Phillips & Associates

Keeler-Thomas Inc, based in Orem, UT, has been a trusted financial planning and investment management firm for over 30 years. Their integrated approach focuses on guiding clients towards meaningful prosperity, successful retirement transitions, and enduring family legacies. With a dedicated team and a comprehensive portfolio management program, Keeler-Thomas helps individuals navigate the challenges of financial planning and investment to achieve their life goals. Their commitment to empowering clients to make informed decisions sets them apart in the realm of financial wellness.Generated from the website

Raymond James Financial Services, located in Orem, UT, is a well-respected independent financial services company that has been providing personalized financial planning and investment solutions since 1962. With a pragmatic approach to wealth management, they offer expertise and resources to match the unique needs of their clients, whether they are families, healthcare professionals, retirees, individuals experiencing sudden wealth, or women investors. Committed to helping clients achieve their financial goals, Raymond James Financial Services is known for their knowledgeably applied expertise and their dedication to providing support and guidance every step of the way. As one of the largest independent financial services companies in the country, Raymond James Financial Services offers a wide range of services, including estate and charitable giving trust, financial planning, investment solutions, longevity planning, portfolio management, retirement planning, and risk management. With a focus on personalized planning and a commitment to client success, they strive to provide just the right combination of services and guidance to help clients achieve their financial aspirations and live a longer, better life.Generated from the website