Financial Consultants in Boise picked by BestProsInTown
“This review is with regards to the interaction with our Account Specialist, Aiko Velasquez. She has been great to work with and we appreciate her taking the extra time and giving us a call to make sure that we fully understand the changes to our plan. Keep up the great work.”
“Drew and his team at Scratch Capital have been excellent financial advisers for us. They’re knowledgeable, responsive, and genuinely focused on helping us reach our financial goals. We Highly recommend!”
“When we made the decision to move to EP Wealth Advisors, it was after a great deal of thought and some excellent referrals. From our initial meeting through the development of our personalized investment strategy, Dan Potter and Carey McNeal have impressed us with their straightforward approach, experience, knowledge, responsiveness, and efficiency.
We may not be a particularly big client, but we are always made to feel respected, valued, and that our needs are important. And, on top of all that, we have been very pleased with the performance of our investment portfolio.
Thanks Dan & Carey!”