Atlas Brown

Deacon & Deacon Insurance Agency locally owned, independent employee benefits, insurance, and investment consulting firm

Deacon & Deacon Insurance Agency is a locally owned, independent employee benefits, insurance, and investment consulting firm. Our only purpose is to help you align your financial goals through a thorough analysis of your situation, and to assist you. As independent professionals, we have partnered with highly rated companies and will work with you to find a viable solution to your needs. Call us today for: Insurance Plans for Employer Groups, Individuals, Families, Self-Employed Employee Benefits Health Insurance Life Insurance (Term, Whole Life, Universal Life, etc.) Long Term Care Insurance Disability Income Insurance Retirement Plans 401K rollovers IRAs Business Succession Planning, Key Person Life Insurance Planning, Buy-Sell Agreements.

Investment Counseling Services

Investment Counseling Services, Inc., led by Terry Kingsbery, is an independent investment advice firm. We strive to provide our clients with the best fiduciary-driven and fee-only private investment advice and counsel while educating them on financial literacy. Our team carefully examines clients' current assets and existing plans to craft a path to financial security. Our services include personal investment guidance, 401K plan allocations and management, and OU retirement plans and management, all without transaction fees, cancellation fees or commissions. At Investment Counseling Services we help you create the future you want. We develop detailed plans to meet your goals according to your risk tolerance and timeline. With our expertise and guidance, you can achieve financial success and peace of mind.

The Investment Counsel Company

The Investment Counsel Company is a Nevada-based, independent investment management consulting firm that has been providing financial advice and guidance for over three decades. It was one of the first firms of its kind in the state, and is the only Nevada firm to make the Top 100 Independent Financial Advisors list of the Wall Street Journal and Barron’s. The Investment Counsel Company currently manages over $1.4 billion in assets. The company is dedicated to helping its clients reach their financial goals, whether it's affluent families, business owners, retirement plan sponsors, foundations or endowments. Its founder and CEO, Randy Garcia, has set the bar high for integrity, innovation and vision in terms of client relations and services. If you have $1 million or more in investable assets, get in touch with The Investment Counsel Company to discuss how their experienced fiduciary investment advisors can assist you in achieving your financial objectives.

Schultz Collins

As independent investment advisors to individuals and trusts, we deliver objective financial advice and wealth management insight with risk mitigation overlays. Our client portfolios are globally diversified, low cost, and tax efficient. We serve as investment counsel for three general categories of clients: individual investors, retirement plan sponsors, and institutional investors (trusts, foundations, endowments, and corporate accounts).  Our clients are attorneys, entrepreneurs, businesses, non-profits, trusts and endowments who want a comprehensible and rational solution for a complex problem: the prudent supervision of financial assets. As a fee only advisor, Schultz Collins promotes the fiduciary standard, and is nationally recognized for our expertise on fiduciary issues. Specializations: Retirement planning, Asset Management, IRAs, Risk Management, Wealth Preservation, Charitable Giving, Trust Distribution Planning.

CTB Financial Services

At CTB Financial Services, we provide our customers with a unique set of capabilities and services to help them make their best financial decisions. Our expertise in Modern Portfolio Theory, income and estate taxes, and personal financial strategies is unmatched. We also focus on educating our customers and building relationships with them through face-to-face meetings. As a privately owned, independent investment advisory firm, our investment reach is global and sophisticated, giving us the edge when it comes to making smart decisions about your money. We are committed to providing quality financial advice and personal customer service. With over three decades of tax, estate planning, and investment experience, we are confident that we can help you reach your financial goals.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Pie Charts

Pie Charts Financial is an independent, fee-only Registered Investment Advisor that specializes in personal financial planning and low-cost investing. Our flat annual fee structure allows clients to know exactly what they are paying for our services. We provide guidance on what to buy, how much, and why; the client then decides where to custody the account and when to implement the strategy. Our team offers comprehensive plans with annual reviews and ongoing support throughout the year. We strive to provide impartial advice without any compensation from other products or service providers. Our mission is to empower clients to make informed decisions and secure their financial future.

Albion Financial Group

Albion Financial Group is an award-winning, independent wealth advisor and investment manager that has been serving clients in Alta, Utah since 1982. Now based in Sugarhouse, the firm has grown into one of the most respected wealth advisory firms in the state. Albion's commitment to clients as a fiduciary and fee-only advisor is backed by its suite of market research, portfolio management, and comprehensive financial planning services.Albion has a team of professionals with decades of experience in the industry, and they are dedicated to helping clients reach their financial goals. The firm's market research, portfolio management, and comprehensive financial planning services provide clients with the information and guidance they need to make sound decisions about their investments.

Stewardship

Investment, Insurance, Home Loan, and Real Estate  Advisors serving you with wisdom and love. As life progresses, we find ourselves looking to buy a house, weighing different insurance policies, and trying to build wealth for the future. Those things are tough to do correctly when we do not have the proper information. Unfortunately, everybody has seen the consequences of, or experienced themselves, poor financial decision without proper education and guidance: A mortgage with excessive fees or a rate that is not competitive; improper insurance coverage; terrible customer service; poor investment advice; paying too much taxes; just to name a few. These are all financial injustices, and they can easily flood into the rest of our life carrying relationships and marriages downstream with them. When I read about and witnessed these financial injustices, I felt sick. Even now, as I write this and think about these things, my stomach churns. It makes me angry, and I want to stop it wherever I can. It is that passion that is the driving force behind Stewardship.