Heaton Financial

Heaton Financial is a financial planner in St. George, Utah. The firm provides personalized investment solutions, retirement and income planning, and wealth management to clients in St. George, Cedar City, and southern Utah. Its services cover portfolio management, asset allocation, income stocks, mutual funds, options, bonds, government securities, REITs, and exchange traded funds, along with financial planning areas including IRAs, Roth IRAs, retirement planning, IRA consolidation, college savings, money management, 401k rollovers, estate plans, and debt management. For businesses, the firm works with retirement plans, cash management, profit sharing plans, SEP IRAs, Simple IRAs, and 401ks. Heaton Financial holds a rating of 5.00. The team treats each client as an individual with specific goals and needs, and works to build a secure and stable financial plan tailored to those needs. Mitch Mortensen manages the St. George office; he graduated with a Bachelor's degree in Civil Engineering in 2000 and worked as a civil engineer before becoming a licensed investment advisor. Mary Foremaster is the advisor assistant at Heaton Financial; she worked at Zions Bank for 15 years as a financial service representative, Customer Service Manager, Operations Officer, and Assistant Vice President. The firm's wealth management practice includes active, discretionary portfolio management, disciplined investing, and daily monitoring of investments. Office hours are Monday through Friday, 8:00 AM to 5:00 PM. The St. George office is at 1224 S River Rd, Suite A-103, just off River Road and about 0.1 miles from Riverside Drive and the St. George Post Office. George Washington Boulevard is about 0.3 miles away, as are the KRDC-FM tower and Rim Rock Wash Trail. Heaton Financial also has a Cedar City location at 337 S Main St. Heaton Financial is known for the positive rating it has earned from the customers who have reviewed it, and its advisors bring decades of combined experience in banking, investment management, and engineering to clients across southern Utah.