Amicus Settlement Planners
2975 Executive Parkway, Lehi, UT 84043
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Amicus Settlement Planners is a finance institution located at 2975 Executive Parkway in Lehi, Utah, United States. They specialize in providing comprehensive settlement planning services to help individuals and families navigate the financial complexities of receiving a settlement. With a team of experienced professionals, Amicus Settlement Planners works diligently to create customized financial plans that meet the unique needs and goals of each client. Whether you are receiving a personal injury settlement, inheritance, or other windfall, Amicus Settlement Planners is dedicated to helping you secure a stable and prosperous financial future.
Reviews
"Today I called to ask some questions regarding settlement options and spoke with Dan Maxwell. He was extremely thorough, easy to talk to, gave excellent explanations and advice. He’s very knowledgeable, patient, kind and helpful. I recommend Amicus."
"I was getting frustrated after receiving a mail from the IRS. A mistake that I believe did not come from me. Trying to find a right CPA that knows about certain settlement wasn't easy. I am still grateful for their service but fast forward to three years, now here I am frantically searching for an answer on how to fix my IRS problem. It is not easy to find someone that is familiar with settlements and taxes. I decided to chat with Greg Maxwell. I was glad that I did. Although he is not able to fully help me with my current situation, he was able to give me some tips and encouraging information's. I wish I found them when I needed someone that is actually familiar with my settlement situation. Greg, thank you again for chatting with me. I truly appreciate your time. I wish you and your colleague the best of luck. I am sure you will help a great deal of people just like me."
"I couldn't recommend Greg and Amicus Settlement Planners enough! They are top of the line as far as their knowledge and experience regarding government benefits and the impact a settlement might have on them. I wouldn't have any hesitations recommending them."
"Daniel Maxwell was very informative. He took the time to explain the difference between the many trusts there are. He also referred me to someone who he thought would be better able to service my needs. I would recommend Amicus Settlement Planners. They are great!"
"ABSOLUTELY RECOMMEND! 100% If it was possible to give more stars, I would. Daniel M. Is an amazing individual to work with. Doesn't lie to you. Doesn't try to get as much out of you as possible. Doesn't try to take advantage of your situation. And doesn't make things overly complicated. Because of him I was not taken advantage of by another company that does SNT. Because of his honesty, and just all around being a magnificent person of no greed, he saved me over 6 thousand dollars! of my inheritance from my father, that this other company was going to charge me. A million thank yous! I appreciate you!"
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