The 30 Best Banking and finance in Salt Lake City, Utah

Jonathan Hertel - State Farm Insurance Agent is a reputable insurance agency located at 3448 South Main Street in South Salt Lake, Utah, United States. Jonathan Hertel holds a bachelor's degree from the University of Utah with a minor in Spanish, and is a member of the South Salt Lake Police Athletics League. At this institution, you can receive valuable tips on financial goals and budgeting to help you gain better control over your business and personal finances. They also offer advice on rural road driving safety and preparation for the transition from home to college for students.

Oportun is a finance institution located at 3315 State Street in South Salt Lake, Utah. We provide responsible and affordable lending solutions to individuals who may not have access to traditional banking services. Our mission is to help our customers build a better future by offering fair and transparent financial products. With a focus on financial inclusion and empowerment, Oportun strives to create opportunities for all members of the community to achieve their financial goals. Visit us today to learn more about how we can help you on your financial journey.

Ridgeline Federal Credit Union, located at 564 East 300 South in Salt Lake City, Utah, is a trusted institution offering ATM services and financial solutions. We prioritize providing our members with higher dividend rates while keeping fees to a minimum. Whether you're looking for a loan to start fresh or need to manage your finances securely, Ridgeline Credit Union has the right program for you. With our mobile banking options, you can easily make loan payments from anywhere. Our hassle-free car financing options make getting behind the wheel a breeze. Visit us during our business hours on Monday through Friday from 9AM to 5PM for personalized service and expert financial advice.

WebBank is a leading financial institution located at 215 State Street in Salt Lake City, Utah. As a trusted online bank, WebBank offers a wide range of banking services such as savings accounts, checking accounts, loans, and more. With a focus on convenience and efficiency, customers can easily manage their finances and access their accounts securely through the bank's user-friendly website and mobile app. With a commitment to customer satisfaction and financial security, WebBank is dedicated to providing top-notch banking services to individuals and businesses alike.

Loan Remedy is a finance institution located at 4568 South Highland Drive in Salt Lake City, Utah, United States. Our dedicated team is committed to providing exceptional service to our clients throughout the loan process. When you work with Loan Remedy, you can expect personalized attention and expert guidance every step of the way. Our experienced loan officers will meet with you to discuss your financial situation, credit, and financing options. We will help you choose the perfect loan program and interest rate that best suits your needs.

UFirst Credit Union is a trusted financial institution located at 505 Wakara Way in Salt Lake City, Utah, United States. As a leading credit union, we offer a range of financial services including ATM access, banking, and finance solutions to help our members achieve their financial goals. At UFirst Credit Union, we prioritize personalized service and are committed to providing our members with the support and resources they need to succeed. You can also schedule an appointment to meet with us at your preferred branch. Schedule an appointment with us today and experience the difference at UFirst Credit Union.

UFirst Credit Union is a convenient financial institution located at 1836 Student Life Way in Salt Lake City, Utah. As an ATM, bank, and finance center, UFirst is dedicated to providing excellent service for all your financial needs. Located in the Student Life Center at the University of Utah Campus, UFirst offers state-of-the-art ITMs for face-to-face transactions with friendly service. If you prefer to work with an in-person agent, you can visit their location inside the University of Utah Campus Store. Trust UFirst Credit Union for all your banking needs.

UFirst Credit Union is a financial institution conveniently located at 270 South 1500 East in Salt Lake City, Utah, United States. As an ATM, bank, and finance provider, we offer a range of services to meet your financial needs. Our branch is situated inside the Campus Store at the bustling U of U campus, making it easily accessible for students, faculty, and visitors alike. If you prefer a more personalized experience, you can schedule an appointment to meet with us at your preferred branch. Take control of your finances and experience exceptional service with UFirst Credit Union.

TIAA Financial Services is a leading financial institution located at 505 Wakara Way in Salt Lake City, Utah, United States. As a bank, finance, and insurance agency, TIAA offers a wide range of services to help individuals and businesses achieve their financial goals. With a commitment to providing personalized and expert advice, TIAA is dedicated to helping clients secure their financial future and make informed decisions. Whether you are looking for banking solutions, investment options, or insurance coverage, TIAA Financial Services is here to support you every step of the way.

