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Financial consultant

UMA Financial Services E 4500 S, Salt Lake City

3.7
(4)
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Phone:

+1 801-747-0800

Website:

https://www.umafs.org/

Address:

310 E 4500 S #550, Salt Lake City, UT 84107, United States

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,

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    UMA Financial Services Reviews

    3.7
    4 Reviews
    • A

      Amy Gail Williams
      5

      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

      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

      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.

    • B

      Brian Hales
      5

      Great advisers who know their stuff

    Personal Loans in Your Area of Salt Lake City

    FAQs

    • 1. How Can I Get Connection With UMA Financial Services?

      Just ring them at this phone number +1 801-747-0800. You can also search through their website and submit the loan request form online.
    • 3. What Services Can I Get From UMA Financial Services?

      UMA Financial Services provides you with a long list of services which include: '
      • Business consulting
      • College savings-related financial consulting
      • Debt management counseling
      • Estate planning
      • Financial coaching
      ' You can secure a title loan if you have a clear vehicle title under your name.
    • 5. Is UMA Financial Services an Agency or a Lender?

      UMA Financial Services is a Financial consultant. To make your lending process hassle-free, we allow you to get access with more than 100+ lenders over the internet. You can get a fast personal loan as quick as 24 hours.
    • 2. What Is the Address Of UMA Financial Services? How Can I Access This Store?

      UMA Financial Services is situated at 310 E 4500 S #550, Salt Lake City, UT 84107, United States. Just refer to the map below and find the most convenient way to access it.
    • 4. How Can I Apply for a Loan at UMA Financial Services?

      To apply for a cash loan, you can search through their website and submit the loan request form online. If you are looking for payday loans over the internet, you can visit our platform for more details.
    • 6. What Should I Do if I Fail to Repay My Loan?

      Simply have a talk with your lender if you have difficulty making the payments. Different lenders have different solutions to late payment. Please always read meticulously before signing any loan agreement.
    • 7. Does UMA Financial Services Offer Loans for Bad Credit?

      Yes, but if you want to improve your likelihood of success, you can turn to our broker service! Just click here to get installment loans even with bad credit.