Duane Toney, CPA/Personal Financial Specialist, Lloyd Alexander, MBA, Salt Lake City, UT, USA

Local Business Duane Toney, CPA/Personal Financial Specialist, Lloyd Alexander, MBA is listed under Local business in Salt Lake City, Utah, United States.

Visit at 6465 South 3000 East, Suite 200 84121 or Call (801) 438-2715

Duane Toney and Lloyd Alexander together form a team offering our clients over fifty years of combined experience in numerous avenues in the financial industry. During the past quarter of a century, we have obtained collective experience with investments, insurance, tax strategies, estate planning, generational wealth transfer, business consulting and college planning.

We provide our clients:

• A CPA’s practical approach in making clear financial decisions,
• A defensive investment style designed to grow assets while seeking to preserve values in down markets,
• Perspectives on insurance to minimize wasted premiums,
• Strategies to reduce or avoid estate and income taxes,
• Values-based generational wealth transfer, and
• 14 ways to reduce college costs.

One of our most important roles is to assist our clients in determining a suitable and appropriate asset allocation strategy by considering investment time horizon, risk tolerance, objectives and cash flow needs. We invest for the long term by establishing appropriate asset allocations; however, we proactively adjust those allocations and strategies depending upon changing market conditions.

We invite you to call our assistant, Kristy, at (801) 438-2715 to schedule a visit with us today.

Address & Contact

Street:
6465 South 3000 East, Suite 200
Postcode:
84121
City:
Salt Lake City
State:
Utah
Zip:
84121
Phone:
(801) 438-2715
Website:
www.duanetoney.com; www.imcportfolio.com
Category:
Local business

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