Lefavi Wealth Management
2323 Foothill Drive, Salt Lake City, Utah, United States
About the Lefavi Wealth Management
Lefavi Wealth Management is a renowned finance institution located at 2323 Foothill Drive in Salt Lake City, Utah, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Lefavi Wealth Management, we prioritize personalized service and tailor our strategies to meet the unique needs of each client. Trust us to provide expert financial guidance and support as you navigate the complexities of wealth management.
Photos of Lefavi Wealth Management
2323 Foothill Dr #100, Salt Lake City, UT 84109, United States
Opening hours of Lefavi Wealth Management
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 15:00
Saturday:
Closed
Sunday:
Closed
Reviews of Lefavi Wealth Management
"My husband and I have been clients of Lefavi Wealth Management since 2009. We have always had great success with them. Our advisors Jay is very knowledgeable and helpful no matter what our questions are. The rest of the staff members are all very professional and helpful. Would recommend them very highly."
"I would highly recommend Lefavi Wealth Management. We have been with them for about 20 years. I have always been satisfied with anyone I have worked with there. Specifically Jeff Kemp is the best. He has gone above and beyond anything I could expect. He is professional and very personable. He is very accessible and easy to get ahold of. He always answers any questions with quick responses. He is very on top of things. Jeff has blessed our family in multiple ways and has helped us find financial freedom to do real estate investing as well as a remodel on our house. We wouldn't have felt comfortable to do either without his knowledge and guidance. I can't even express how grateful I am to Jeff Kemp and his team for everything they have done to help us. Beyond what he has done for us, he has also helped our teenagers set up accounts and start saving early. He spent a lot of time coaching them which was going the extra mile and then some."
"My advisor is Jay Greenberg. He has incredible patience and excellent follow through. I enjoy our conversations, which are very focused and helpful, but somehow always have little slices of laughter and human touch in them also. They make hard transactions easy, and although my funds have grown steadily over the 20 years with them, I’m not a high profile client with a huge account, and yet their personal approach leaves me feeling like they value my business."
"It is always a pleasant experience to meet with Jay Greenburg, my financial advisor. He is very thoughtful and extremely thorough in explaining everything about my investments. His friendly manner, his genuine interest in my financial security, and his kind way of doing everything carefully, has left me feeling safe, confident and happy to invest my life savings with Lefavi Wealth Management."
"My wife and I have worked with Lefavi Wealth Management for several years and have been very happy with their financial advice and support in reaching our financial objectives. They have provided a stable voice through volatile markets and have helped us with trends and direction. I recommend Lefavi as a company and their financial advisors."
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