Locally Owned
Financial Services in Utah
40 listings
Pays Advisory Group
MSS Pay is a payment processing provider that supplies payment solutions, tools, and equipment to help merchants manage transactions across a wide range of industries. The company offers services including credit and debit card processing, contactless payments, cryptocurrency payments, e-commerce solutions, ACH payments, and a cash discount program that eliminates payment processing fees. MSS Pay also provides chargeback and risk management, marketing tools, and business funding solutions. They serve merchants in industries ranging from retail and restaurants to CBD, telemedicine, and non-profits.
Grand Valley Bank
Grand Valley Bank is a financial services institution located in Heber City, Utah. The bank offers typical banking services including deposits, loans, and account management. It serves Heber City and the surrounding areas.
Bank of Utah
Bank of Utah is an independent, locally owned community bank founded in 1952 that serves customers in Utah and beyond. It offers personal and business banking, mortgage and commercial lending, wealth management, and trust and investment services. The bank also supports communities through financial literacy programs, sponsorships, and charitable giving.
Finer Financials LLC
Finer Financials is a bookkeeping firm serving business owners at all stages of growth, from startups to scaling companies. They provide reliable, accurate bookkeeping services including monthly and quarterly financial management, cleanups, payroll, sales tax, 1099 filings, and accounts payable and receivable support. Each client receives a dedicated account manager who delivers personalized financial reports and coordinates with CPAs or tax professionals to keep books tax-ready. Pricing ranges from $150–$3,000/month based on service level, business complexity, and transaction volume.
Friendly Health Insurance Guy
The Friendly Health Insurance Guy, led by Oran Rose, is a national provider of high-quality, affordable health insurance products for individuals, families, and businesses. Based in Heber City, Utah, Oran specializes in helping self-employed individuals and small business owners find superior health coverage at lower costs by reviewing marketplace and private plan options. With more than 10 years of experience, the business focuses on reducing premiums, lowering deductibles, and increasing coverage and network accessibility with a personalized, stress-free approach.
Hook'd IT Up
Hook'd IT Up is a web design and digital marketing agency based in Heber City, Utah, serving small businesses with a range of digital solutions. The agency specializes in responsive web design, SEO, SEM, social media management, online reputation management, and marketing campaign automation. They also offer an all-in-one CRM software platform to help businesses manage and scale their online presence.
Edward Jones Investments - Jared Jensen
Edward Jones Financial Advisor Jared P Jensen is a certified financial planner serving clients in Heber City, UT, with a focus on wealth strategies, retirement planning, and estate planning. The practice is currently accepting new clients with $250,000 or more to invest. Jared holds multiple professional certifications including CFP®, ChFC®, and CRPC™, and offers both in-person and web conferencing consultations.
Altabank
Altabank is a division of Glacier Bank and the largest community bank in Utah, serving individuals and businesses from Preston, ID to St. George, UT across 25 retail banking locations. Founded in 1905, Altabank provides loans, deposit and cash management services, personal banking, and commercial banking solutions. The bank offers no-fee accounts, credit building tools, and customized financial solutions tailored to clients at every stage of their financial journey.
Zions Bank
Zions Bank is a financial institution accessible at www.zionsbank.com. No further details could be extracted from the website content, as the page was blocked by a bot-detection interruption and no substantive content was available for review.
Mountain America Credit Union
Mountain America Credit Union is a financial services provider serving Heber City and the surrounding area. The credit union offers typical financial services including savings accounts, checking accounts, loans, and deposit products. Members have access to banking services designed to meet their financial needs.
Stay Balanced Accounting
Fully Outsourced Accounting/Tax Department for Growing Businesses
Everlast Wealth
Everlast Wealth is a financial planning and retirement services firm based in Ogden, Utah, serving individuals and groups including federal employees, teachers, and nurses. The firm offers a 5-step retirement planning system covering estate planning, income planning, life insurance, annuities, and more, tailored to each client's unique financial situation. Everlast Wealth manages client portfolios with a focus on intelligence, honesty, and care, providing ongoing support and personalized financial analysis throughout retirement.
Baystate Financial
While we offer retirement planning, business services, estate and tax planning, education funding strategies, investment management, and insurance products, none of these are “what we do”. At Baystate Financial, our purpose is to assist individuals, families, and businesses in achieving financial independence by serving as their true partner every step of the way.
