Partner Alliance Advisors

Partner Alliance Advisors is a Financial Planner in South Jordan, UT, located at 10808 S River Front Pky #3044. It holds a rating of 5.00 based on customer reviews.

Kelly Zitting, CFP®, leads the firm, which operates under a fiduciary promise to act in the client's best interest. The firm’s approach is rooted in financial education and implementation to help families and businesses achieve stability. Individual services include comprehensive financial planning, retirement investment strategies, income and Social Security strategies, estate planning, and investment management. The firm also manages personal risk through health insurance and Medicare options, including healthcare alternatives, HealthShares, short-term plans, and supplemental coverage for long-term disability, accidental injury, and serious illness, as well as auto and home insurance.

For business owners, including attorneys, dentists, and doctors, Partner Alliance Advisors offers group financial planning, HR compliance, employee communications, and retirement savings solutions. These include 401k, SEP 401k, MEP 401k, pension plans, and Simple IRAs. Business health insurance services cover group, family, individual, and alternative plans, along with group life, long-term and short-term disability, and accidental serious illness coverage. The firm assists entrepreneurs and the self-employed in securing benefits comparable to large corporate offerings and helps dentists with credentialing programs.

Through a partnership with ADP®, the firm provides payroll, HR, and compliance services as an alternative to Professional Employer Organizations (PEO). This service connects clients to the Partner Alliance Health Plan and the Partner Alliance Savings Plan, helping small business owners manage hiring compliantly while saving time and money. The firm emphasizes careful preparation and implementation to pursue financial peace of mind, ensuring clients have the funds needed for retirement and education. Kelly Zitting’s background includes growing up on a 2,000-acre farm in Southern Utah, which instilled the value of hard work. The firm is dedicated to listening to clients and doing what is suitable for each individual, family, and business owner they work with.

Located on S River Front Pky, the business sits about a tenth of a mile from the Beckstead Canal and a fifth of a mile from Riverfront East Park.

BizScoreAI assigns a technical score of 85 out of 100, which ensures the website is secure and indexable so search engines can read it without errors. The platform also gives a discoverability score of 75 out of 100, confirming that AI crawlers can access every page to enable recommendations.