University Financial Services

Finance · Utah, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

7220 S Highland Dr, Cottonwood Heights, ...

Phone Number

(801) 481-8842

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About University Financial Services

Canyon View Financial Services is an independent fiduciary services firm that offers personalized financial solutions, including investment management, retirement planning, tax strategies, and wealth management. Their experienced team is dedicated to providing tailored strategies that align with clients' unique needs and goals, empowering individuals and families to confidently navigate their financial journeys. They serve a diverse clientele, including individuals, families, pre-retirees, retirees, and educators, focusing on simplifying complex financial decisions. With a commitment to education and support, they aim to enhance financial literacy and help clients achieve long-term success.Explore more
Popular SearchesUniversity Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Is University Financial Services your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to University Financial Services

Compare insights from companies similar to University Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

University Financial Serv...

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2007
JS
James SzadoFinancial Advisor
<$5M
1-10
Private
-
-
NP
Neil PeckaTeam Manager
<$5M
1-10
Private
-
-
JD
Janet DoucetteClient Associate
<$5M
1-10
Private
-
2006
JC
Joshua CanniffPresident & Financial Advisor
<$5M
1-10
Private
-
-
AC
Ashley ChambersFinancial Advisor
<$5M
1-10
Private
-
-
CW
Casey WalkerFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

University Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

University Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about University Financial Services.

University Financial Services Tech Stack

A closer look at the technologies used by University Financial Services

Top Finance Companies

Frequently Asked Questions Regarding University Financial Services

What is University Financial Services's official website?
University Financial Services's official website is www.universityfinancialservice.com
What is University Financial Services's Revenue?
University Financial Services's revenue is <$5 Million
What is University Financial Services's SIC code?
University Financial Services's SIC: 62,628
What is University Financial Services's NAICS code?
University Financial Services's NAICS: 52,523
How many employees does University Financial Services have?
University Financial Services has 1-10 employees
What industry does University Financial Services belong to?
University Financial Services is in the industry of: Finance, Securities Trading
What is University Financial Services competition?
University Financial Services top competitors include: Casey Walker Investment Services, Cetera Investment Services, GPS Financial Group, Horan Wealth Management
What technology does University Financial Services use?
Some of the popular technologies that University Financial Services uses are: Amazon Web Hosting, Symantec Email Security
How do I contact University Financial Services?
University Financial Services contact info: Phone number: (801) 481-8842 Website: www.universityfinancialservice.com
What does University Financial Services do?

Canyon View Financial Services is an independent fiduciary services firm that offers personalized financial solutions, including investment management, retirement planning, tax strategies, and wealth management. Their experienced team is dedicated to providing tailored strategies that align with clients' unique needs and goals, empowering individua... ls and families to confidently navigate their financial journeys. They serve a diverse clientele, including individuals, families, pre-retirees, retirees, and educators, focusing on simplifying complex financial decisions. With a commitment to education and support, they aim to enhance financial literacy and help clients achieve long-term success.Read More

Is University Financial Services a public company?
University Financial Services is private company therefore does not currently have an official ticker symbol
See more information about University Financial Services

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.