Financial consulting in Salt Lake City, UT

Established in 1984, Oxford Financial Group, Inc. is a financial consultant and retirement planner located in Salt Lake City, UT. At our firm, we create strategies that are tailored to your needs and goals. Our years of experience have prepared us for guiding you through your life transitions: whether you are investing to build wealth, protect your family, or preserve your assets, our personalized assistance puts your needs, wants, and long-term goals first. Come to us for help with bonds, treasury bills, mutual funds, IRAs, 401k planning, profit-sharing plans, life and disability income insurance, fixed annuities, and much more. Give us a call today!

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Five Seasons Financial Planning is a Fee-Only wealth management firm in Salt Lake City UT. We provide clients with a combination of: (1) personalized, cost-effective, and tax-efficient portfolio management services, and (2) objective and professional financial planning advice. Our Fee-Only business model is consumer-oriented in that it minimizes conflicts of interest and promotes transparency. Five Seasons is registered as an investment advisory firm. As such, we have a fiduciary obligation to clients. This provides clients with peace of mind in the knowledge that we must place their interests first and foremost. Our independence also allows us to use best-in-class financial products and service providers for the benefit of clients, and to provide them with unbiased financial advice.

Financial Advisor that can assist you with simple to complex financial planning for both Individuals and Businesses.

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Cambridge Financial Center, located in Salt Lake City, is a full-service business consulting and strategic planning organization. Its network of professionals includes account managers, registered representatives of HTK, and attorneys.  Cambridge professionals specialize in portfolio management, retirement planning, retirement distribution modeling, estate planning and business succession strategies to assist individuals and businesses. The firm helps clients to understand and manage risk, help maximize benefit programs, help minimize taxes and enhance net worth. Cambridge Financial Center also offers life insurance, disability insurance, health insurance, and long-term care. Additionally, it offers college and retirement funding strategies, and property casualty insurance.   Securities & Investment Advisory Services offered exclusively through Hornor, Townsend, & Kent, Inc. (HTK), Registered Investment Advisor, Member FINRA/SIPC. Cambridge Financial Center is independent of HTK.  A2YK-1112-01E2

Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.