Legacy Financial Group

Insurance agency passionate about helping their clients with their insurance needs, whatever they may be.

Albion Financial Group, founded in 1982 by Toby Levitt and John Bird, is a fee-only Registered Investment Advisor based in Salt Lake City, UT, dedicated to prioritizing clients' best interests without the influence of product sales agendas. Recognized as a nationally acclaimed investment manager and wealth advisor, Albion fosters a personalized approach to financial advising, ensuring clients make informed decisions aligned with their unique goals. The firm is also committed to empowering women through its Women of Albion initiative, which provides resources and support for female clients at various life stages. With accolades such as ranking on CNBC's Top 100 Financial Advisory Firms for four consecutive years, Albion continues to highlight its dedication to ethical financial practices and client-focused services. Generated from the website

Burrus Financial Services is an independent, fee-only, registered investment advisory firm based in Salt Lake City, UT. With a fiduciary duty to their clients, they offer comprehensive financial planning services including investment advice, asset allocation strategies, tax management, estate planning, and risk management. Recognized for their success, Burrus Financial has been awarded the 40th Fastest Growing Company and currently custodies over $200 million in assets with Fidelity. Their commitment to excellence is further demonstrated through their membership in the National Association of Personal Financial Advisors.Generated from the website