Susan Wade, Financial Advisor located in Marriott-Slaterville, UT

Financial Advisor
Susan E Wade

CEPA®
340 N 1900 W, Suite 5, Marriott-Slaterville, UT 84404opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Corporate Executives
  • Business Retirement Plans
  • Real Estate and Construction
  • Divorce Finances

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Health & Nutrition
  • Personal Fitness
  • Traveling
  • Spending Time with Family
  • Sewing

Team Members

  • Nicola Barnes
    Branch Office Administrator
  • Marilyn Hawes
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(385) 294-0964

Fax

(877) 222-1258

Office Address

340 N 1900 W
Suite 5
Marriott-Slaterville, UT 84404opens in a new window

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