Fiduciary advisors in West Jordan, UT

West Jordan, Utah

Crestwood Retirement Solutions is an independent broker in West Jordan, Utah that provides financial planning focused on retirement income strategies, estate planning, and Medicare. The firm takes a full-picture approach covering income, taxes, investments, home equity, insurance, and legacy considerations, and charges transparent fees without hourly billing or hidden charges. They offer flexible engagement options including in-home, phone, or office meetings for clients at any retirement stage.

West Jordan, Utah

Katella Wealth Management serves individuals, families, and business owners in West Jordan, Utah, offering investment management and wealth planning services. The firm uses a three-part planning methodology that integrates life planning, financial planning, and investment planning into a single coordinated strategy. Operating as a fiduciary, the firm conducts an initial consultation at no cost or obligation, followed by analysis and a detailed presentation of strategies before clients commit to engagement. The practice emphasizes understanding clients' broader life goals and circumstances rather than product sales.

West Jordan, Utah

Paramo & Associates is a West Jordan-based consulting firm offering commercial insurance audits, life insurance, and retirement planning services. The firm specializes in General Liability and Workers' Compensation audits for businesses, along with term life insurance options (10, 20, and 30-year terms) and retirement plan guidance including 401(k), IRA, and Roth IRA strategies. Services are delivered in Spanish and English, with a focus on serving Hispanic-owned businesses and families in the United States. The firm operates in strategic partnership with Voni Professional Services, integrating accounting, tax, and regulatory compliance expertise.

West Jordan, Utah

Wasatch Senior Alliance, based in West Jordan, Utah, provides estate planning services to senior homeowners, including revocable living trusts, wills, powers of attorney, deed preparation, and final disposition planning. The firm offers notarization and witnessing services and has received a 5-star Google rating. The firm positions itself as serving seniors seeking to organize their affairs and clarify instructions for asset distribution and end-of-life decisions.