Call us+1 801-402-3350 Email uscontact@joinfinancegroup.com
Visit usKaysville, UT 84037
Financial guidance, together

Join a group that's invested in you.

Loans, mortgages, investing, tax planning and insurance — with a friendly team that explains every option and supports you at every step.

Join Today — It's Free Explore Services
No-cost first consult Dedicated advisor Clear, upfront costs
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Join Finance Group
Member Benefits
  • One advisor for every service
  • Offers compared for you
  • Ongoing check-ins
Why Join Us

Better decisions are made together

Friendly experts

Real people who explain everything in plain language.

Honest comparisons

Offers from trusted partners, side by side.

Everything connected

Loans, taxes, investing and insurance in one plan.

Support that lasts

Regular check-ins as your life changes.

Our Services

Everything you need, one group

Select a service to learn more, then request a consultation with the right specialist.

Personal Loan

Personal Loan

Fixed-rate personal loans with clear terms for consolidating debt, home projects, auto purchases or life's bigger moments.

  • Fixed rates and steady monthly payments
  • Debt consolidation and auto financing options
  • Offers compared across trusted lenders
Request a Consultation
Credit Loan

Credit Loan

Flexible credit lines and credit-builder loans that give you access to funds today while you build a stronger credit profile.

  • Revolving lines of credit
  • Credit-builder loan programs
  • Practical guidance to raise your score
Request a Consultation
Mortgage Loan

Mortgage Loan

Purchase and refinance mortgages with patient, step-by-step guidance — from pre-approval and rate comparisons to closing day.

  • Home purchase and refinance loans
  • First-time buyer support
  • Rate and fee comparisons side by side
Request a Consultation
Wealth and Investment Planning

Wealth and Investment Planning

Investment and retirement planning built around your goals, your timeline and a level of risk that feels right for your family.

  • Goal-based investment strategies
  • Retirement savings and income planning
  • Regular reviews as life changes
Request a Consultation
Tax Advisory

Tax Advisory

Year-round tax planning and preparation for individuals, families and small businesses — organized, accurate and on time.

  • Individual and family tax returns
  • Small business tax planning
  • Year-round support and reminders
Request a Consultation
Insurance Services

Insurance Services

Life, health, home and auto coverage compared across carriers so your family is protected with policies that truly fit.

  • Life and health coverage reviews
  • Home and auto policy comparisons
  • Bundling options to simplify and save
Request a Consultation
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Built on community
About Us

A financial team that feels like your own

Join Finance Group was built on a simple idea: financial decisions are easier when you have a team on your side. Our lending, investment, tax and insurance specialists work together so your whole plan fits.

One advisorA single point of contact.
Your interests firstRecommendations that fit you.
No surprisesEvery cost explained upfront.
Flexible meetingsOffice, phone or video.
More About Us
Auto Loan Calculator

Plan your next car before you shop

Estimate your monthly payment, total interest and total cost. Adjust the term or down payment to see how much you could save.

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How It Works

Joining takes three easy steps

1

Reach out

Book a free consultation online, by phone or at our office.

2

Meet your advisor

We learn about your goals, income, debts and coverage.

3

Get your plan

Receive clear options and ongoing support as life changes.

Member Stories

What our members are saying

“Join Finance Group helped us refinance our home and lower our monthly payment. Every step was explained clearly and patiently.”

Ashley Turner

“I used their auto loan advice before visiting the dealership and saved a lot on financing.”

Christopher Hale

“Their tax team is organized and friendly. They found deductions I didn't know about and answered every question quickly.”

Brittany Sutton

“Our family finally has a real plan for retirement and college savings.”

Jacob Reynolds

“They reviewed all of our insurance and found coverage that fit our family much better. It truly feels like being part of a group that looks out for you.”

Kelsey Morgan
Latest Blog

Money tips from our team

View All Articles
How to Finance a Car: Smart Steps Before You Visit the Dealership
01

How to Finance a Car: Smart Steps Before You Visit the Dealership

A little preparation can save you a lot on your next vehicle. Here's how to plan your budget, compare loans and negotiate with confidence.

Read Article
Joint Finances for Couples: How to Manage Money Together
02

Joint Finances for Couples: How to Manage Money Together

Money is easier to manage as a team. Learn how couples can talk openly, set shared goals and choose a system that works for both.

Read Article
What to Do With a Tax Refund: Smart Ways to Put It to Work
03

What to Do With a Tax Refund: Smart Ways to Put It to Work

A tax refund can be more than a little extra spending money. Here are smart ways to use it to strengthen your finances.

Read Article
FAQ

Questions? We've got answers.

Need more help? Call +1 801-402-3350 or send us a message.

It simply means becoming a client. There's no membership fee — you get a dedicated advisor and access to all of our services whenever you need them.

Yes. Your first consultation is free and comes with no obligation.

Personal loans, credit loans, mortgage loans, wealth and investment planning, tax advisory and insurance services.

No. A consultation doesn't involve a credit check. If an application ever requires one, we'll explain it and ask for your permission first.

Yes. We can compare auto loan options and help you plan a payment that fits your budget before you visit a dealership.
Newsletter

Smart money tips from our team, straight to your inbox.

Friendly advice on budgeting, borrowing, investing, taxes and insurance. Unsubscribe anytime.

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Ready to join? Let's build your plan.

Book a free consultation with a Join Finance Group advisor today.

Join Today +1 801-402-3350