Showing 1 - 6 of 71 results
SUMMIT FINANCIAL - SALT LAKE CITY, UT
SUMMIT FINANCIAL - SALT LAKE CITY, UT
Sandy, Utah
Summit Financial, LLC ("SF") an independent investment advisory firm is proud to continue a 4-decade legacy helping advisors elevate their businesses and deliver robust client experiences. We empower advisors and clients with first-class resources, including our fully integrated platform of top-tier services, thought leaders & innovative technology. Our advisors provide objective advice, financial planning, and investment solutions to families & individuals, family offices and select institutions. Our Professional Strategy Team of planning, insurance, and investment experts are committed to helping advisors and clients optimize results together. Summit Financial Holdings, LLC’s affiliates include, but not limited to, Summit Risk Management LLC, Summit Advisory Services LLC, Summit Services IT LLC & Summit Growth Partners LLC. Investment advisory & financial planning services offered through SF an SEC Registered Investment Advisor est. in 2018, the successor firm of all legacy investment advisory and financial planning business of Summit Equities, Inc. (SEC regd. 1991) and Summit Financial Resources, Inc. (SEC regd. 1983). Insurance offered through Summit Risk Management, LLC. The views & opinions expressed on this page are solely those of the author. SF is not affiliated with LinkedIn, Inc. Any external URLs, links or websites mentioned are unaffiliated with SF. Neither SF or its affiliates endorse 3rd-party products and services or their privacy & security policies. You should review any 3rd-party's policies and terms. We have not verified the information/opinions found on 3rd-party websites, nor do we make representations as to accuracy/completeness. We do not recommend any security, service, or product or provide investment, tax, or other advice. We cannot except endorsements & recommendations. Merchant Wealth Management Holdings, LLC, an affiliate of Merchant Investment Management, LLC, owns a minority, non-controlling interest in SF.
ALTURA PARTNERS LLC DBA PDR INSURANCE AGENCY - SALT LAKE CITY, UT
ALTURA PARTNERS LLC DBA PDR INSURANCE AGENCY - SALT LAKE CITY, UT
Draper, Utah
PDR Insurance Agency - Salt Lake City, UT is a standalone brokerage office based in Draper, Utah. Its work centers on construction employers of mid-sized scale, where it places medical coverage along with ancillary lines and retirement plans. UnitedHealthcare is one example of the carriers it works with.
MGIS - SALT LAKE CITY, UT
MGIS - SALT LAKE CITY, UT
Salt Lake City, Utah
MGIS - SALT LAKE CITY, UT is the Salt Lake City, Utah office of MGIS. Its work centers on employers in healthcare and social services as well as professional business services, spanning small, mid-sized and large employer clients. The office places self-funded arrangements and medical coverage, along with ancillary lines, retirement plans and mega wrap arrangements. Employer clients including Consulting Radiologists Ltd and Wisconsin Institute of Urology, SC are well rated by their employees for benefits. Example carriers include UnitedHealthcare, Cigna and Aetna.
EMPLOYERS CHOICE SOLUTIONS - SALT LAKE CITY, UT
EMPLOYERS CHOICE SOLUTIONS - SALT LAKE CITY, UT
Salt Lake City, Utah
Employers Choice Solutions' Salt Lake City, Utah office operates as part of the Employers Choice Solutions organization. Its employer clients span professional business services, retail services, construction, financial activities and manufacturing, with a focus on mid-sized and large employers. The office's work covers self-funded arrangements, medical coverage, ancillary lines and retirement plans, along with mega wrap structures. Clients including Central Salt Lake Valley GMC Enterprises LLC and R & O Construction are well rated by their employees for benefits. Example carriers placed through the office include SelectHealth, UnitedHealthcare and Cigna.
WANSUTTER INSURANCE & RISK MANAGEMENT - SALT LAKE CITY, UT
WANSUTTER INSURANCE & RISK MANAGEMENT - SALT LAKE CITY, UT
Salt Lake City, Utah
WanSutter Insurance & Risk Management operates as a standalone office in Salt Lake City, Utah. Its work centers on manufacturing and wholesale trade employers, with a book made up of small and mid-sized organizations. The office places medical coverage, including HMO plans, along with ancillary lines and retirement plans. Employer clients including Midwest Floor Coverings, Inc are well rated by their employees for benefits. Example carriers include SelectHealth, UnitedHealthcare and Gerber Life.