Financial Advisors in Salt Lake City, UT

Helping you elevate your financial potential

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2795 East Cottonwood Parkway

Suite 670

Salt Lake City, UT 84121

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THE Salt Lake City, ut TEAM

  • Taralee Sundberg

    Director, Financial Planning

    Lynnwood, Salt Lake City

    Taralee Sundberg

  • Todd Hillstead

    Executive Director, Financial Planning

    Salt Lake City

    Todd Hillstead

 

 

 

 

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Working with us in Salt Lake City, UT

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Salt Lake City is here for you, serving the Salt Lake City and Provo areas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

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