Financial Consultants near Orem

“My experience with Squire has been extremely positive. In particular, I have had an excellent experience working with Clayton Johnson and Kadin Bullock. They are both very easy to talk to and understand. They are knowledgeable and have been very helpful with setting up my portfolio. I have worked with several other financial advisors and companies in the past but this company and Clayton have by far exceeded my expectations and the experiences I have had in the past. I would highly recommend them to anyone looking for help with financial planning.“

“Joe Hillstead, Katie Marshall, and Joe Spillner did a phenomenal job with my business and personal taxes this last year. They really took the extra time to answer an questions I had, and gave me a great experience.“

“I worked with Kohler, he was knowledgeable and professional but I still felt like we were friends by the end of our meeting. The office is clean, and Josh (the other consultant in there) is so friendly. They seem like they’re passionate about what they do and genuinely enjoy their work. I’ll definitely keep Kohler as a lifelong financial consultant“