Financial Advisors in Logan, Utah (Cache County)

Financial Planning Services

Paul Winter is a Salt Lake City, UT fee-only financial planner. The firm he founded, Five Seasons Financial Planning, provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Paul Winter is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.... See More

Kent Wilson, BS, CFP, CPA
Wilson Financial Advisors offers comprehensive, fee-only financial planning to individuals and institutions. Our firm is comprised of industry professionals with a strong background in investments, wealth management, tax planning, employee benefits and estate planning. Established in 1984, we have always offered clients an alternative to the commission or stock broker world by delivering objective advice that is free of ulterior motives or conflicts of interest. We establish relationships with our clients through full disclosure and build lasting connections via education and communication.
WFA is not a performance based practice. Our desire is to monitor, maintain and improve our clients' financial health through sound investments and careful planning.... See More

Scott Cheney, CASL, CFP, ChFC, CLU
Twin Peaks Wealth Management LLC is an independent wealth management firm committed to providing fiduciary advice and exceptional service to a limited number of Clients who are nearing retirement or recently retired. Twin Peaks Wealth Management offers comprehensive wealth management, which includes comprehensive financial planning and ongoing investment management.
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James Zeberlein, CFP, MBA
At Z Financial Planning, LLC we specialize in helping people through the process of financial independence and retirement. If you're like most people, you have several pieces of your financial plan in place - you pay taxes, invest in the market, have some insurance, and maybe have an estate and retirement plan. However, it's likely that each of these pieces was developed independently and at different times in your life. It's also likely that you've never had all the pieces reviewed by someone who wasn't trying to sell you some type of financial product. Regardless of how much money you have, we can help you address your financial concerns. I have over 30 years experience in finance and personal financial planning including retirement planning, insurance, investments and investment management for individuals and irrevocable trusts, estate planning, disability planning, and trust services. I'm at my best when I have the chance to provide comprehensive planning to my clients but I will deliver hourly or project oriented planning or investment management services. I'd welcome the chance to speak with you about what you are looking for and see if I may be able to help.... See More

Jeffrey Bland
Burrus Financal Services, Inc. is an independent, fee-only financial planning firm committed to providing trusted, unbiased advice and exceptional service. Burrus offers comprehensive financial planning which includes investment advice, asset allocation strategies, tax management, estate planning, and risk management.... See More

Whether you’ve worked with previous professionals to develop a financial plan or you’re looking to build your first one, we can help. Glide Financial focuses on personalized financial planning. Everyone has different dreams, values and goals as they near retirement. That’s why we don’t take a one-size-fits-all approach to assessing your finances. Instead, we approach your financial plan based on your unique financial standings and needs. We’ll discuss the investment options that may be best for you based on your risk tolerance and personal goals as you head toward retirement. With a special focus on risk management, your advisor will work closely with you to analyze your current portfolio and suggest better solutions to benefit your income needs. We pride ourselves in delivering high quality service to each of our clients. When you choose Glide Financial Group, you can expect to work with a professional who understands how important your dreams are. Don’t wait! Call Glide Financial Group today or visit us online at www.glidefg.com/ to start building your individualized plan.... See More