Iron Gate Global Advisors
Financial ServicesView the employees at
Iron Gate Global Advisors-
Daniel K. Bell, CPA, AIF®,CPFA® 401k Specialist & Investment Advisor at Iron Gate Global Advisors
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Salt Lake City Metropolitan Area
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Rising Star
Katie Sano Director of Client Operations at Iron Gate Global Advisors-
Top 5%
Matthew Newman, CFP® Senior Financial Planner at Iron Gate Global Advisors-
Rising Star
Spencer Nelson Investment Advisor & Portfolio Manager at Iron Gate Global Advisors-
Top 5%
McKenna Alley Strong Client Services Senior Associate at Iron Gate Global Advisors-
Logan
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Rising Star
Overview
"If you fail to plan, you are planning to fail!" - Benjamin Franklin Iron Gate Global Advisors is a fee-only advisory firm based in Salt Lake City, Utah. We have one main objective, to help its clients accomplish their financial goals and build wealth. Our firm is guided by two core principles: 1. We work one-on-one with our clients to help them accomplish their financial goals. 2. We provide the services, transparency, and results we would want if our roles were reversed. These core principles along with the experience and expertise of our team make Iron Gate Global a truly unique firm. No matter what your current situation may be, Iron Gate Global Advisors can help. In order to simplify the life of our clients, we have a full offering of services including: • Retirement and goals based planning • Financial planning • Portfolio management for individual accounts, trusts, 401(k), and other retirement accounts. • Estate planning • Social Security planning • Tax planning >Please visit www.igga.com for FREE< • Financial goals analysis and plan • Up to date market commentary • Educational library • Monthly newsletter
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