Utah Senior Planning

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

Location

Photos 41

Reviews 10

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.

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.

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!

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.

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.

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.

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!

Jennie Steele

Kind and thoughtful people who know what they are doing and always available. We appreciate their help. Especially Cody

Lori Eggleston

Very patient and lots of great info and help!

DJ Calapp

Valarie was so helpful and responsive