Segelke Financial Group

Add to Favorites

Claimed

CLOSED NOW

Today: 8:30 am - 5:00 pm

Tomorrow: 8:30 am - 5:00 pm

26 Years

in Business

Accredited

Business

Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

Places Near South Jordan with Financial Planning Consultants

General Info: “Our mission is to protect and grow our clients’ wealth in a very uncertain financial world through education, careful planning and communication. We care deeply about helping our clients achieve financial security, leaving a legacy and giving back.” The Segelke Financial Group is a full-service financial services and strategic planning organization serving Salt Lake City, Utah and surrounding areas. We have professional affiliations with CPAs and attorneys, specializing in Estate and Tax Planning Services. We specialize in Retirement, Estate, Social Security, and Medicaid Planning as well as Business Succession Strategies to assist individuals and businesses in achieving their lifetime objectives. We help our clients understand and manage risk, maximize benefit programs, minimize taxes and enhance net worth.
Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
BBB Accredited businesses follow the BBB Standards for Trust and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Extra Phones: TollFree: (877) 236-5901
Other Link: http://www.sfgclient.com
Categories: Financial Planning Consultants, Financial Services, Investments, Retirement Planning Services

Be the first to add a photo!

Hi there!
Be the first to review!

Click to Rate

Phone: (801) 987-3973

Address: 10235 S Jordan Gtwy Ste 104, South Jordan, UT 84095