Uma Financial Services
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- UMAFS was created with the sole purpose of safely and effectively preserving and growing the wealth of Utah physicians. It was created for physicians by physicians with board oversight providing complete accountability and fee transparency in all transactions.The mission of UMAFS is to improve the financial well-being and peace of mind of UMA member physicians by providing the best possible financial planning services.We measure our success not by performance statistics, but by how well our clients achieve their personal financial and life goals. Many physicians regard financial planning as complex and confusing. And few have the time to really dig in and gain the expertise required. As a result, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets. This is where UMAFS can provide guidance and assistance. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving wealth.
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Headquarters:310 East 4500 South Suite 550, Salt Lake City, Utah, United States
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Phone Number: +1 801-747-0800
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Website: https://www.umafs.org
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Employees:12
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Revenue:$1 - 10M
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Legal Name:Uma Financial Services
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Uma Financial Services's Social Media
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| NAICS Code: 561499 |
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Frequently Asked Questions regarding Uma Financial Services
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Where are Uma Financial Services's Headquarters?
Uma Financial Services's Headquarters are in 310 East 4500 South Suite 550,Salt Lake City,Utah,United States
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What is Uma Financial Services's phone number?
Uma Financial Services's phone number is +1 801-747-0800
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What is Uma Financial Services's official website?
Uma Financial Services's official website is https://www.umafs.org
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What is Uma Financial Services's Revenue?
Uma Financial Services's revenue is $1 - 10M
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What is Uma Financial Services's NAICS code?
Uma Financial Services's NAICS code is 561499
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How many employees are working in Uma Financial Services
Uma Financial Services has 12 employees
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What is Uma Financial Services's Industry?
Uma Financial Services is in the industry of Financial Services
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Who is Uma Financial Services's CEO?
Uma Financial Services's CEO is Jeff Zesiger