Partner Alliance Advisors

Partner Alliance Advisors is a financial planner in South Jordan, Utah, serving individuals and business owners with comprehensive financial and risk management planning. The firm specializes in retirement planning, investment strategy, estate planning, Medicare and health insurance guidance, and business benefits solutions including 401(k) plans, group health insurance, and HR compliance. Led by Certified Financial Planner Kelly Zitting, the team emphasizes fiduciary responsibility, ensuring clients’ best interests are prioritized at all times. With a strong focus on long-term financial security, the firm supports families in achieving stability through personalized strategies and holistic planning. The business holds a perfect 5.00 rating based on customer reviews, reflecting consistent client satisfaction.

The firm’s approach is rooted in real-life experience and a commitment to financial education. Its founder’s background in a community where health insurance was uncommon shaped the mission to help families avoid financial hardship due to illness or lack of planning. The team emphasizes persistence, listening, and creating balance through tailored financial plans. Services include individual and business health insurance, Medicare coordination, supplemental insurance, retirement income strategies, and support for entrepreneurs and self-employed professionals. Partner Alliance also partners with ADP® to offer payroll and compliance solutions, providing a streamlined alternative to traditional PEOs.

Located on South River Front Parkway, the firm sits about 0.2 miles from Riverfront East Park and just under 0.3 miles from South Jordan Parkway. It is within a short walk of the Beckstead Canal and the Birthplace of South Jordan monument, situated near the South Jordan City Southeast Jordan River Wetland Mitigation Conservation Area.

Though no score strengths are listed, the business’s perfect 5.00 rating and detailed service offerings underscore its reputation for trustworthiness and personalized financial guidance. With decades of experience and a mission-driven approach, Partner Alliance Advisors stands as a trusted partner in financial well-being for South Jordan residents and business owners alike.