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Recent Finance Advising Reviews in Lindon

  • A
    Swassing Wealth Management
    Frank Swassing spent the time I needed so that I could understand how much money I would need for retirement and how many year sit would take to reach my goal. He gave solid advice on what my best options would be, but did not pressure me to make a certain choice. He, also, help me prioritize that I needed to have a healthy amount of money in my saving account. Frank is very professional but he cares about you personally and he remembers what is important to you. Frank stays current on the stock market and he is always exploring other avenues to help his clients.
    - Connie M.
  • A
    Wells Fargo - Spanish Fork
    They were really good about doing what they did and it didn't cost me anything because I am a gold member. They had me roll $25,000 into saving to earn a little higher interest rate. I've been with them for a lot of years.
    - Blake C.
  • A
    H&R Block - Tooele
    Beck Thorne from H&R Block - Tooele has been i the tax business for over 10 years in Tooele County. She knows her clientele well and she is a first rate tax pro. She goes above and beyond to answer any type of questions of situations, if she doesn't know she has the resources to find the answers.She is professional above all else. She is friendly, was born and raised in Tooele County. She's familiar with the place, its people and its businesses.
    - Hope N.
  • A
    Qazztek LLC
    I have a small book publishing business with about 40 employees and while we were profitable our growth had nearly stopped and our future looked like it would continue as the past. I was introduced to Qazztek and the team was extremely professional and did a great job of helping me see opportunities to market to new customers and reduce costs. My business is now growing very quickly but with Qazztek's help, I can handle the growth. We are expanding and more profitable than ever.
    - Neal J.
  • A
    Robert W Baird & Co
    I have used Robert W Baird & Co for financial planning. They are straight shooters. They tell you exactly what you story is. They don't butter it up and they are not alarmists. They are good listeners and they are smart with the investments. They are very good at their business.
    - susan c.
  • A
    Morgan Stanley Wealth Managmement
    The Collins Group is fantastic. I've been using them for my financial planning and investing for years. I trust them completely. Their planning and advice is very specific to me and my goals and their compensation is very fair. They've done a great job at elimiting as much conflict of interest as possible in their business... which is not common in this industry! I would recommened them without hesitation. I do know that they have a minimum asset requirement of $200,000. If you meet that and you are looking for a long-term relationship with honest and trustworthy planners, these are your guys!
    - Hyrum M.
  • D
    They are supposed to "monitor my credit". However, when I opened a new mortgage or spent $3000 out of state, they didn't even notice. When I asked why, they responded that they only report what the credit companies report to them. In other words, they don't actually monitor credit. They compile what the credit companies are willing to share - which isn't much. Someone could be opening mortgages in my name and they wouldn't care. Someone can run up thousands in credit card debt, and they don't care. Their "service" is pointless.
    - Thomas S.
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Financial Advisors in Lindon

Companies below are listed in alphabetical order.

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