Beta Wealth Group
At Beta Wealth Group, we believe there is an intricate, elegant science to the management and preservation of significant wealth. Our firm was started in 2009 by our CEO and Founder Jodi Vleck and for 15 consecutive years San Diego Magazine readers have rated her as a top wealth manager. Jodi is regularly featured in Forbes for being a Best in State and Best Woman Advisor and is a CERTIFIED FINANCIAL PLANNER™ Practitioner, fiduciary, fee only advisor as well as a member of the National Association of Personal Financial Advisors (NAPFA).
Paige Pribble CPA
Pribble CPA is a tax and accounting consultancy founded by Paige L. Pribble, CPA, based in Park City, Utah. The firm specializes in tax services for high net worth individuals, small businesses, real estate entities, investment management companies, and estates and trusts. Paige holds a Masters of Accounting from the University of Utah and brings over six years of public accounting experience. The firm focuses on helping clients meet their personal and financial goals while minimizing tax liability.
First Community Bank Utah
A community bank committed to legendary customer service - personalized to meet every individual or business need. Full service Lending including Mortgage, Business, and Personal loans/lines of credit. Also Free checking and savings accounts.
James L. Druffner, CPA, CFP
Jim Druffner, certified public accountant and certified financial planner, and his staff have been providing quality accounting, tax and related professional services to Park City residents and businesses since 1988. Our business philosophy is to meet our clients' needs by providing quality, personalized service at affordable prices. Call or e-mail us today to help with your tax, business, and financial planning needs.
Mountain Tax, Inc.
Mountain Tax offers corporate and individual income tax preparation and planning, small business accounting, QuickBooks services, bookkeeping and payroll services. Please contact us for more information about our firm and.
Multiplier Advisors
Women owned and led, Multiplier Advisors is the national strategy consultant uniquely founded to support health-focused investors on their impact investing journeys.
Ontic Partners
We work together with foundation and nonprofit leaders to improve organizational health and achieve operational excellence.
Putman Group
PutmanGroup is a full service CPA firm working with small to medium size businesses and high net worth clients. We specialize in providing a comprehensive wealth management approach to all our clients financial needs. We have highly educated, experienced and designated professionals in our firm with CPA, CFP, PFS, CDFA, ChFC and CLU designations. We provide an unprecedented level of personalized service with our seamless approach that encompasses financial planning with after tax results from tax compliance, investment management and risk management.
Baystate Financial
While we offer retirement planning, business services, estate and tax planning, education funding strategies, investment management, and insurance products, none of these are “what we do”. At Baystate Financial, our purpose is to assist individuals, families, and businesses in achieving financial independence by serving as their true partner every step of the way.
Beta Wealth Group
At Beta Wealth Group, we believe there is an intricate, elegant science to the management and preservation of significant wealth. Our firm was started in 2009 by our CEO and Founder Jodi Vleck and for 15 consecutive years San Diego Magazine readers have rated her as a top wealth manager. Jodi is regularly featured in Forbes for being a Best in State and Best Woman Advisor and is a CERTIFIED FINANCIAL PLANNER™ Practitioner, fiduciary, fee only advisor as well as a member of the National Association of Personal Financial Advisors (NAPFA).
First Community Bank Utah
A community bank committed to legendary customer service - personalized to meet every individual or business need. Full service Lending including Mortgage, Business, and Personal loans/lines of credit. Also Free checking and savings accounts.
Chase Bank
Chase for Business, a division of JPMorgan Chase Bank, N.A., provides banking and financial solutions for small, mid-sized, and large businesses. Offerings span business checking and savings accounts, credit cards, loans, payment processing, and retirement plans. The platform also supports high-growth and venture-backed startups through Commercial Banking services including credit, financing, treasury, and payment solutions.
Booksmarts Accounting and Bookkeeping
BookSmarts Accounting and Bookkeeping is a premier, all-female accounting firm dedicated to providing expert financial solutions with precision, efficiency, and a personal touch. We specialize in CPA-level accounting services, offering monthly bookkeeping, payroll management, QuickBooks Online (QBO) conversions, clean-up, and full department accounting support to businesses of all sizes and industries.
Grand Valley Bank
Locally owned community bank offering a full array of banking services. Let our team help you with all of your lending needs - from basic to complex loans; our loan decisions are made locally.
