Summit Financial Services LLC

Located in the vibrant city of Salt Lake City, UT, SJI Financial Services stands out as a trusted partner in helping individuals navigate their financial journey. With a team of seasoned professionals, this financial planner offers tailored solutions to meet each client's unique goals and aspirations. From retirement planning to investment strategies, SJI Financial Services is dedicated to providing personalized advice that empowers clients to make informed decisions about their financial future. As a beacon of financial expertise in Salt Lake City, SJI Financial Services prides itself on fostering long-term relationships built on trust and integrity. By staying abreast of the latest market trends and financial tools, the team at SJI Financial Services equips clients with the knowledge and resources needed to achieve financial success. Whether you're looking to grow your wealth or secure your financial legacy, SJI Financial Services is committed to guiding you every step of the way towards a more secure financial future. Generated using this place's available information

Our Philosophy Creating financial momentum for our clients by building quality relationships is our priority Sterling Financial Group. We start the process by taking the time to listen to and understand each of our clients personally. Together, we carefully chart a course for financial success. We believe in using prudent investment strategies. For over 16 years, our clients have looked to us for direction. We are dedicated to guiding and sustaining our clients' financial direction. Sterling Financial Group is an independent financial services, asset management, and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We recognize that each person's situation is different, so we develop a financial plan that focuses on helping our clients accomplish their personal goals. Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values you hold as they relate to your investment plan. This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality. Solving problems, helping you to clarify your goals, and freeing up your time so you can do what you want to do is our purpose.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy