Calla Financial Advisors LC - Centerville, UT - Financial Advisors

Calla Financial Advisors LC

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(801) 682-1441 Call Email Email

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384 N Main StCenterville, UT 84014

Description

Calla Financial Advisors LC is a registered investment advisor (RIA) with a fiduciary duty to always do what's in the best interest of our clients. We strive to cultivate positive personal relationships As a conservative investment firm, we focus on maximizing return through intelligent investment selection, reducing overall portfolio fees, and minimizing risk for a given level of return. We are also available outside of business hours by appointment.

Business details

Investments

  • Bonds
  • CDs
  • Commodities
  • Government Securities
  • International Securities
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Precious Metals
  • Real Estate
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Services

  • Brokerage Services

Minimum Investment

  • $10,000 - $100,000

Planning Types

  • Asset & Portfolio Management
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning

Certifications

  • Masters of Business Administration
  • Registered Investment Advisor

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • SUN

Payments Accepted

  • American Express
  • Cash Only
  • Debit Card
  • Discover
  • Mastercard
  • Money Orders
  • Paypal
  • Personal Checks
  • Visa

Languages Spoken

  • English

Reviews

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