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- UMA Financial Services E 4500 S, Salt Lake City
- Phone:
- +1 801-747-0800
- Website:
- https://www.umafs.org/
- Address:
- 310 E 4500 S #550, Salt Lake City, UT 84107, United States
- Hours:
- Thursday8:30AM–5PMCLOSE
Services
Business consulting
College savings-related financial consulting
Debt management counseling
Estate planning
Financial coaching
Financial planning
General investment consulting
Insurance purchase consulting
Investment advising
Mutual & index fund consulting
Retirement savings consulting
Tax planning
Wealth management
Alternative Investments
Asset Allocation Strategies
Cash Management
College Funding
Comprehensive Financial Planning
Consulting Services
Defined Benefit Plans
Esop Plans
Estate Preservation
Finance Education
Financial Advisors
Financial Planner's
Financial Planning
Financial Strategy
Fixed Income
Fund Advisors
Income Allocation
Income Planning
Individual Financial
Insurance Analysis
Insurance Planning
Insurance Protection
Investment Advice
Investment Adviser
Investment Advisors
Investment Advisory
Investment Planning
Investment Strategy
Management Insurance
Mutual Fund
Plan Design
Registered Investment Advisory
Retirement Income Strategies
Retirement Planning
Risk Management
Student Loans
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UMA Financial Services Reviews
3.7 stars based on 4 reviews
Featured Comments:
A
Amy Gail Williams
5.0
Jeff Zesiger has been a vital part of my learning curve in my financial well-being. I appreciate his kindness, honesty and clarity in what is needed and what is optional. I have nothing but good things to say about this group.
B
Brian Hall
5.0
I've worked with UMAFS for several years through my employer. They have been great to work with. I have worked with Eric Halvorsen for about 6 years and he has been extremely helpful to me any my family with our investments. Their rates are also some of the lowest around. UMAFS is also discussed in James Dahle's The White Coat Investor with high praise. I would recommend them to others without hesitation.
C
Clark Madsen
5.0
These advisors go out of their way to make personalized retirement plans with their clients. I have been very impressed with them so far. They do not work on commissions and have my interests at heart. Sound advice.
More reviews (1)
Payday Loan Calculator
Estimated Payment
$ null
- Total Principal Paid:$ 1,000.00
- Finance charge:$ 255.62
- APR: 311.00 %
Payment Breakdown
Map & Direction
Directions- Thursday :8:30AM–5PM
- Friday :8:30AM–5PM
- Saturday :Closed
- Sunday :Closed
- Monday :8:30AM–5PM
- Tuesday :8:30AM–5PM
- Wednesday :8:30AM–5PM
FAQs
1. How to Contact UMA Financial Services?
Dial +1 801-747-0800. You can complete contact form for further negotiation.3. What Services Does UMA Financial Services Offer?
UMA Financial Services provides services in the following:Business consultingCollege savings-related financial consultingDebt management counselingEstate planningFinancial coachingClick here now to find more details from UMA Financial Services.5. Does UMA Financial Services Perform as an Agency or a Lender?
UMA Financial Services is a Financial consultant which will accept all kinds of loans. Besides, you can try WeLoans that can find you the best lenders for you to compare.
2. What's the Address of UMA Financial Services?
310 E 4500 S #550, Salt Lake City, UT 84107, United States may be the address of UMA Financial Services. You can find more similar loan stores here.4. How to Get a Loan at UMA Financial Services?
You can check out on their website as long as you need loans.6. What if I Can't Repay My Loan On Time?
You need to get in touch with your lender for negotiation before you commit a breach of contract if you can't fulfil the agreement.7. Does UMA Financial Services Accept People with Low Credit Scores?
Sure, feel free to contact them for more details before you move forward.