Category: | Financial Consultant |
Address: | 1330 Flint Meadow Dr, Kaysville, UT 84037 |
Phone: | +1 801-546-9556 |
Site: | utahseniorplanning.com |
Rating: | 4.9 |
Working: | 12–5:30PM 9AM–5:30PM 9AM–5:30PM 9AM–5:30PM 9AM–5:30PM Closed Closed |
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Kelly Graham
I had a phone consultation with attorney Landon Sandberg regarding a close family friend whose daughter just passed away without a will. It was a difficult time for all of us and Mr. Sandberg answered my questions clearly and was honest enough to tell me we didn’t need a lawyer – he even gave me the document we needed to handle the deceased affairs. He was compassionate and generous. I would highly recommend him.
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Paul Jenkins
During our family meeting with our advisor we were given suggestions, explanations and information that we never knew were options. It was indispensable information. I suggest anyone thinking of their or aging parents future financial well being that they schedule a consultation with USP. Thank you to Valarie, Landon and others for their patience and well educated assistance.
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Susan Diehl
I would highly recommend Utah Senior Planning! Trying to understand all of the ins and outs of getting my mom the help she needed and getting it done in a timely way was so stressful before I was advised to contact them. They made the process easy to understand and took care of all of the legwork and my mom was all set very quickly. I highly, highly endorse their services!
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Kalee Pentz
I have worked closely with Utah Senior Planning in the last 6 months. They are VERY professional and amazing at what they do. Colin Nash, benefits advisor, is simply outstanding. I strongly recommend their services when planning for your grandparents or parents future.
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Brandon Swenson
After working with Cody for help with my grandparents senior living arrangements, I got a really good understanding of what direction I should take with my grandparents. Definitely recommend this senior planning center if you need some help or guidance.
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Riley Horsley
Utah Senior Planning helped get my mom on Medicaid quickly and efficiently. The staff is very friendly and has a great response time to answer all my questions and concerns. I could not have done it without them and would recommend them to anyone.
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G Steven Laney
My experience with Utah Senior Planning was excellent. All the interfaces with personnel was profession, honest, and helpful. I recommend them highly!
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Jennie Steele
Kind and thoughtful people who know what they are doing and always available. We appreciate their help. Especially Cody
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Lori Eggleston
Very patient and lots of great info and help!
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DJ Calapp
Valarie was so helpful and responsive