Here’s The Deal: Trenton M. Christensen is a financial advisor at Ameriprise Financial, Inc. He 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.
3 Best Financial Services in Salt Lake City, UT
Expert recommended Top 3 Financial Services in Salt Lake City, Utah. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 TRENTON M CHRISTENSEN - AMERIPRISE FINANCIAL SERVICES, LLC. REVIEWS
Absolutely phenomenal! I've been a client with this business for over 20 years and with Trenton for almost 10 years. Trenton is a true professional who makes me feel as if my financial portfolio is his top priority. He has always provided great service, has always exceeded my expectations and genuinely cares about my financial well being (and me as a person). When I became a divorced single mom of 2, Trenton stood close by my side, helped me regroup, and developed a plan to help me regain financial security and financial peace of mind. That type of support is priceless! Though I won't be retirement eligible for another 8 years, I know without a doubt that I will be able to retire debt-free as soon as I am eligible according to my employer's criteria thanks to the very sound financial advice I have received from Trenton over the years.
My wife, Margaret, and I have worked with Trenton Christensen for ten years or so and he has been a splendid manager of our retirement accounts. His investment recommendations have made our retirement funds grow significantly. He has enabled us to easily meet ordinary and unexpected expenses (home repairs, medical costs, etc.) and also have enough funds for extensive overseas travel. He has helped make retirement comfortable and pleasant for us. Trenton is easy to work with, easy to get to by phone, quick at answering emails, easy to see at short notice. He is an extremely pleasant person who makes working with someone about money (always a source of anxiety) always pleasant. We have recommended him to others and will continue to do so.
Trenton Christensen has been my financial planner for the last nine years. I have complete trust in him. I retired in July and Trenton made it happen by showing me without any doubt that I was in a financially sound place to be able to retire. Trenton went beyond even my high expectations and held my hand through the entire process. I'm am so happy that I will be working with Trenton for the rest of my life and I mean that literally. He helped me get a trust in place and I know that he will help my family deal with all my finances after I am gone.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: TrueNorth Wealth is an independent financial planner in Salt Lake City, UT. Marty Watkins is 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.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 TRUENORTH WEALTH REVIEWS
During my time as an intern at TrueNorth Wealth, I was continually impressed by the professionalism and knowledgeability of every member of the team. Marty, Sam, and all the advisors are extremely talented and do an excellent job providing sound and personalized advice to all clients. The way that their financial planning encompasses all aspects of wealth management, rather than just focusing on investments, ensures that the advisors can consider all factors of a client's financial life. Overall, I would highly recommend TrueNorth wealth to anyone seeking valuable financial planning and advice, it was also a fantastic place to complete an internship due to the friendly and fun team members.
My experience with TrueNorth Wealth was exceptional. Their office is very clean, and very nice. Everyone was very professional and kind. I met with Jared, and he taught me a lot about investing, and about the many options there are for investing, and different risk, to return ratios. Even though I am not their normal demographic (I'm only 22) I still felt like they cared and respected me, which I greatly appreciated. I would definitely recommend them to anyone.
TrueNorth Wealth offers exceptional services. I love that they are a fee-only firm so I don’t have to worry about them making commissions based off their suggestions of how I should handle my money. I am very confident in their advice and guidance because of this. No matter what sort of question or concern I have, they make sure I leave feeling confident and satisfied with the plans for my future. I highly recommend visiting TrueNorth Wealth.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Smedley Financial Services is one of the leading financial planners in Salt Lake City, Utah. Roger M. Smedley is 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 best meet your unique needs. Their team offers strategies designed to navigate the changing market environment.
Specialty:
Contact:
Working Hours:
Fri: 8:30am - 3pm
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 SMEDLEY FINANCIAL SERVICES, INC. REVIEWS
Smedley Financial is amazing. We meet with them regularly to review our investments and to council on investments and other big financial decisions. They are always available when we reach out, super responsive and the people that work there are amazing. They periodically do fun events with their clients and we really enjoy that. We love Smedley.
There is no one more qualified to handle your finances. We’ve been working with Jordan Hadfield for years and he’s exceeded every expectation. Phenomenal customer service.
I used Smedley Fin. for years and I found them honest, knowledgeable, and anxious to help. I would recommend them to anyone.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.