonwood Heights, UT 84047

The Martin Worley Group

634 S 3000 W
Syracuse, UT 84075
(800) 565-9788
(801) 568-9788
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