What'sNearbyTM

What are you looking for?

Close Search

      Please note our privacy policy has changed. To view the policy, please go to https://corporate.thryv.com/privacy/

      Details

      Protecting and Growing Your Wealth

      General Info

      “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. We specialize in Retirement, Estate, Social Security, and Medicaid Planning as well as Business Succession Strategies to assist individuals and businesses in achieving their lifetime objectives. We help our clients understand and manage risk, maximize benefit programs, minimize taxes and enhance net worth.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phone:

      Main - 801-987-3973

      ExtraTollFree - 877-236-5901

      Address:
      10235 S Jordan Gtwy Ste 104 South Jordan, UT 84095
      Email:

      Link:

      http://www.sfgclient.com

      Reviews

      Be the first to review!
      Write a Review
      Categories
      Financial Planning Consultants, Financial Services, Investments, Retirement Planning Services
      Suggest an Edit
      Data provided by one or more of the following: Thryv, Data Axle, Yext.