Best financial planner in Lehi, Utah (UT) 2024

They are easy to reach. Quick to respond. Trevor helped me set up a new bank account within about 30 minutes today. That was after another bank (Wells Fargo) didn't have anyone to meet with me at my appointment. I have other accounts with Zions. However, I tried using the bank that was closer to me today and that was a waste of time. An extra 5 minutes was worth the drive. ~Brian

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