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Frequently Mentioned on Social Media
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Legacy Financial Planning LLC
Referral from
Mar 15, 2018
Jenna A.:
Does anyone have a financial advisor recommendation? Looking into IRA and other savings/investments but would love to find someone who...
Lacey A.:
Jeff Elliott http://www.legacyfinancialplan.net Frequently Mentioned on Social Media
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Referral from March 15, 2018
Jenna A. asked:
Does anyone have a financial advisor recommendation? Looking into IRA and other savings/investments but would love to find someone who can explain options. Thanks!
Rob S. replied:
Joe Cronley with Edward Jones is great. 435-615-2009
Laura K. replied:
I trust Kevin Morton at Lincoln Financial.
Heather S. replied:
Stephen Spaulding from Edward Jones in Pinebrook has been great!
Maria M. replied:
Greg Cunningham with Raymond James. He is very knowledgeable!
Brandy R. replied:
Jeff Elliott with legacy financial planning
Rebecca T. replied:
Kathleen McGarry Barlow. She knows how to help women with how they deal with and FEEL about money. She’s your gal.
Amy R. replied:
Mike Ruzek is the best. Just met with him today and already richer.
Bayard K. replied:
Brian Jessica Kahn. Awesome!!
Heather E. replied:
Kathleen McGarry Barlow 100%
Gail O. replied:
I would trust Kathleen Barlow for guidance
Dawn P. replied:
Kasey Ring!!
Tom T. replied:
Joe Cronley is great, as is Bill Mullen - 801-916-7283.
Jim F. replied:
Mike Ruzek
Madison W. replied:
Greg Cunningham with Raymond James Financial is amazing!
Christina M. replied:
Mike Ruzek -- he is an exceptional advisor.
Brittany B. replied:
Troy Buford 801-746-7588
Vicky F. replied:
Greg Cunningham. Experienced. Knowledgeable. Honest. The best.
Chrissy M. replied:
Bill Mullen is amazing 435-655-0508
Chrissy M. replied:
Bill Mullen is my dad and is amazing. I messaged you. He’s been in the park city area since 1993. He helps me and my young adult children with all our financial needs. You won’t be disappointed. He’s not braking the bank with outrageous fees and loves to help. Years and years of experience.
Liz M. replied:
I would highly recommend Greg Cunningham with Raymond James. He has years of experience. 727 439 2731
Trish M. replied:
Joe Cronley edward jones in park city
Referral from January 30, 2018
Elizabeth S. asked:
I am looking for recommendations on financial advisors.
Phyllis R. replied:
We’ve been clients of Elke Touchette for many years and recommend her highly. http://www.financialprosperityinc.com/
Sharon S. replied:
Kathleen McGarry Barlow 435-714-8381. Wonderful!
Argan J. replied:
Jeff Elliott, very honest and listens to you.
Heather E. replied:
Kathleen McGarry Barlow is amazing! A friend and an advisor. Raymond James Financial
Saxa M. replied:
Cole Cooper (801) 380-2122
Kirsten F. replied:
Hi! Kathleen McGarry Barlow is a very unique advisor who approaches money from both the investment side of things (normal for advisors) AND a spiritual side of things (very unusual for advisors.) Her website is www.kathleenbarlow.com
Jerrie C. replied:
Greg Cunningham with Raymond James Financial Services. 435-214-7112
Keri T. replied:
Kathleen McGarry Barlow is a seasoned advisor who really listens to her clients.
Mark V. replied:
I am a former FBI Agent my team rocks - jared Stubbs 8014971967
Staci G. replied:
Greg Cunningham with Raymond James Financial.
Kaleb S. replied:
Another for Greg Cunningham
Bayard K. replied:
Brian Khan Jessica Kahn
Greg P. replied:
Greg Cunningham
Referral from August 8, 2016
Randi K. asked:
Can anyone recommend a really great financial advisor/planner? We need someone that really understands real estate investing and self employment. Also, we want someone...
LuAnn L. replied:
You can look on Dave Ramsey.com for a referral. If people are required to be more protection teachers. People who will help you to understand so you can make the right decisions
Gabrielle L. replied:
Troy Knighton. Knighton, Erb & Co. 801.596.9999
Brandy R. replied:
Jeff Elliot-Legacy Financial jeff@legacyfinancialplan.net (435) 214-1000
Referral from April 1, 2018
Jay B. asked:
Any recommendations for financial advisors in PC?
Jody P. replied:
Wells Fargo Kimball Junction, Ron Reilly
Gina T. replied:
Greg Cunningham with Raymond James is the best out there. 727-439-2731
Rebecca T. replied:
Kathleen McGarry Barlow is amazing.
Dawn P. replied:
Kasey Ring!! Fee only advisor that will do what is right for you!
Elke T. replied:
Please visit our website at www.financialprosperityinc.com. We are a fee-only registered investment adviser here in Park City that provides financial plans and investment management. All details are located on our website.
Jon D. replied:
I wouldn’t trust anyone but Greg Cunningham with my money
Jessica G. replied:
Susanna Thalman with Edward Jones
Phoebe C. replied:
I also highly recommend Greg Cunningham
Michal L. replied:
Greg Cunningham is our man! Really excellent, thorough, and out to meet your unique needs and desires!
Brandy R. replied:
Jeff Elliott
Mickey B. replied:
Another vote for Greg Cunningham. Greg is very knowledgeable, and extremely honest.
Staci G. replied:
Greg Cunningham with Raymond James (727)439-2731
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