Financial Planners in Idaho Falls

“Needed help with figuring out the best insurance plan and thanks to Eric he helped picked a great plan not only affordable but also matched us with our needs.“

“They were extremely friendly and taught a great lesson about how to save money. You should 100% give them the time of day!!“

“My husband and I are in our 60s, semi-retired engineers, and have 2 adult children. We recently met with Duane Fugleberg at M3 Wealth to explore options to improve our current and future financial situation, both personal and business. I met Duane probably 20 years ago when in search of help and advice with a financial "crunch" that had come up for which none of our bankers, lenders, or investment advisors could help. Duane solved that particular problem and has since helped us with others.
This past visit gave us some options and hope, once again!
I thought I was on the right path. I never knew how much I didn't know about such important stuff! It has become clear that I want to share his wisdom and tools with all my family and friends and co-workers ASAP! It should be a mandatory element of every young adult's and parent's education! Never too late though!!!!

Duane is not a sales person--he is a people person and problem solver--a friend! I know he understands and cares about our best interests. He is able to use his knowledge, experience, and tools to assess each person's puzzle pieces (goals and desires, assets, debt, insurance, taxes, retirement, risks, regulations, etc.) to show the current picture, and what options are available to achieve security and the picture you imagine. He doesn't sugar-coat reality or push any particular product.

I shout my praise for what he offers from the rooftops! Don't delay--set up a free consult with him to just get his assessment and possible options he might suggest (phone, zoom, in person-which is so easy to do from his website). It could change your life!“

“Thank you so much Cornerstone Financial for your help getting me better insurance. I've worked with Dave two or three times now, and I've appreciated the good service, friendliness and effort he's put into helping me! It seems so complicated, but Dave walks me through it and helps me understand my options and finds me the best affordable plan that fits my needs.“

“Very happy with these advisors!!! They are so willing to help with any big financial decisions!! We have been there for a lot of years and have never been disappointed!!!!“

“Great service and innovative offerings. I've moved away from Idaho but still use Frontier as my financial institution. If there is an issue they are quick to resolve it!“

“Jack is very outgoing, desires to serve, and is willing to be a team player. He is willing to collaborate with others to ensure his clients get the best help them need. I feel confident in recommending clients to him.“

“⭐⭐⭐⭐⭐
My wife and I have been clients of Spinnaker Financial Advisors in Idaho Falls since 2018, and we have never once regretted our decision to invest with them. From the very beginning, our initial meeting with Alan Campbell was both informative and reassuring, setting the tone for what has been an exceptional experience.

Every interaction with both Alan Campbell and Danielle Dursteler has been flawless. They are professional, personable, and always ensure that we are informed and comfortable with our financial decisions. Between the regular mailings, periodic meetings, and timely reviews of our financial goals, we feel confident that our investments are in good hands.

What truly sets Spinnaker apart is their responsiveness and receptiveness to any questions or requests we have. Their attention to detail and genuine care for their clients' well-being is evident in every interaction.

We look forward to a long and fruitful relationship with Spinnaker Financial Advisors and wholeheartedly encourage anyone seeking financial guidance to meet with their outstanding team. You won’t be disappointed!“

“Seriously the BEST company to work with. Andrew an his amazing assistant Jazmin have taken care of my husband and I's life insurance and health insurance for years. They also helped get my Roth IRA set up. They are great at replying back fast and answering any questions. Great People!“

“Dan is a very talented financial planner. But he’s not simply talented, he’s a teacher at heart. He knows his craft and has been a real asset to my financial future. If your looking for help with your financial planning, I recommend you give Dan a call.“