Locally Owned
Financial Services in Heber City, UT
17 listings
Looking for financial services in Heber City, Utah? SUPPORT Utah lists 17 locally owned financial services businesses in Heber City — each one verified, with hours, photos, and contact details. Browse below and support what's built in Heber City.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.