UMA Financial Services E 4500 S, Salt Lake City
+1 801-747-0800
https://www.umafs.org/
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
- Mutual Index Fund Consulting
- Retirement Savings Consulting
- Tax Planning
- Wealth Management
- Alternative Investments
- Asset Allocation Strategies
- Cash Management
- College Funding
- Comprehensive Financial Planning
- Consulting Services
- Defined Benefit Plans
UMA Financial Services Reviews
A
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.
C
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
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.
B
Great advisers who know their stuff
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FAQs
1. How to Get in Touch Wtth UMA Financial Services?
You can call them at this phone number +1 801-747-0800. Or you can enter their official website and submit the application form online.3. What Kind of Services Can I Obtain From UMA Financial Services?
UMA Financial Services enables you to get access a variety of services which include: '- Business consulting
- College savings-related financial consulting
- Debt management counseling
- Estate planning
- Financial coaching
5. Is UMA Financial Services an Agency or a Lender?
UMA Financial Services is a Financial consultant. To make things easier, iPaydayLoans enables you to get access with more than 100+ lenders over the internet. You can secure a personal loan online via us with no hard credit check.
2. What Is the Location Of UMA Financial Services? How Can I Find It?
UMA Financial Services is located at 310 E 4500 S #550, Salt Lake City, UT 84107, United States. You may refer to the map and find the most convenient way to access it.4. How to Apply for a Loan at UMA Financial Services?
You can enter their official website and submit the application form online. If you are looking for payday advances over the internet, you can come to our website for more details.6. What to Do if I Fail to Repay My Loan?
You can communicate with your lender if you feel it hard to repay the loan on time. Different lenders have different solutions to late payment. Please always read carefully before signing the loan agreement.7. Does UMA Financial Services Offer Bad Credit Loans?
Yes, but if you want to boost your likelihood of securing a loan with bad credit, you can turn to our broker service! Just check out our platform to get an installment loan even with bad credit.