At Legacy Private Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Salt Lake City, UT area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Merrill Lynch is one of the world's premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Working with our clients as strategic partners, we create and execute winning solutions, which address our clients' most pressing strategic, financial and investment needs--anywhere in the world. We stand apart by building and maintaining solid partnerships with clients. Merrill Lynch places our client relationships first and is proud to conduct our business based on five unwavering principles: Client Focus, Respect for the Individual, Teamwork, Responsible Citizenship, and Integrity. Trusted Advisors The world's leading corporations, financial institutions and governments, as well as the top mutual funds, hedge funds, pensions and endowments, trust Merrill Lynch to help them solve problems and capitalize on opportunities. Global Partners More than 60,000 professionals in 40 countries combine local market expertise with Merrill
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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
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