Independent Home Loans

Cottonwood Asset Management, located in Sandy, UT, offers a range of financial services including investment management, tax preparation, and personal financial planning. Led by President David Kaplan, a CPA and CFA with over 20 years of experience, the firm provides tailored solutions to meet clients' financial objectives. With a focus on supervising and managing investment portfolios, Cottonwood Asset Management conducts regular performance reviews and detailed financial planning to ensure investments align with clients' tax situations and risk profiles. The firm also offers tax services, business consulting, and Quickbooks consulting to support a comprehensive approach to financial management.Generated from the website

Ameriprise Financial Services, located in Sandy, UT, is committed to helping clients achieve their financial goals through personalized one-on-one financial advice and tailored recommendations. With a network of over 10,000 advisors, clients can find the right expert who aligns with their financial aspirations and values. The firm emphasizes the importance of ongoing communication, offering regular meetings to assess progress and investments, along with digital tools for easy access to financial information. Ameriprise Financial has earned recognition for its exceptional understanding of clients' needs and values, reflecting its dedication to providing comprehensive financial planning services. Generated from the website

North Harbor Wealth Management - Ameriprise Financial Services, located in Sandy, UT, is dedicated to helping clients achieve their financial goals through personalized advice and tailored investment strategies. With a network of over 10,000 advisors, they focus on aligning financial planning with individual client needs and values. Clients can expect one-on-one financial consultations, regular progress reviews, and access to digital tools for tracking investments. The firm boasts a range of specialized advisors, each equipped with various credentials to address diverse financial situations, ensuring that clients feel confident and in control of their financial futures. Generated from the website