Promontory Financial Planning

240 NE Promontory ste 200, Farmington, UT 84025


Monday - Thursday 8:00am - 5:00pm
Friday 8:00am - 2:00pm

Business License #

General Info

Promontory Financial Planning is an independent Registered Investment Advisor (RIA) providing financial planning, investment consulting, and low cost term insurance.  Our goal is to provide our clients with a clear vision of their financial goals and the tools they need to reach them.

Choose to work with someone with the top designation in the industry and work with a CERTIFIED FINANCIAL PLANNER ™

We provide the following services:

Cash Flow Optimization

Risk Management: Insurance. As an independent provider we shop around your information to 10-15 top rated carriers to find the best policy for your situation. To recieve a free quote contact us and within 24 hours you will recieve multiple quotes.

Investment consulting: Expertiese on IRA's, 401k's, Trusts, Non-Qualified accounts. Mutual funds, ETF's, Individual Stocks, Bonds and Private Placements.  

Tax Planning: Tax advice to help you keep more of what you make.

Estate: Help protect your hard earned wealth and provide a lasting legacy.

Visit us at

To set up a free, no cost no obligation 30 minute financial review of your specific situation call 1-801-791-1081 or email

Share Listing




Overall Rating

Based on 0 Reviews

Important Safety Tip

We work hard to protect you and this service from fraud. As with any classifieds service please be aware of the warning signs relative to finding goods and services online. Concerned about this listing?
Flag This Listing
Report Abuse Form

Check All That Apply

Click on the ? next to each category below for more info
Back To Top