About Us
I am a widow, I have 3 children and a grandson. My husband died 8 years ago and he set things up so I do not be homeless. I invested my husbands money into this company and I had no idea that it was this company until about 3 years ago. My portfolio has grown. I have learned so much about it and protect it from loss. I am so passionate to helping others. (individuals, families, businesses)
The products and services we offer
Recommendations Received (15)
"Managed Wealth Financial is a great company for wealth building and their focus on education..."
Read more
"Managed Wealth Financial is a great company for wealth building and their focus on education brings wealth within reach."
"Claudia is a caring person and passionate about helping others with their financial goals...."
Read more
"Claudia is a caring person and passionate about helping others with their financial goals. Whether you are a newly married couple just starting out or have already achieved financial success and want to leave a legacy for your loved ones, she can guide you every step of the way."
Products & Services
It's never too late—or too early—to start planning for retirement. Managed Wealth Financial can offer expert advice on building a nest egg for a co...
Whether you're just getting started, need to grow revenue, or want to change direction, Managed Wealth Financial can help you with a detailed and e...
We're experts in thinking about the long term. Managed Wealth Financial helps customers in and South Jordan plan for retirement, unemployment, and ...
Recommendations Given (38)
"She is very passionate about helping other people. She is also very caring and understanding..."
Read more
"She is very passionate about helping other people. She is also very caring and understanding about what she does for other people."
"Sara is an amazing person. She wants to help other women business owners. She is very kind and..."
Read more
"Sara is an amazing person. She wants to help other women business owners. She is very kind and caring person.
"
