Financial Planners in Meridian

Financial Planners in Meridian picked by BestProsInTown

Closed today

3023 E Copper Point Dr Ste. 103, Meridian
HI Financial Financial Planners

“We’ve been working with Luke at HI Financial for a few months now, and it’s been a truly positive experience. He’s helped us get our finances in order and given us clarity on the big picture of where we’re headed.

Luke’s passion for his work really shows. He’s approachable, knowledgeable, and above all, a great listener. He doesn’t push a one-size-fits-all plan — instead, he listens to our goals, adapts to our needs, and adjusts as things evolve.

We feel like we can trust him — he’s transparent, down-to-earth, and genuinely invested in helping us prepare for the future. Our experience with Luke has been personal, insightful, and empowering.

If you want someone who listens, cares, and understands the big picture, Luke at HI Financial is someone you’ll be glad to work with.“

5 Superb4 Reviews

Closed today

413 SW 5th Ave Ste 110, Meridian
Andrew Hale - Ameriprise Financial Services, LLC Financial Planners

“Very knowledgable and easy to communicate with. Always very helpful when we have any questions and keeps in contact with us. Feel very comfortable and trust Andrew implicitly.“

5 Superb3 Reviews

Closed today

135 E Calderwood Dr Suite 120, Office #6, Meridian
Retire Sensibly LLC - Ron Strobel, CFP, RICP Financial Planners

“If you are thinking about retiring, Ron is a superb advisor. He has made our retirement transition successful and it is very reassuring to have him on our team. Honest , sincere, and willing to answer questions honestly to help you achieve your long term goals. Ron and his team truly have your best interest at heart.“

5 Superb3 Reviews