South Jordan, UT Financial Planner

Emilie is fast. She completed my taxes in less than one hour. She is a great listener and explains taxes that is easy to understand. I will continue to have Emilie do my ... more

Love the commercials saying that your Ameriprise agent would say hello to you on the street, but ours wouldn't recognize my wife and I if walked in the office and told hi ... more

I have been working with Casey Kotter at integrated financial services for several years. I always appreciate his insight and feel more confident in myfinancial strategie ... more

Had a very nice interview with Mr Busch , I gave my private Fidelity Statement for professional evaluation over a month ago. No response, I followed up with a phone call ... more

Greg Black and his team have been great to work with to say the least. He always has your best interests at heart and makes everything very easy to understand. If you are ... more

Jodi Vawdrey is great to work with, cares about your individual needs, and has the knowledge and experience to get you where you need to be. I appreciate the time she and ... more

Progressive Planning is awesome! Randy, the President, is great to work with, and they know what they are doing. They really helped me out, and I feel they put my interes ... more

Game changer for my practice! Elements is the most efficient way for me to diagnose a clients financial health, prioritize their next financial moves, and help them achie ... more

Divergent Wealth has managed my family's investment portfolio since 2022 and I have nothing but good things to say. I know one of the partners (Brady) and work regularly ... more

I’ve known and worked with Jeremy for several years and you won’t find a more genuine, honest and caring person. He always puts the client first! My experience in get ... more

If I could give 0 stars I would. My story: Dad had Dave as an insurer before I even knew what insurance was. Naturally, when I started driving that is where I was insured ... more

Maddy in the office put endless effort helping me solving my concerns about my account. She treated me with respect and courtesy. She showed me empathy. She reached above ... more

As an intermediary I have had nothing but candor and professionalism from Kim, Ben, and the rest of the team. I can also mention closings.

David Thompson and Executive advisory services do an absolutely outstanding job! The professionalism and attention to detail by Mr. Thompson is beyond compare. Anybody w ... more

Gregory and his team are great to work with. I always appreciate their honesty and responsiveness. A pleasure to work with.

Worked with James this week. Extremely helpful, efficient. Exactly what I needed from someone I bank with. Great experience!