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Segelke Financial Group
- Financial Services
- South Jordan, UT
About this business
“Our mission is to protect and grow our clients’ wealth in a very uncertain financial world through education, careful planning and communication. We care deeply about helping our clients achieve financial security, leaving a legacy and giving back.” The Segelke Financial Group is a full-service financial services and strategic planning organization serving Salt Lake City, Utah and surrounding areas. We have professional affiliations with CPAs and attorneys, specializing in Estate and Tax Planning Services.... read more
Location details
10235 S Jordan Gateway Ste 104, #D, South Jordan, UT, 84095, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I searched for a financial planner to help me make a road map of how to use my traditional 401K, Roth IRA, rollover IRA, Roth 401K, pensions, and then eventually social security. I had met with Jeff in the past and listened to him on the radio & felt he may be able to help. I talked to him again over the phone and told him I did not need him to manage my money, and that I just needed a step by step plan of how to use my retirement funds. He told me this would be possible for him to do. I had already met with another financia... read more
I'm so impressed with Segelke and how Jeff has managed me investments during the COVID-19 issue that I'm recommending him to all my friends!!!
Frequently asked questions about Segelke Financial Group
How is Segelke Financial Group rated?
Segelke Financial Group has a 3.9 star rating with 17 reviews.
When is Segelke Financial Group open?
Segelke Financial Group is closed now. It will open at 9:00 a.m.
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