ThreeBestRated.com
BEST RATED SALT LAKE CITY, UT FINANCIAL SERVICES

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 face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

TrueNorth Wealth - Salt Lake City, UT Financial Services - Portrait
TrueNorth Wealth - Salt Lake City, UT Financial Services - Office Image
TrueNorth Wealth - Salt Lake City, UT Financial Services - Company Logo
Best Financial Services in Salt Lake City UT - TrueNorth Wealth video
9+ YEARS IN TBR
CALL EMAIL

TRUENORTH WEALTH

(4.9 Score)
1935 East Vine Street, Suite 120,
Salt Lake City, UT 84121 Directions

Since 2006

Specialty:

✓Wealth Management and Estate Planning ✓Investment Strategy ✓Retirement Planning ✓Insurance and Income Tax Planning ✓401(k) Solutions ✓College Savings Plan ✓SEP IRA ✓Social Security Benefits Strategy ✓Portfolio Monitoring and Management ✓Long-term Care Insurance ✓Simplified Employee Pension and Social Security Benefits Strategy

"TrueNorth Wealth financial advisor services range from estate planning to insurance planning with expertise specific to wealth management. Marty Watkins is the president of TrueNorth Wealth financial services. Martin Watkins has been advising individuals and organizations on their finances for more than thirty years. TrueNorth Wealth is a fee-only wealth management firm. TrueNorth Wealth financial prides itself on providing superior financial guidance with respect to both investment and money-management matters. Their knowledge and experience will not only provide you with crucial answers but also help you identify which questions need to be asked in the first place. Their financial advisors have more than forty-five years of combined experience, and they operate principally out of their offices in St. George, Logan, and Boise, Idaho.

2026 Highlights: TrueNorth offers research-driven and proven strategies and prioritizes long-term growth and stability."

Reviews | Play Video | Write a Review
License CRD #142205

Price:

Financial Planning Fee
From $1,000
Upto $5,000
Financial Planning Fee Hourly Fee $800

Contact:

(801) 274-1820 (435) 393-9226

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Trenton M Christensen - Salt Lake City, UT Financial Services - Portrait
Trenton M Christensen - Salt Lake City, UT Financial Services - Company Logo
Best Financial Services in Salt Lake City UT - Trenton M Christensen - AMERIPRISE FINANCIAL SERVICES, LLC video
7+ YEARS IN TBR
CALL EMAIL

TRENTON M CHRISTENSEN

(4.8 Score)
AMERIPRISE FINANCIAL SERVICES, LLC
247 East 2100 South,
Salt Lake City, UT 84115 Directions

Since 2008

Specialty:

✓Wealth Preservation and Estate Planning Strategies ✓Intergenerational and Tax Planning Strategies ✓Investment Management ✓Financial and Retirement Planning ✓Cash Flow and Budgets ✓Education Savings ✓Insurance Solutions ✓Long-term Planning

"Trenton M Christensen is one of the financial advisors at Ameriprise Financial Services, LLC. He will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. His practice is dedicated to helping customers formulate an approach for retirement income. In addition, he can assist you in starting to find the answers to your financial questions. Ameriprise Financial Services, LLC considers future financial goals you would like to achieve, including both short and long-term goals. Their mission is to help its clients achieve financial goals and feel confident and in control of their financial life. They provide access to your investments and digital tools to assist you in staying on track. Contact them to request a consultation.

2026 Highlights: Trenton M Christensen holds Series 7, Series 66 and State Insurance license."

Reviews | Play Video | Write a Review
License CRD #5507112

Price:

Annual Fee 0.15% For Assets Upto $999,999
Annual Fee 0.12% For Assets
From $1,000,000
Upto $1,999,999
Annual Fee 0.09% For Assets
From $2,000,000
Upto $3,999,999
Annual Fee 0.07% For Assets
Over $4,000,000

Contact:

