One Financial Advisors

Simple Finance is a financial services company based in Midvale, UT. They offer a range of financial solutions to help individuals and businesses manage their money more effectively. With a focus on simplicity and practicality, Simple Finance provides services such as budgeting assistance, investment advice, and debt management strategies to help clients achieve their financial goals. Generated from their business information

Waddell & Reed in Midvale, UT is a financial services company that provides investment management and financial planning services to individuals and businesses. With a focus on helping clients achieve their financial goals, Waddell & Reed offers a range of services tailored to meet the unique needs of each client. Generated from their business information

Our clients have chosen and recommended us for our personalized approach to retirement planning and investment management. Recognizing that everyone's economic and life situation is unique and ever changing, Synergy Financial Advisors focuses on a relationship-based process to provide personalized solution to investment management and financial planning. We are not commission based advisors looking to move you into one of our products, but instead focus on your objectives and goals and the steps needed to move you towards achieving them.