BBB Accredited Business Profile

Casull Financial Advisory, LLC

Casull Financial Advisory, LLC

(801) 495-7070

Casull Financial Advisory, LLC

5 years in business
10421 S Jordan Gtwy Ste 600
South Jordan, UT 84095-3902
Additional Email Addresses
  • scasull@casullfinancialadvisory.com
BBB File Opened: 03/27/2014
Business Started: 02/11/2012
Business Started Locally: 02/11/2012
Business Incorporated: 10/24/2013 in UT
Type of Entity
Limited Liability Company
Business Management
  • Mr. Steve J. Casull, Founder, CEO, Portfolio Analyst
Business Category
  • Investment Advisory Service
  • Financial Planning Consultants
  • Financial Consultants - No License Required
  • Investment Securities
  • Financial Services
  • Investment Management
  • Business Consultants

Service Area
SALT LAKE, UT
Alternate Business Names
  • Casull Financial Advisory and Investments
  • Casull Financial Advisory and Investments, llc
  • Casull Financial Advisory
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Methods of Payment
  • The annual Fees are automatically deducted from the clients account
BBB accredited business

A+

Overview

TOTAL Retirement & Financial Planning, IRA, ROTH IRA, Trust, and
Standard investment accounts, inheritance, small business retirement
accounts (401K, SEP, Simple, etc), employer stock options &
purchase, Entertainment Industry and Professional Athletic investment
strategies, Small business purchase and sale, much more.

Wealth is not necessary to be a respected client of our firm. There are
no arrogant account minimums required. Everyone's life changes, and all
'life changes' have a financial impact.

ALL CLIENTS and their families receive the following FREE services: 
"Life Change Advice", house payment reduction strategy, Small Business
consulting, product patent process, product launch and funding advice,
foreclosure and short sale purchase advice, much more.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Casull Financial Advisory, LLC

Casull Financial Advisory, LLC

BBB ACCREDITED SINCE 09/14/2016

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