Physician Wealth Advisors (UMAFS)
About the Business
Physician Wealth Advisors (UMAFS) is a finance institution located in Salt Lake City, Utah, United States. Specializing in providing financial advice and services specifically tailored to the unique needs of physicians, UMAFS helps medical professionals manage and grow their wealth effectively. With a team of experienced advisors, UMAFS offers personalized financial planning, investment management, and retirement planning services to help physicians achieve their financial goals. Whether you are just starting out in your medical career or looking to maximize your wealth as an established physician, UMAFS is dedicated to helping you build a secure financial future.
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Location & Phone number
310 E 4500 S #550, Salt Lake City, UT 84107, United States
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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."
"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."
"Great advisers who know their stuff"
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