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Showing 18 advisor(s) and rep(s)

Daniel AdamsVisit my website

Expertise: Life Insurance Planning, Business Risk Management

Languages: English, Portuguese

Location: St George UT, 84770

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Andrew CarleyI am a financial rep specializing in cash strategy for business owners in the construction industry. Our approach focuses on the benefits of liquidity and accessibility without the risk of market volatility, or losing to inflation. We help clients be in the optimal position to close on real estate, invest in businesses or take advantage of down markets “at any given moment”.Visit my website

Expertise: Financial Planning, Retirement Planning

Languages: English

Location: Logan UT, 84321

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Eric HadfieldMy mission is to help individuals and families achieve financial security: having money when you need it and when you want it. I partner with my clients by providing expert guidance, exceptional service and world class products. With two offices in St. George and Logan, Utah, my team and I serve clients throughout the state and country.Visit my website

Expertise: Employee and Executive Benefits Planning, Retirement Income Planning, Financial Planning

Languages: English

Location: Logan UT, 84321

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Xavier HayVisit my website

Expertise: Business Risk Management, Employee and Executive Benefits Planning, Retirement Planning, Life Insurance Planning

Languages: English

Location: Logan UT, 84321

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Landon Horne

RICP®, ChFC®, CFP®

I am a wealth management professional with Northwestern Mutual who enjoys working with individuals, families, and businesses. Most of the clients we serve are affluent and looking to protect and grow their hard-earned money as well as mitigate their tax burden in an efficient way. They appreciate working with a team that acts as an advocate for their future self.Visit my website

Expertise: Retirement Planning, Life Insurance Planning, Financial Planning

Languages: English, Spanish

Location: Heber City UT, 84032

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Todd Johnson

J.D.

Financial planning requires a commitment of time—yours and mine. I will work to understand your current personal and financial circumstances and your goals for the future. I do more than determine a planning solution. I will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.Visit my website

Expertise: Fee-Based Financial Planning, Retirement Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Investment Strategies, Wealth Management, Estate Planning, Business Continuation Planning, Business Succession Planning, Employee and Executive Benefits Planning

Languages: English

Location: St George UT, 84770

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David MacfarlaneVisit my website

Expertise: Financial Planning, Retirement Income Planning, Business Risk Management, Investment Strategies, Life Insurance Planning, Disability Income Planning, Employee and Executive Benefits Planning, Estate Planning

Languages: English, Spanish

Location: Logan UT, 84321

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Kelsey Richins

MAcc, RICP®

Growing up in a small town in Idaho taught me that it takes a village to raise a family. We will develop a strategy so that you can use your talents today and later to serve your village. Taking you to your goals requires your dedication and commitment and a willingness to let me guide you. We'll create a plan together so you can sleep at night.Visit my website

Expertise: Financial Planning, Retirement Planning, Business Risk Management, Life Insurance Planning, Special Needs Planning

Languages: English

Location: Logan UT, 84321

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