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Submitted URL: http://partnerallianceadvisors.com/
Effective URL: https://www.partnerallianceadvisors.com/
Submission: On January 05 via api from US — Scanned from DE
Effective URL: https://www.partnerallianceadvisors.com/
Submission: On January 05 via api from US — Scanned from DE
Form analysis 3 forms found in the DOM
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</form>Text Content
(801) 447-2923 Schedule An Appointment Menu * Home * About * Our Team * The Fiduciary Advantage * Individual Services * Individual Services Overview * Retirement and Pension Review * Medicare * Health Insurance * Business Services * Business Services * Partner Alliance Employer Services * Partner Alliance Health Plan * Partner Alliance Savings Plan * Partner Alliance Credentialing Solutions * Resource Center * Retirement * Estate * Investment * Health Insurance * Insurance * Tax * Money * Lifestyle * Glossary * Contact Schedule An Appointment DEDICATION Finances play a huge role in the health and well-being of people. That’s why we are dedicated to listening to you and doing what is suitable for each individual, family, and business owner we work with. Learn More PERSISTENCE We are persistent in our pursuit of financial peace of mind for each and every client we work with; careful preparation and implementation are paramount. Learn More OUR FIDUCIARY PROMISE As a Certified Financial Planner, we are morally, ethically, and legally required to do what is in your best interest 100% of the time. Learn More DEDICATION Finances play a huge role in the health and well-being of people. That’s why we are dedicated to listening to you and doing what is suitable for each individual, family, and business owner we work with. Learn More PERSISTENCE We are persistent in our pursuit of financial peace of mind for each and every client we work with; careful preparation and implementation are paramount. Learn More OUR FIDUCIARY PROMISE As a Certified Financial Planner, we are morally, ethically, and legally required to do what is in your best interest 100% of the time. Learn More DEDICATION Finances play a huge role in the health and well-being of people. That’s why we are dedicated to listening to you and doing what is suitable for each individual, family, and business owner we work with. Learn More CREATING BALANCE Through complete financial planning, we create balance and security for our clients. REAL VALUE With decades of experience, we know that having a plan can create optimal outcomes. Learn more INDIVIDUALS From insurance to retirement to estate strategies, we leave no financial stone unturned. Learn more BUSINESSES From employer services to healthcare, retirement, and credentialing programs, we make sure your business is covered so you can do what you love. Learn more “BEFORE ANYTHING ELSE, PREPARATION IS THE KEY TO SUCCESS.” - ALEXANDER GRAHAM BELL MEET OUR ADVISORS KELLY ZITTING CFP® (801) 447-2923 kelly@partnerallianceadvisors.com I focus on helping you protect and provide for those that you love. Many aspects in my life prepared me for this important responsibility. I grew up on a 2,000-acre farm in Southern Utah which taught me the value of hard work. I... Read more Check out our reviews! DOWNLOAD OUR ESTATE STRATEGIES: CRITICAL ELEMENTS OF AN ESTATE PLAN EBOOK! Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy. First Name Last Name Email Address Get the Ebook HAVE A QUESTION? Name Email Address Phone Question Send Thank you! Oops! WANT TO BE SMARTER WITH YOUR MONEY? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops! CONTACT Office: (801) 447-2923 10808 South River Front Parkway Suite 3044 South Jordan, UT 84095 Send an Email QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Securities America Form CRS Check the background of your financial professional on FINRA's BrokerCheck. See What It Means To Be A CFP®. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Arbor Point Advisors, LLC. Partner Alliance Advisors, Inc., Arbor Point Advisors and Securities America are separate entities. This communication is strictly intended for individuals residing in the state of UT. IMPORTANT CONSUMER INFORMATION A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment advisor, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.