Very knowledgable, helpful and considerate. I feel good having Jason and his team managing my…read moreinvestments. Quick to respond to any questions you may have. Highly recommend!

From the owner: Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Wealth Advisor,…read moreFinancial Advisor

This is a dedicated energy work, was able to shift energy so that my pain that I had for several…read moreweeks would subside.

From the owner: ⸻…read more I am a detail-oriented Bookkeeper and certified QuickBooks professional with experience supporting small businesses, self-employed professionals, and service-based companies. I provide accurate, reliable bookkeeping services including transaction categorization, bank and credit card reconciliations, accounts payable and receivable, financial reporting, and month-end cleanup—so you can focus on growing your business with confidence. In addition, I am a commissioned Notary Public and Loan Signing Agent with experience handling real estate and loan documents with professionalism, confidentiality, and precision. I understand the importance of accuracy, timeliness, and compliance when working with sensitive financial and legal documents. With a strong work ethic, integrity, and a commitment to clear communication, I pride myself on being dependable, organized, and client-focused. Whether you need ongoing bookkeeping support, QuickBooks assistance, or a trusted notary and loan signing professional, I deliver services you can rely on. ⸻

The 2 brothers are scammers. They take advantage of elderly people by giving them false and…read moremisleading information.

Contacted B.O.S.S. after hearing advertisements. Learned some valuable information. Looked into…read morepossibly changing my life insurance to them, but made it very clear NOT to change it without my approval. Last week I received a letter from my life insurance company wanting to know why I changed and wanting me to change back. WHAT? I did NOT change. I have contacted the insurance commission in Utah and plan to file a formal complaint.

I have been with ROI for many years. They have been wonderful to work with. Always keeping me…read moreupdated on all my finances, meeting with me personally or by phone answering questions and helping me make the most of my financial portfolio. Their newsletters are informative not only on my personal finances but also on how to prepare myself for the future. I fill confident in there advice and dealings with my money because they are very honest and genuine. I would recommend them to anyone looking for someone to help them with their finances.

From the owner: R.O.I. Wealth Management based in Lehi, Utah is a fee-only wealth management and financial planning…read morefirm that helps client effectively and efficiently meet their financial goals. Out financial advisors are certified financial planner recipients. R.O.I. Has been in business since 1992.