Contact Info

10653 River Front Pkwy Ste 100
South Jordan, UT 84095

Map and Directions

Phone: 801.569.8888

Fax: 801.938.1088

jack.feldman@tfaconnect.com

Patrick Bundy

Senior Marketing Director

Mobile Phone: 801-602-3270
E-mail: Pbundy832pg@gmail.com

Managed Wealth Financial is a financial services marketing organization, comprised of Associates of World Financial Group, Inc. (WFG) a financial services marketing company whose affiliates offer life insurance and a broad array of financial products and services. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), - Member FINRA/SIPC and Registered Investment Advisor. Insurance products are offered through World Financial Group Insurance Agency, Inc. (WFGIA) or its subsidiaries. WFG, WFGIA and TFA are affiliated companies. Managed Wealth Financial and Transamerica Financial Advisors, Inc. are not affiliated.

10653 River Front Parkway; Ste 100; South Jordan, UT 84095 and 801.569.8888

Insurance products offered through World Financial Group Insurance Agency, Inc., World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Group Insurance Agency of World Financial Group, Inc. and/or WFG Insurance Agency of Puerto Rico, Inc.

Patrick Bundy

Senior Marketing Director

Contact Info

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