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Utah Senior Planning
- Financial Services
- Kaysville, UT
About this business
This firm uses innovative approaches to help seniors qualify for public benefit assistance to help lower the cost of long-term care. Other specializations include Medicare insurance, end-of-life planning, retirement planning, estate planning and pre-need funeral planning. In-house attorneys and tax preparers allow us to offer integrated legal and financial planning services based on client needs.
Location details
1330 Flint Meadow Dr, Kaysville, UT, 84037, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:30 p.m. | |
| Tue | 9:00 a.m. to 5:30 p.m. | |
| Wed | 9:00 a.m. to 5:30 p.m. | |
| Thu | 9:00 a.m. to 5:30 p.m. | |
| Fri | 9:00 a.m. to 5:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
These
I have had dealings with three of the staff, Anthony, Valerie, and Cody. All of them have been friendly accommodating and helpful. Anything made some helpful suggestions, Valeria had been great to follow up, and Cody came to my husband's care center to notarize still papers for us definetly above and beyond. Thank you all
RecommendedI have had dealings with three of the staff, Anthony, Valerie, and Cody. All of them have been friendly accommodating and helpful. Anything made some helpful suggestions, Valeria had been great to follow up, and Cody came to my husband's care center to notarize still papers for us definetly above and beyond. Thank you all
This organization and their people are very professional and very caring. They helped me and saved me money in an area that I had no notion of. I would recommend them to everyone.
Rip off artists! They did half of the job I paid for. Now I don't need the residence trust but they won't refund the $1,175 I paid for it. I sent in the canceled check to prove I paid the full amount. They did the research for assistance funding just fine. They just refuse to refund the portion for the trust that I don't have and don't need! !
Frequently asked questions about Utah Senior Planning
How is Utah Senior Planning rated?
Utah Senior Planning has a 4.8 star rating with 186 reviews.
When is Utah Senior Planning open?
Utah Senior Planning is closed now. It will open at 9:00 a.m.
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