Investment Services

Pursue your financial goals

Wasatch Peaks Financial Services is committed to helping you work towards your financial goals! That's why our financial consultant has a relationship with LPL Financial, a full-service broker-dealer. 

Wasatch Peaks Financial Services offers a complimentary, no obligation consultation with James Aoki, Financial Consultant, who will work with you to help you identify and work toward your long-term financial goals. Just call 801.627.8732 to make an appointment.

Why invest with us?

Wasatch Peaks Financial Services is continually seeking ways to better manage your financial needs. Providing you with access to customized financial planning advice and investment services is just one of the many ways that Wasatch Peaks Financial Services can help you!

All the financial tools you need, available through LPL Financial.

Products

  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities
  • Life Insurance
  • Long-Term Care
  • Advisory Accounts

Business Support

  • Key Person Insurance
  • Retirement Plans – 401(k), 403(b)
  • Financial Planning for Business
  • SEP and Simple IRAs
  • Life Insurance
  • Disability Income Insurance
  • Succession Planning

Services

  • Financial Planning
  • Retirement Planning
  • Estate Planning Services
  • College Savings

Questions? Financial advisors are all right here, ready to talk in person or over the phone. Whatever works best for you. They work to understand where you are in life and create objective plans that match your financial goals now and in the future.

This journey begins with a free consultation with a Financial Planner with Wasatch Peaks Financial Services. You can make an appointment by calling 801.627.8732.

It's never too late to pursue your path towards financial prosperity.

 

Securities offered through LPL Financial (LPL), a registered broker-dealer. Member FINRA/SIPC. Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through Financial Advocates Investment Management, a registered investment advisor and separate entity from LPL Financial. Wasatch Peaks Credit Union and Wasatch Peaks Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wasatch Peaks Financial Services, and may also be employees of Wasatch Peaks Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wasatch Peaks Credit Union or Wasatch Peaks Financial Services. Securities and insurance offered through LPL or its affiliates are:

  
  Not insured by NCUA or Any Other Government Agency   |   Not Credit Union Guaranteed   |   Not Credit Union Deposits or Obligations   |   May Lose Value 

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states CA,CO, NV, OH, PA, UT and WY.  

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