3 Best Financial Services in Salt Lake City, UT

“Trenton M. Christensen is a CFS® Certified Fund Specialist, Series 7 licensed in General Securities, Series 66 licensed, and State Insurance Licensed. By implementing personalized investment strategies, he can collaborate with you to build a financial plan that aligns with your life goals. Wherever you are on your financial journey and whatever you need, Trenton M. Christensen is prepared to work together to develop a path to help you achieve your dreams. The firm considers future financial goals you would like to achieve, including both short and long-term goals. At Ameriprise, their focus is to assist clients in achieving their financial goals and feel confident, connected, and in control of their financial lives. They provide you with access to your investments and digital tools to help you stay on track.”

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“TrueNorth Wealth is led by Marty Watkins, who serves as the President and Chief Executive Officer of the firm. The team is made up of a unique contingent of independent financial professionals who truly act in the best interests of their clients. The advisors at TrueNorth Wealth are certified financial planners, which is the most difficult designation for financial practitioners to acquire. They are fee-only, meaning commissions or affinity kickbacks do not color their decisions. Their primary and only interest is your financial success, not the bottom line of an investment company. They focus on building long-term relationships to help you reach your financial goals. The team also offers comprehensive planning that takes into account the larger picture. They build long-term client relationships, beginning from a foundation of mutual trust and respect. They are here to help you clarify your entire financial picture, efficiently manage today, and plan for tomorrow.”

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“Smedley Financial Services is led by Roger M. Smedley, who serves as the CEO of the firm. He understands that the financial industry is always evolving and believes that staying abreast of changes and incorporating them as needed helps Smedley Financial meet their clients' financial challenges. The Wealth Management Team has become known for delivering focused wealth strategies for affluent clients and managed investment portfolios. They focus on building relationships through world-class client service, specialized private wealth planning solutions, and various wealth management offerings. As an independent firm, they understand that financial choices abound and work to deliver customized solutions to their clients that meet their unique situations. They aim to make each of these exciting but often financially and emotionally challenging transitions smooth and rewarding. Smedley Financial Services can provide you with investment strategies. They match strategies or products to meet your unique needs best. Their team offers strategies designed to navigate the changing market environment.”

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