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Amy Marty, Financial Advisor

FINANCIAL ADVISOR
Amy J Marty

150 W Civic Center Dr, Suite 103, Sandy, UT 84070opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Divorce Finances
  • Business Retirement Plans
  • Healthcare Professionals

About Amy

Do you know if you have saved enough to retire? Did you receive an inheritance? Maybe you would like a second opinion? Not sure of where to start?

There are many things to consider when planning for your financial future.

With over 20 years of experience as a financial advisor, I've helped answer those questions and map out appropriate financial strategies for my clients. I work with individuals, families and business owners to help them achieve financial security and grow their wealth. I guide my clients through life's complex financial decisions and provide solutions that are personalized to them.

I bring extensive experience...

Work History

  • Osaic Wealth IncSeptember 2023 to September 2023
  • Edward JonesSeptember 2023 to Current

Team Members

  • Yeni Dyer
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(801) 349-2561

Fax

(833) 768-9787

Office Address

150 W Civic Center Dr
Suite 103
Sandy, UT 84070opens in a new window

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