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Financial Strategies Institute

5.0

About this business

Financial Strategies Institute LLC is located at 6955 Union Park Ctr, Midvale, UT. This business specializes in Financial Planning. 

Location details

suite 410, 6955 Union Park Center, Midvale, UT, 84047, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
5.017 reviews
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Hillary Weitzel's profile image
Hillary Weitzel 
on Google
5 months ago

Derek Bohne at FSI has been amazing in his help and advice for my parents. He has acted with immense integrity and honesty in all the advice he has given them, truly caring about what is in their best interest rather than simply increasing his bottom line. Furthermore his kind, compassionate, and gentle treatment of them and us (their daughters) has been exceptional. We've never felt rushed or talked down to, he has taken the time to explain things clearly to all of us, and he has gone the extra mile more than once. He deser... read more

A Google User's profile image
A Google User 
on Google
3 years ago

STE VAN GATES HAS BEEN MY FINANCIAL ADVISOR FOR OVER 20 YEARS, FINANCIAL STRATEGIES INSTITUTE HAS BEEN WONDERFUL TO WORK WITH, STE VAN AND PEGGY BOTH LISTEN AND RESPOND TO MY NEEDS. HIGHLY RECOMMEND THIS COMPANY . 

Haven Snieder's profile image
Haven Snieder 
on Google
3 years ago

Derek Bohne is such an amazing person I have known him for such a long time. I would trust my life with him. 

Lisa Price's profile image
Lisa Price 
on Google
4 years ago

David Gates has been very easy to work with. He is easy to get ahold of, and I am impressed with his knowledge as he teaches about the different investment products and tax strategies in an easy to follow manner. The set up includes a very user friendly dashboard to help with the organization for my accounts. He does webinars that teach very useful information on many subjects. Thank you for giving me a feeling of peace about my situation. 

Lisa Henderson's profile image
Lisa Henderson 
on Google
4 years ago

David Gates has been very easy to work with. He is easy to get ahold of, and I am impressed with his knowledge as he teaches about the different investment products and tax strategies in an easy to follow manner. The set up includes a very user friendly dashboard to help with the organization for my accounts. He does webinars that teach very useful information on many subjects. Thank you for giving me a feeling of peace about my situation. 

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Frequently asked questions about Financial Strategies Institute

How is Financial Strategies Institute rated?

Financial Strategies Institute has a 5 star rating with 17 reviews. 

When is Financial Strategies Institute open?

Financial Strategies Institute is closed now. It will open on Monday at 9:00 a.m. 

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