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REFERRAL PARTNERS

Certus is proud to recommend these trusted partners.

ADP Logo

ADP is a trusted national provider of payroll, Workers’ Compensation, and 401(k) retirement plan services, helping business owners streamline operations and stay compliant. Whether you're managing a small business or a growing company, ADP offers scalable solutions designed to simplify payroll processing, reduce risk through pay-as-you-go Workers’ Comp, and support you and your team’s financial future with integrated retirement plans. With decades of experience and industry-leading technology, ADP gives you peace of mind so you can focus on running your business.

Book time with: Dave Bevan

(801) 671-5839

 

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Trusted by thousands of professionals and entrepreneurs across the United States, CorpNet is the smartest way to start a business and maintain compliance.

Arlen Card Law Firm Logo

“At Arlen Card Law Firm (PC), we understand that navigating your legal landscape can often feel overwhelming and impersonal. That's why we're dedicated to providing not only expert legal advice and thorough, tightly-drafted documents, but also a compassionate and personalized approach to your specific situation. As a small law firm, we value the opportunity to build a long-lasting relationship with you, ensuring that you feel supported and understood every step of the way.” 

Call (801) 636-2333 or visit arlencardlaw.com now.

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Jeff Toone

As a financial planner, I partner with the tax professionals at Certus to provide clients with guidance beyond traditional accounting. I offer comprehensive financial planning, including goal setting, investment strategies, retirement planning, and wealth management. By collaborating with Certus' EAs and CPAs, I ensure that financial strategies are tax-efficient. My holistic approach fosters trust, strengthens long-term relationships, and helps clients achieve their retirement dreams and financial goals.

Call to schedule a free consultation:
801-373-3763
jeffrey.toone@edwardjones.com

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We specialize in creating and preserving financial confidence for clients. Whether you are a business owner or an individual approaching retirement, we can help you reach your financial goals so your focus can be on enjoying life. We bring extensive experience and professionalism to every client and customize our recommendations to support your goals and dreams. Focused on helping accredited investors minimize their tax bill.

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Profi is dedicated to providing investment management and strategic wealth planning that is right for you. Serving high net worth clients in a family office environment focused on relationships.

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We are a boutique, franchise finance loan broker headquartered in NJ. With 25+ years of franchise finance expertise, we advise our clients and secure the most competitive terms in the marketplace.

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We are a boutique tax advisory firm with nearly two decades of experience. By using court-tested and IRS-approved strategies, we identify proactive solutions to help business owners save money on taxes legally.

Naylor Insurance Group logo

Naylor Insurance Group is your dedicated ally in securing a worry-free future. Specializing in auto, home, life, and business insurance, we take pride in offering robust protection tailored to your individual requirements.