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Showing 1 - 6 of 6 results
ALBION FINANCIAL GROUP
ALBION FINANCIAL GROUP
Salt Lake City, Utah
25-49 employees
Established in 1982 in Alta, Utah and currently located in Salt Lake City, Albion Financial Group is an independent wealth advisor and investment manager. Over the last four decades Albion Financial Group has become a nationally recognized, locally respected, award-winning provider of customized wealth management services. From the firm’s humble beginnings, Albion Financial Group has grown into one of Utah’s largest privately held investment managers. Albion Financial Group’s suite of investment services includes in-depth market research, customized portfolio management, and comprehensive financial advising. As a fiduciary and as a fee-only advisor, Albion Financial Group measures success by how well we have done in guiding our clients to achieve their financial goals; not by the amount commissions received or investment products sold.
Retirement Benefits Rank
Top Benefits
THE CYNOSURE GROUP LLC
THE CYNOSURE GROUP LLC
Salt Lake City, Utah
50-99 employees
Tracing its roots to the Eccles family of Utah, The Cynosure Group is an independent alternatives asset manager and portfolio advisor that makes long-term investments on behalf of families, foundations, and other like-minded institutions. Cynosure’s collaborative solutions focus on alternative asset classes that range from select direct investment opportunities in profitable small to mid-sized companies, to comprehensive portfolio construction and allocations. Cynosure's core direct investments focus on bringing together Founder and Management-Owners with Aligned Capital.
Retirement Benefits Rank
Top Benefits
FIRST SOUTHWESTERN FINANCIAL SERVICES, LLC
FIRST SOUTHWESTERN FINANCIAL SERVICES, LLC
Roy, Utah
1-24 employees
Worked with over 200 originated & subprime auto & property financial loan accounts. Handled multiple lines for both inbound and outbound calls for processing payment transactions, payment plans/arrangements with customers and other customer service concerns. Utilized Spanish to assist other departments in company- Collections, Repossessions, Re-sale, Legal and Skip Tracing. Liaison between First Southwestern Financial Services & Caribbean Auto Marts in U.S. Virgin Islands. Trainer for new-hire collections & financial account employees.
Retirement Benefits Rank
Market Laggard
ADAMS WEALTH ADVISORS, LLC
ADAMS WEALTH ADVISORS, LLC
Logan, Utah
1-24 employees
Adams Wealth Advisors is a privately-owned, independent wealth management firm offering comprehensive financial planning to clients in Northern Utah and the surrounding area. Our firm’s philosophy addresses the need to deliver an investment strategy tailored to each client’s needs. We take pride in running a clean, client-centered business. The hybrid business model allows us to go one step further in providing quality service for our clients. At Adams Wealth Advisors, clients receive a level of transparency they are not accustomed to experiencing at other firms. Our clients are provided with a thorough understanding of the investment process and are able to access all of the decisions made with their portfolio. By working with the professionals on your team, you are presented with comprehensive overview of your complete financial picture. To learn more about working with us at Adams Wealth Advisors, or for a list of states in which we are registered to do business, please visit www.adamswealthadvisors.com.
Retirement Benefits Rank
Market Leading
ALPINE SECURITIES CORPORATION
ALPINE SECURITIES CORPORATION
Salt Lake City, Utah
1-24 employees
Worked closely with house accounts as well as brokers to complete financial transactions. Interfaced with various departments to facilitate client transactions, answer questions, and resolve outstanding issues. I also negotiated with contra-party traders to obtain the best execution for clients as applicable. Worked with industry regulators and performed an initial review of due diligence materials for compliance.
Retirement Benefits Rank
Market Laggard
ELEVATION CAPITAL PARTNERS LLC
ELEVATION CAPITAL PARTNERS LLC
Salt Lake City, Utah
1-24 employees
Early stage venture capital firm. Proud partners of visionary founders. Never too early to get in touch with us. Above. Beyond. Together. Elevation
Retirement Benefits Rank
Market Laggard