Tanner Employee Credit Union is a financial institution located at 1865 South Main Street in Salt Lake City, Utah. As an ATM and finance institution, Tanner Employee Credit Union provides a range of financial services to its members, including savings accounts, loans, and other banking products. With a focus on serving employees and their families, Tanner Employee Credit Union offers personalized financial solutions to help individuals achieve their financial goals. Visit us today to learn more about how we can help you manage your money effectively.

Crewe Advisors, located at 650 South Main Street in Salt Lake City, Utah, is an independent advisory firm specializing in wealth management. With a focus on providing impartial advice and a comprehensive approach to financial planning, Crewe Advisors aims to bring financial harmony to their clients' lives. As a fee-based SEC registered investment advisor, Crewe Advisors offers services including financial, estate, investment, tax, risk, and philanthropic planning. The team at Crewe Advisors acts as advisors, gatekeepers, strategists, communicators, and stewards, working closely with clients to create custom plans that preserve and protect their family legacy and lifestyle. Through careful analysis and research, they help clients navigate the complexities of finance and make informed decisions to reach their financial goals.

Gonzalez Market is a one-stop shop located at 1220 South Redwood Road in Salt Lake City, Utah. This institution offers a wide range of services including finance, food, grocery, restaurant, and store all under one roof. Customers can conveniently take care of their banking needs, stock up on fresh produce and pantry staples, enjoy a delicious meal at the restaurant, and shop for various household items. With a friendly staff and a diverse selection of products, Gonzalez Market is the go-to destination for all your daily needs.

Plett Advisory Services, LLC is a finance institution located at 15 Kensington Avenue in Salt Lake City, Utah, United States. The founder, who was trained as a bank examiner by the FDIC, has a wealth of experience working with regional banks, community banks, credit unions, and private equity firms. Specializing in credit analysis for middle-market and small business loans, the institution also offers services in monitoring and risk management systems. Additionally, they provide credit analysis training courses for those looking to enhance their skills in this area. Trust Plett Advisory Services, LLC for all your finance needs.

Lingle Group at Merrill Lynch Financial Advisor Brian E Lingle is a finance institution located at 60 East South Temple Street in Salt Lake City, Utah, United States. Supported by the global resources of Merrill, the team at Lingle Group is committed to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities, even as they change over time. With over 40 years of collective experience, the team at Lingle Group creates customized investment approaches to help clients address their unique needs using a goals-based, risk-adjusted strategy. Led by Brian E Lingle, who has been in the financial industry since 1999, the team also includes Heidi Lingle and Laura, who bring their expertise and dedication to helping clients reach their financial goals. Whether you're planning for retirement, saving for a home, or funding your child's education, Lingle Group at Merrill Lynch Wealth Management is dedicated to helping you manage, grow, and preserve your wealth. They offer personalized financial approaches tailored to your individual needs and aspirations, and work with you to develop a plan that considers your long-term financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Lingle Group at Merrill Lynch Wealth Management is here to help you achieve your financial goals.

Merrill Lynch Financial Advisor Katelyn Hancock is a trusted institution located at 60 East South Temple Street, Salt Lake City, Utah, United States. As a finance institution, our primary goal is to understand our clients and their financial aspirations. We believe in starting every relationship with a meaningful conversation to identify and prioritize your goals. Whether you're planning for retirement, saving for a home, or funding your child's education, we are here to listen and provide personalized advice and guidance. Our team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. We offer tools to help you track changes in your life and goals, ensuring that your financial approach evolves with you. By utilizing the Investment Personality Assessment, we gain a deeper understanding of your investing preferences to customize a financial approach that aligns with what matters most to you.

