All financial professionals

Financial Advisor

Marcus Bennett

Bennett Retirement Partners

5.0 (2)

I help pre-retirees and young retirees in the Valley turn a lifetime of savings into dependable income. My process starts with a full picture of your financial house — income, protection, taxes, and legacy — before we ever talk about investments.

Life Insurance Agent

Anthony Brooks

Brooks Legacy Insurance

4.8 (4)

I help families build generational wealth with the right mix of protection and cash-value strategies, explained plainly.

Financial Advisor

Linda Harper

Harper Wealth Advisors

4.7 (3)

For over 30 years I have guided families along the Wasatch Front through retirement, widowhood, and business transitions. I believe a plan should be simple enough to explain at the kitchen table.

Estate Planning Professional

Layla Haddad

Haddad Estate Law

4.5 (2)

Estate planning attorney helping families protect their homes, businesses, and children with wills, living trusts, and guardianship plans. Arabic and French spoken.

Medicare Agent

Roberto Alvarez

Alvarez Medicare Solutions

4.5 (2)

Turning 65 or new to Medicare? I compare plans from multiple carriers side by side, in English or Spanish, at no cost to you. I stay with my clients every Annual Enrollment Period.

Medicare Agent

Frank Morrison

Gulf Coast Medicare Advisors

4.8 (4)

A retired teacher turned Medicare advisor, I help Tampa Bay retirees understand their choices without pressure. Home visits available.

Estate Planning Professional

Carlos Mendoza

Mendoza Legacy Planning

4.7 (3)

For 35 years I have helped New Mexico families plan for incapacity and pass on land, homes, and businesses without the cost of probate.

Tax Professional

Grace Kim

Kim Enrolled Agents

4.7 (3)

Enrolled Agent licensed to represent taxpayers before the IRS. I resolve back taxes, audits, and notices — and prepare returns in English and Korean.

Medicare Agent

Denise Washington

Peachtree Senior Benefits

4.7 (3)

I make Medicare make sense. From Part A to Part D, I walk you through your options, check your doctors and prescriptions, and help you enroll with confidence.

Financial Advisor

David Chen

Pacific Crest Financial

4.5 (4)

I specialize in equity compensation, college funding, and tax-efficient investing for tech professionals and their parents. Fluent in Mandarin and Cantonese.

Estate Planning Professional

Karen Whitfield

Whitfield Trust & Estate

4.5 (4)

I help Utah County families put wills, trusts, and healthcare directives in place — with flat-fee packages and clear timelines.

Tax Professional

Ryan Mitchell

Mile High Tax Co.

4.5 (4)

Modern, virtual-friendly tax preparation for W-2 earners, freelancers, and real-estate investors across Colorado.

Tax Professional

Priya Patel

Patel Tax & Advisory

4.5 (2)

CPA serving individuals, retirees, and small businesses. Year-round tax planning so April holds no surprises. Hindi and Gujarati spoken.

Life Insurance Agent

Michael O'Brien

O'Brien Family Protection

4.5 (2)

Life insurance is the foundation of a financial house. I design term and permanent policies that fit your budget and protect your mortgage, income, and kids’ futures.

Life Insurance Agent

Sofia Ramirez

Ramirez Insurance Group

4.3 (3)

Bilingual agent helping young families and small-business owners get covered quickly and affordably. Many clients are approved without a medical exam.

Estate Planning Professional

Curtis Olsen

Sword and Shield Planning

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Curtis Olsen founded Sword & Shield in 2010 and has spent 17 years helping families organize and prepare their estate-planning documents, with more than 3,000 plans prepared across 49 states. He and his team meet with every client personally and stay available through signing and funding.