Top 10 Financial Services Companies in Logan

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Below is the list of Top 10 Financial Services Companies in Logan ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Logan

1. Adams Wealth Advisors

Industry: Financial Services

Location: Logan, Utah

Website: adamswealthadvisors.com

Company Founded: 2012

Company Size: 1-10

Company Address: 1047 South 100 West, Logan, Utah, United States

Adams Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Ryan Bohm Partner And Director Of Business Development
Craig Adams Managing Director
Riley Crosbie Senior Advisor
Brendan Dennis Director Of Financial Planning
Nicholas Singleton Vice President Of Growth Equity
Riley Crosbie Senior Advisor
Dylan Nielson Research Analyst
Requires/Intent and 4 more Employees
Credit Rating & Analysis
Quality Control & Assurance
and more

2. Wealth Advocates

Industry: Financial Services

Location: Logan, Utah

Website: wealth-advocates.com

Company Founded: 2017

Company Size: 11-50

Company Address: 255 South Main Street, Logan, Utah, United States

Wealth Advocates Contact Details

Name Title LinkedIn Phone Email
Scott Grover Associate Wealth Manager
Patrick Jenkins Wealth Manager
Ammon Doman Wealth Manager
David Allen Associate Advisor
Requires/Intent
Mobile App Development For Financial Services
Legal Compliance & Advisory
Performance Tracking & KPI Analytics
Document Management & E-signature Solutions
Risk Management & Compliance
and more

3. Usu Credit Union

Industry: Financial Services

Location: Logan, Utah

Website: usucu.org

Company Founded: 1957

Company Size: 501-1000

Company Address: 198 North Main, Logan, Utah, United States

Usu Credit Union Contact Details

Name Title LinkedIn Phone Email
David Johnson Branch Manager
Kelsey Emery Marketing Coordinator
Kelsey Olsen Marketing Coordinator
Grant Neubert Contact Center Agent
Miranda Jones Assistant Branch Manager
Amber Cascio Financial Service Representative
Michelle Eay Assistant Branch Manager
Requires/Intent and 12 more Employees
Portfolio Management
Wealth Management
and more

4. Diversified Home Loans

Industry: Financial Services

Location: Logan, Utah

Website: cachevalleymortgages.com

Company Size: 1-10

Diversified Home Loans Contact Details

Name Title LinkedIn Phone Email
Lance Williams Loan Officer
Stan Checketts Owner And Loan Officer
Daidree Davis Receptionist
Gail Stokes Loan Processor
Requires/Intent
IoT-enabled Smart Banking Solutions
Mergers & Acquisitions Advisory
API Integration For FinTech
and more

5. Harold Dance Investments

Industry: Financial Services

Location: Logan, Utah

Website: harolddance.com

Company Founded: 1959

Company Size: 1-10

Company Address: 360 North Main Street, Logan, Utah, United States

Harold Dance Investments Contact Details

Name Title LinkedIn Phone Email
Daniel Neeley Financial Advisor
Aaron Neeley Advisor
Kent Haueter Certified Financial Plannerâ
Requires/Intent
Cybersecurity & Data Protection
Fraud Detection & Prevention
Mobile App Development For Financial Services
Credit Rating & Analysis
and more

6. Brent Paskett Accounting

Industry: Financial Services

Location: Logan, Utah

Website: brentpaskett.com

Company Size: 1-10

Brent Paskett Accounting Contact Details

Name Title LinkedIn Phone Email
Lesa Edens Tax Preparer
Requires/Intent
ERP For Financial Institutions
API Integration For FinTech
ESG & Sustainable Finance Consulting
Technology Consulting
and more

7. Summit Group Financial

Industry: Financial Services

Location: Logan, Utah

Company Size: 1-10

Summit Group Financial Contact Details

Name Title LinkedIn Phone Email
Morgan Seeholzer Administrative Assistant At Summit Group Financial
Tami Crookston Marketing
Tami Crookston Client Service
Requires/Intent
Wealth Management
Mergers & Acquisitions Advisory
and more

8. Cache Communications

Industry: Financial Services

Location: Logan, Utah

Website: cachecomm.com

Company Size: 1-10

Company Address: 60 East Center Street, Logan, Utah, United States

Cache Communications Contact Details

Name Title LinkedIn Phone Email
Connie Albrechtsen Office Manager
Requires/Intent
Wealth Management
Customer Relationship Management (CRM)
Portfolio Management
Cybersecurity & Data Protection
Quality Control & Assurance
and more
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Logan Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Ryan Bohm Adams Wealth Advisors Partner And Director Of Business Development
2 Craig Adams Adams Wealth Advisors Managing Director
3 Riley Crosbie Adams Wealth Advisors Senior Advisor
4 Brendan Dennis Adams Wealth Advisors Director Of Financial Planning
5 Nicholas Singleton Adams Wealth Advisors Vice President Of Growth Equity
6 Riley Crosbie Adams Wealth Advisors Senior Advisor
7 Dylan Nielson Adams Wealth Advisors Research Analyst
8 Scott Grover Wealth Advocates Associate Wealth Manager
9 Patrick Jenkins Wealth Advocates Wealth Manager
10 Ammon Doman Wealth Advocates Wealth Manager
11 David Allen Wealth Advocates Associate Advisor
12 David Johnson Usu Credit Union Branch Manager
13 Kelsey Emery Usu Credit Union Marketing Coordinator
14 Kelsey Olsen Usu Credit Union Marketing Coordinator
15 Grant Neubert Usu Credit Union Contact Center Agent
16 Miranda Jones Usu Credit Union Assistant Branch Manager
17 Amber Cascio Usu Credit Union Financial Service Representative
18 Michelle Eay Usu Credit Union Assistant Branch Manager
19 Lance Williams Diversified Home Loans Loan Officer
20 Stan Checketts Diversified Home Loans Owner And Loan Officer
21 Daidree Davis Diversified Home Loans Receptionist
22 Gail Stokes Diversified Home Loans Loan Processor
23 Daniel Neeley Harold Dance Investments Financial Advisor
24 Aaron Neeley Harold Dance Investments Advisor
25 Kent Haueter Harold Dance Investments Certified Financial Plannerâ
26 Lesa Edens Brent Paskett Accounting Tax Preparer
27 Morgan Seeholzer Summit Group Financial Administrative Assistant At Summit Group Financial
28 Tami Crookston Summit Group Financial Marketing
29 Tami Crookston Summit Group Financial Client Service
30 Connie Albrechtsen Cache Communications Office Manager

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