Capital Street Group - Morgan Stanley is a renowned finance institution located in Salt Lake City, Utah. With a prime location at 60 East South Temple Street, this institution offers top-notch financial services to its clients. As a part of the prestigious Morgan Stanley brand, Capital Street Group is known for its expertise in wealth management, investment banking, and financial advisory services. Clients can expect personalized financial solutions tailored to their individual needs and goals. With a team of experienced professionals and a strong track record of success, Capital Street Group - Morgan Stanley is a trusted partner for individuals and businesses looking to achieve their financial objectives.

Zions Direct is a finance institution located at 3880 South 700 East in Salt Lake City, Utah, United States. They offer a wide range of financial services including investment opportunities, trading platforms, and banking solutions. With a focus on providing personalized financial guidance and innovative solutions, Zions Direct aims to help individuals and businesses achieve their financial goals. Their experienced team of professionals is dedicated to delivering exceptional service and helping clients navigate the complexities of the financial world.

Galileo Financial Network is a leading finance institution located at 299 South Main Street in Salt Lake City, Utah, United States. With a strong focus on providing innovative financial solutions, Galileo Financial Network offers a wide range of services including banking, investment management, and financial planning. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure a loan, Galileo Financial Network is committed to providing personalized and reliable financial services to meet your needs.

Alan D. Paulson - Morgan Stanley is a renowned finance institution located in Salt Lake City, Utah. With a prime location at 60 East South Temple Street, this institution offers a wide range of financial services to individuals and businesses. From wealth management to investment banking, Alan D. Paulson - Morgan Stanley is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a strong reputation in the industry, clients can trust in the expertise and guidance provided by this institution. Whether you are looking to grow your wealth or secure your financial future, Alan D. Paulson - Morgan Stanley is committed to delivering top-notch financial solutions tailored to your specific needs.

David M Dudley - Morgan Stanley is a finance institution located at 60 East South Temple Street in Salt Lake City, Utah, United States. As a branch of Morgan Stanley, they offer a wide range of financial services including wealth management, investment banking, and advisory services. With a team of experienced professionals, they are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or make strategic investments, David M Dudley - Morgan Stanley is committed to providing personalized solutions to meet your unique needs.

Merrill Lynch Financial Advisor Heidi Lingle, located at 60 East South Temple Street in Salt Lake City, Utah, is a finance institution focused on personalized wealth management. Heidi, who joined Merrill Lynch Wealth Management in 2019, is dedicated to prioritizing the needs of her clients and helping them achieve their financial goals. With a background in fitness and a passion for endurance sports, Heidi brings a unique perspective to financial planning. She works closely with her clients to create personalized financial plans tailored to their individual needs and aspirations. Through the Merrill Personal Wealth Analysis™ process, Heidi helps clients build and document a plan centered on their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Heidi is committed to helping her clients manage, grow, and preserve their wealth for the future. Whether it's planning for retirement, saving for a home, or funding a child's education, Heidi believes that financial success is achieved by making informed investment decisions that align with each client's unique goals and priorities. By regularly reviewing and adjusting financial approaches to reflect changes in clients' lives and the markets, Heidi ensures that her clients stay on track to achieve what matters most to them. As a Merrill Lynch Wealth Management Advisor, Heidi is dedicated to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.

Merrill Lynch Financial Advisor J. Dashiell Dale is a finance institution located at 1100 East 6600 South, Salt Lake City, Utah, United States. They believe in starting every relationship with a conversation to help identify and prioritize your goals. Whether it's transferring wealth, customizing financial approaches, or providing guidance, they listen to learn more about you and your family. Through their Investment Personality Assessment, they gain a deeper understanding of how you think and feel about investing to customize a financial approach tailored to your needs. They offer tools to help you track changes in your life and goals, ensuring your financial approach remains reflective of your priorities. With access to Merrill's investment insights and Bank of America's banking solutions, they work with you to develop a strategy to address your financial needs. Their team is dedicated to building strong client relationships based on trust and personalized service. They offer personalized plans through Merrill Personal Wealth Analysis™ and regularly review progress to keep you on track towards your goals. By understanding what matters most to you, they create a financial approach that reflects your personality and helps you address market fluctuations and life changes. Let Merrill Lynch Financial Advisor J. Dashiell Dale help you achieve your financial goals.

