Allegis Financial Partners | Logan, UT

Service Area: Logan, UT
Team Size: 36 employees
Business Duration: 35 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Service type

General financial planning
Retirement planning
Life insurance review
Investment review
Tax planning
College planning
Annuities
Mutual funds
Trusts or estate planning
Home purchase

Work location

My customers travel to me
I travel to my customers
I work remotely (phone or internet)

About

I am a financial planner with a bachelor's degree majoring in finance and a minor in Personal Financial Planning. I recently finished my master's degree at Utah State University in Financial Economics. I am a fiduciary and will be sitting for the CFP exam this year. I specialize in retirement planning, tax planning, income planning, estate planning, and investments.

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Jaxon Hill
- Completed on 6/30/2023

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