Photos for Lefavi Wealth Management
Reviews for Lefavi Wealth Management
Add your commentBook an Appointment Online
Lefavi Wealth Management
2323 Foothill Dr #100, Salt Lake City
Directions Call Website Suggest an Edit
2323 Foothill Dr #100, Salt Lake City
Directions Call Website Suggest an Edit
We have been with Lefavi for many years in taking care of a 401(k) from a previous employer. We have great respect and appreciation for their team. The team has always been focused on protecting our investments long-term and helping them to grow. And they don’t get commissions for 'selling' us different investments or transferring our funds.
Also, the Lefavi team doesn’t have a narrow view of just the 401(k) – instead, they look at the whole financial picture, considering Social Security, inflation, taxes, health, and clear ‘what-if’ projections for a future retirement that is funded and safe.
In recent years... read full review
I have engaged Lefavi for many years and have been impressed with the assistance I have received in managing my funds. You may think I have a surplus, I do not but with their help I have been able to manage and maintain a healthy financial position.
I chose to partner with Lefavi years ago, after several years of disastrous failures as manager of my own portfolio. They have since provided intelligent, informed and skilled management of our little portfolio and the confidence and peace of mind that come with it. Lefavi's precise and understandable communications have substantially increased my own understanding of investment logic and dynamics, such that I am better able to understand and appreciate exactly what they do for me. I heartily recommend Lefavi Wealth Management to anyone looking for capable and trustworthy management of their assets.