Merrill Lynch Financial Advisor Chris Pina is a finance institution located at 1100 East 6600 South, Salt Lake City, Utah, United States. At Merrill Lynch, every relationship begins with a conversation to help identify and prioritize your financial goals. They believe in customizing your financial approach to help you pursue your passions and provide advice and guidance to keep you informed. The team at Merrill Lynch believes that financial success can be achieved by making investment decisions that align with your personal goals. They offer tools such as the Investment Personality Assessment to understand your investing preferences better and customize a financial approach tailored to your needs. With access to the global resources of Merrill and Bank of America, they work with you to develop strategies to manage, grow, and preserve your wealth. The team is committed to building strong client relationships based on trust and personalized service. They offer services such as Merrill Personal Wealth Analysis™ to create a personalized financial plan centered on your goals and aspirations. By staying in touch to discuss changes in your life and financial markets, they aim to help you stay on track towards achieving your financial goals. Whether you're planning for retirement or saving for a major purchase, Merrill Lynch Financial Advisor Chris Pina is dedicated to helping you reach your financial goals.

Artspace Bridge Projects is a vibrant institution located in Salt Lake City, Utah, just steps away from the Gateway and a TRAX stop. This unique space offers 62 modern two and three bedroom apartments at affordable rates for households between 35-55% of the area median income. In addition to providing housing, Artspace Bridge Projects also features retail spaces and offices for nonprofit organizations and small businesses. The institution has received generous support from various donors, including the George S. and Dolores Doré Eccles Foundation, the Redevelopment Agency of Salt Lake City, and the Federal Home Loan Bank of Seattle, among others. Financing for this project has been secured through Ally Bank, American Express Utah Equity Fund, and The Enterprise Social Investment Corporation, among others.

BDO, located at 299 South Main Street in Salt Lake City, Utah, is a leading institution in the fields of accounting and finance. With a focus on emerging trends, regulatory updates, and the latest headlines in legal tech, BDO helps businesses enable new growth and find competitive advantage. The institution offers valuable data to energize business strategy, lead organizations towards stability and growth, and navigate risks and opportunities in 2024. The Salt Lake City office of BDO, known as "The Crossroads of the West," serves as the industrial banking center of the United States, offering a service-oriented economy. The office provides local presence, experience, accessibility, and insight expected from BDO, with cross-functional teams offering a comprehensive array of assurance, tax, and business advisory services. Partner-led teams of seasoned professionals help businesses in key industries such as real estate, hospitality, manufacturing, technology, and life sciences adjust to market shifts and opportunities.

Paul W. Shoemaker - Morgan Stanley is a finance institution located at 60 East South Temple Street in Salt Lake City, Utah, United States. As a branch of Morgan Stanley, this institution offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, Paul W. Shoemaker - Morgan Stanley is dedicated to providing tailored financial solutions to help clients achieve their financial goals. Whether you are an individual investor, a business owner, or an institutional client, you can rely on the expertise and resources of this institution to help you navigate the complexities of the financial markets and make informed decisions.

KPMG is a global institution located at 15 South Temple, Salt Lake City, Utah, United States, specializing in accounting and finance. They are known for creating a caring, inclusive, Purpose-led, and Values-driven culture. KPMG works with asset management firms, banks, fintech companies, energy sector, public sector, biotechnology, pharmaceutical, medical device corporations, insurers, and entrepreneurs to help them make bold decisions, navigate regulatory changes, and prepare for the future. They provide objective assurance over data, help transform functions to make a greater impact, and assist in creating lasting value and responsible growth. By signing up, individuals can access personalized content, viewpoints from KPMG leaders, and subject matter experts from around the world. KPMG is a network of independent firms affiliated with KPMG International Limited, each operating as a separate legal entity. For more information about their structure, visit their website at https://kpmg.com/governance.