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BestProsInTown

Financial Planners in Boise

Financial Planners in Boise picked by BestProsInTown

Fiduciary Financial Group

Fiduciary Financial Group

2601 North Bogus Basin Road, Boise

Fri 9AM - 4:30PM

5.0 12 reviews

“Fiduciary Financial Group is a truly fantastic financial organization. I began working with Richard Davey when he was managing my mother’s funds. Although she was quite elderly and did not have many assets, Richard called her twice yearly and managed her funds until her recent death. There is little profit in managing a small IRA, but Richard kept her account in the black for years, always beating the returns of the benchmark. I was so impressed with how carefully my mom’s account was managed my husband and I decided to transfer our accounts to FFG. Needless to say, we are very happy with everyone at FFG. We receive financial planning, tax advice and retirement planning. We are well taken care of by all of the thoughtful and knowledgeable colleagues at FFG and would highly recommend their services. It feels very good to be retired and comfortable without financial worries!”

EP Wealth Advisors

EP Wealth Advisors

802 West Bannock Street Ste 100, Boise

Fri 8AM - 4:30PM

5.0 3 reviews

“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!”

Tumwater Wealth Management | Holistic Wealth Management

Tumwater Wealth Management | Holistic Wealth Management

110 West Main Street, Boise

Fri 7AM - 4PM

5.0 1 reviews

“Ben is knowledgeable, concise, and extremely helpful, making the myriad financial and retirement mysteries easy to understand. He has a wonderful sense of each individual's needs and hones into that without trying to convince one to do something else. I feel so lucky to have Ben as my financial advisor!”

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