Elevated Retirement Group - Utah
  
 8 Google reviews 
 
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 Posted on Google  
 
  
 
 
 Marci Houseman 
 
589 days ago
 
 
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I will admit to being turned off by financial advisors in the past. This is definitely not the case with Elevated Retirement Group. My husband and I are so appreciative of the expertise they provide while tailoring their approach to our different backgrounds. The world of education is where I feel most comfortable - definitely not the world of finance. However, my husband speaks the finance world language far better than I do. As our trusted partner, Elevated Retirement Group ensures that both of us feel heard and prepared as we make decisions regarding our retirement. In fact, I leave every conversation feeling more empowered and more confident in navigating financial decisions for our future. I am so grateful we found Elevated Retirement Group and look forward to many years of effective guidance as we plan for the type of retirement we want to enjoy. Thank you to the entire team!
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Ron Christensen 
 
710 days ago
 
 
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We met with Chris Cordova for our yearly review of our investments. It was the first time we have met at the new office which was very nice.  Our meeting with Chris went well and we were satisfied with the results. He gave us some tax advice which we are considering. We are happy with Elevated Retirement. However, we live near Ogden and the office is in Draper which is an area we do not frequent often. So it takes effort on our part to go there but it was our first face to face meeting since Covid so it was worth the time and effort. We are happy to have Elevated Retirement represent us and our investments.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Joe 
 
742 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
My wife and I have enjoyed working with Elevated Retirement Group for many years.  They are professional and competent financial advisors.  They have earned our trust and confidence, and we have valued their advice.  The peace we feel knowing we are in good hands is invaluable to us.  They have always been responsive to our needs and questions and have always followed through and followed up on things we’ve discussed and agreed to.  They are a true pleasure to work with.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Kent Broadbent 
 
748 days ago
 
 
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As always it was good to talk to Sean and check that our plan is on track. Its reassuring to know that barring catastrophic change that the rest of our lives are taken care of financially!
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Teri Neilsen 
 
833 days ago
 
 
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What a great experience. EVERYONE on the Elevated team is top-notch. Words can't express how great they are to work with!
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Melissa Ceballos 
 
833 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Elevated Retirement most definitely takes a holistic approach to helping clients with their financial and retirement goals through education and transparency.  Truly genuine people.
  
 
 
 
 
 
 
 
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