(801) 412-0476

Mon-Thu: 8am - 5pm
Fri: 8am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

Smedley Financial Services, Inc - Salt Lake City, UT Financial Services - Portrait
Smedley Financial Services, Inc - Salt Lake City, UT Financial Services - Professional Team Image
Smedley Financial Services, Inc - Salt Lake City, UT Financial Services - Office Exterior Image
Best Financial Services in Salt Lake City UT - Smedley Financial Services, Inc video
10+ YEARS IN TBR
CALL EMAIL

SMEDLEY FINANCIAL SERVICES, INC

(4.8 Score)
102 South 200 East, Suite 100,
Salt Lake City, UT 84111 Directions

Since 1982

Specialty:

✓Private Wealth and Lifetime Income Planning ✓Wealth and Investment Management ✓401(k) Rollovers ✓Insurance and Retirement Planning ✓Social Security Maximization Strategies ✓Annuities ✓Long-term Disability and Term Life Insurance ✓Wealth Protection ✓Charitable Gifting ✓Risk Management ✓Tax and Estate Planning ✓Stretch IRAs ✓401(k) Plans ✓403(b) and 457(b) Plans

“Smedley Financial Services, Inc 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.”

Reviews | Play Video | Write a Review
License CRD #110870

Price:

Financial Planning And Consulting Fixed Fee
From $200
Upto $2,000
Financial Planning And Consulting Hourly Fee
From $150
Upto $500

Contact:

(801) 355-8888 (800) 748-4788

Mon-Thu: 8:30am - 5pm
Fri: 8:30am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

Video

Write a Review for Smedley Financial Services, Inc

Our Review Process:

  • All reviews matter:We publish both positive and negative reviews to provide a balanced perspective.
  • No censorship: Businesses cannot pay to remove or modify negative reviews.
  • Verification process: All reviews are checked for authenticity and compliance with our community guidelines before publication.
  • Fair representation: We display reviews of all ratings (1–5 stars) to help users make informed decisions.
  • Independence: We are not affiliated with the businesses we review and receive no compensation for favorable ratings.

Your honest opinion helps others make better choices. Whether your experience was excellent, average, or disappointing, we want to hear from you. For more details, check Community Review Guidelines.

Contact Business

TRUENORTH WEALTH REVIEWS

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.

Brett was extremely kind and helpful to me! I was really anxious for this meeting, because I'm young with virtually no assets, but he walked me through some things that I could do to grow my portfolio, answered all my questions (no matter how basic I thought it was) and gave really solid financial advice. I would absolutely go back again for further consultations down the road in my life.

Working with Marty and Truenorth was awesome! We have a pretty complicated umbrella of LLCs and Corporations and they helped us figure out how to organize them in a way that protects us and How to strategize with our taxes. We really couldn’t recommend them enough.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.com.

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

TRENTON M CHRISTENSEN REVIEWS

This was our first experience with a financial advisor outside of what our bank provided and what we did on our own. What a difference! Trenton at Ameriprise has taken all the worry about our future away. We are on a perfect path to our dream retirement and have all of our affairs in order for our loved ones thanks to him. We have and will continue to recommend him to our friends and family.

Trenton has managed my investments for nearly 10 years. Over the years I have developed respect for his ability and professionalism. I trust him. I appreciate his diligence and the time he takes to understand my goals and needs. He is patient and answers all my questions. I am looking forward to a financially comfortable retirement because of his work.

Trenton and his team of Richelle, Laura & Yoojin are the finest finance people I have ever known. Their unmatched expertise gives me a warm feeling of safety & confidence that is reassuring in all respects. I have been a client since 1995 ... and grateful for every minute.

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.

TBR® Inspection Score Report

TRUENORTH WEALTH Total Inspection Points: 117/120
Acknowledgments: 8
Experience: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Standard: 10

TBR® Inspection Score Report

TRENTON M CHRISTENSEN Total Inspection Points: 116/120
Acknowledgments: 8
Business Images: 9
Experience: 9
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Standard: 10

TBR® Inspection Score Report

SMEDLEY FINANCIAL SERVICES, INC Total Inspection Points: 114/120
Acknowledgments: 8
Business Hours: 8
Current Evaluation: 8
Business Images: 10
Complete Info: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Video: 10
Website Source: 10
Website Standard: 10