James L. Druffner, CPA, CFP
Jim Druffner, certified public accountant and certified financial planner, and his staff have been providing quality accounting, tax and related professional services to Park City residents and businesses since 1988. Our business philosophy is to meet our clients' needs by providing quality, personalized service at affordable prices. Call or e-mail us today to help with your tax, business, and financial planning needs.
America First Credit Union
America First Credit Union (AFCU) is a federally insured credit union founded in 1939 and headquartered in Ogden, Utah. It serves individuals, families, and businesses with a wide range of financial products including loans, checking and savings accounts, Visa cards, and investment services. AFCU also offers robust digital banking tools, including a mobile app, online bill pay, and Zelle, to help members manage their finances conveniently. The credit union is committed to the financial well-being of its members and the communities it serves.
Beehive Insurance Agency
As a trusted independent agency since 1961. We provide a full range of insurance options accompanied by exceptional customer service. Contact us to get a competitive quote.
Mountain Tax, Inc.
Mountain Tax offers corporate and individual income tax preparation and planning, small business accounting, QuickBooks services, bookkeeping and payroll services. Please contact us for more information about our firm and.
Orion Financial - Allen Poe
Orion Financial is a financial services company located in Heber City, Utah. The business provides financial planning and advisory services to clients. Orion Financial serves Heber City and the surrounding areas.
Multiplier Advisors
Women owned and led, Multiplier Advisors is the national strategy consultant uniquely founded to support health-focused investors on their impact investing journeys.
Ontic Partners
We work together with foundation and nonprofit leaders to improve organizational health and achieve operational excellence.
Bear River Mutual Insurance Company
Utah's Auto and Home Insurance Company Since 1909 Bear River Mutual has been helping our friends and neighbors here in Utah with their insurance needs for over 100 years. Our employees and agents are your neighbors, friends and family, and we are proud to be able to call Utah home. Because we are a mutual company we have no investors or shareholders seeking company profits. Our policyholders are our owners, and we pass those savings on to them in the form of lower rates. In addition, our qualification standards are more rigorous than most other insurance companies.
American Insurance & Investment Corp.
American Ins & Inv Corp covering all of your personal and business needs. Our convenient website allows you to request insurance quotes twenty-four hours a day. Our valued customers can also service their policies at anytime, day or night, at www.american-ins.com.
Beneficial Financial Group
Individual and group life insurance, variable life insurance, fixed and variable annuities, mutual funds, disability insurance, long term care, financial and estate planning.
Edward Jones: Edison Christofferson
Edison T. Christofferson, CFP®, is a Financial Advisor with Edward Jones located in Heber City, UT, currently accepting new clients with $250,000 or more to invest. He focuses on a range of financial planning areas including wealth strategies, retirement savings, and divorce finances, supported by Branch Office Administrator Marci Johnson. Consultations are complimentary and available weekdays, with evening hours available by phone.
Balanced Capital Investments LLC
Balanced Capital is an independent, fee-only registered investment advisory firm based in Heber City, Utah, founded by CFP® Corey Noyes. The firm provides full-picture financial planning for individuals and families in the Wasatch Back area and beyond, covering investments, taxes, retirement, insurance, and estate planning. Balanced Capital operates as a fully virtual, paperless practice, offering straightforward pricing with no conflicts of interest and a fiduciary commitment to clients.
The Insurance Pros
The Insurance Pros is an independent insurance agency based in Heber City, Utah, serving clients across Utah, Idaho, and Arizona since 2002. The agency represents multiple top-rated carriers including Bear River Mutual, Auto-Owners, Progressive, and Liberty Mutual, offering home, auto, health, life, business, and specialty vehicle coverage. With over two decades of experience, they serve clients from Salt Lake City and Provo to St. George, Cedar City, and the greater Heber Valley region. They are known for their local expertise, exceptional customer service, and hundreds of 5-star reviews.
Edward Jones - Keven Nielsen
Edward Jones Financial Advisor Keven Nielsen AAMS® serves clients in Heber City, UT, offering personalized financial planning and investment guidance. He focuses on business retirement plans, retirement savings and income strategies, wealth strategies, and serving entrepreneurs and business owners. Consultations are complimentary, and he is currently accepting new clients.