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Financial Planners to Avoid

65

Top Rated Financial Planners

7

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Over 1,134 reviews for
Boise Financial Planners from people just like you.

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"I wanted to setup a savings account for my kids education and found this company highly rated here on AngiesList. I reached out to them for information on education" saving and received you basic "hello" and introductory email from them. I emailed them back twice (thought I might not have hit send the first time) letting them know I was interested in setting up an education savings account for my kids. Apparently they are not interested in my business as no one has responded.

-Vicki K.

A
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first asked questions to be sure he knew what my goals were. He reviewed my financial information and provided advice as to what I should" do looking forward to retirement. He also discussed the various kinds of accounts I could open on behalf of my grandchildren, including the pros and cons of each type.
was personable and extremely helpful. By the time my hour appointment was finished, I felt I had a good grasp on what I need to do to improve my financial situation and enough information to decide what type of account I want to start for my grandchildren. I would recommend
to others.

-Ellen C.

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Financial Advising reviews in Boise

C

Rating
fine at first then when something needed to be addressed no response or can you e-mail it to me when it needed a visual inspection and the person lives within 20 minutes of the location checks ha they forgot to pay the care taker for over a year in the end they screwed over my son blamed me they do not believe in paper work if it involves paper work they will talk you out of it saying no . and if you have a problem with a contractor they will back them up try to make you look stupid or try to get you removed from there property before helping you their moto if it works good enough for them even if it looks like crap and doesn't really work!

- james H.
D

Rating
I needed my credit report and rating as part of a financial planning session with a separate vendor. I provided my credit card number for the well-advertised $1 fee. Shortly thereafter, I received a bill for $20 for a credit tracking service that I was not interested in. To cancel the service I had to call the company. I was disappointed in the fact that I needed to scour the fine print to avoid being charged for a service I did not want. Additionally, I could not cancel my membership online. I think all companies should allow you to sign up AND sign off by the same method.
- Shaina C.
A

Rating
Recently, I had a visit with
Boise Financial Planners Provider Name Locked
, a local insurance agent. He answered my questions about insurance using
Boise Financial Planners Provider Name Locked
, easy to understand terms. I felt comfortable talking with
Boise Financial Planners Provider Name Locked
. There was so no sales pressure for me to change anything, or to buy anything. If you would like to talk with
Boise Financial Planners Provider Name Locked
about your insurance too, his phone number is 404-319-1697. He does medicare, life insurance, and retirement planning.
- Jim R.
N

Rating
Boise Financial Planners Provider Name Locked
also helped me to figure out the cost basis of stock as my Dad
bought stock with dividend reinvestment. Because of the AT&T breakup
back in 1984, AT&T went to many new companies and then those companies
were bought out or had splits and reverse splits. He was truly a
Godsend on this part of it! He sent me a detailed list for year end
taxes which was such a wonderful help.

Thank goodness we hired
Boise Financial Planners Provider Name Locked
when we did as he helped my Mom weather the
financial crisis by getting her 75% majority investments out of telecom.

I feel that
Boise Financial Planners Provider Name Locked
keeps an eye out for the little man as my Mom didn't
have a large investment, but he had no qualms working with us.
Boise Financial Planners Provider Name Locked
has
always been very responsive to my questions, and trust me, I had
questions when the markets were crumbling down around everyone. To
this day, if my Mom has a question, I shoot
Boise Financial Planners Provider Name Locked
an email, and he
responds with an answer that my Mom can understand.

Boise Financial Planners Provider Name Locked
made my job going forward as my Mom's Power of Attorney and Executor
of her Estate a piece of cake, literally. I would highly recommend
Boise Financial Planners Provider Name Locked

as your financial planner.
- Michele B.
A

Rating
Explained financial situation in detail and how it can be done better. Got a deal from Angie's list. Very professional and personalized.
- caroline A.
A

Rating
Boise Financial Planners Provider Name Locked
is an excellent Financial Planner. She is experienced, honest, and has knowledge that spreads over a wide spectrum of investment options. Her approach is low pressure. Her goal is simply to help move a person's financial picture in a positive direction. My own results since working with
Boise Financial Planners Provider Name Locked
are beyond my expectations. If you have a financial planner now, take the time to meet with
Boise Financial Planners Provider Name Locked
to get a second opinion. If you do not currently have a financial planner, call her and have her review your financial picture.
- Cyndee S.
A

Rating
After getting to know us as a person,
Boise Financial Planners Provider Name Locked
then reviewed our current financial status and asked us questions to help him determine the best way to move forward towards our financial goals.
The options that he presented were very clearly explained, enough that we, complete financial neophytes, didn't have a hard time understanding them in order to make a decision on said options.
We are ready to take those first steps, and once we've made some progress with them we will definitely be back for a follow-up.
It is also worth mentioning that we were reluctant to use a financial planner, concerned that they would only have their own interests in mind, preferring to do everything ourselves. Not only does
Boise Financial Planners Provider Name Locked
genuinely seems to truly make it easy for us to reach our objectives, he brings a point of view (backed by his studies and experience) that we simply couldn't get from our own research.
We will definitely be back for an updated analysis once our financial situation changes.
- Edgar R.
N

Rating
My wife & I don't have the time, experience or expertise to plan & watch-over our financial investments. So,
Boise Financial Planners Provider Name Locked
has been our financial advisor for about 8 years. He initially laid out an investment strategy that met our near & long term needs. Since then he constantly watches, suggests & modifies this strategy to keep pace with the ever changing
Boise Financial Planners Provider Name Locked
. Since day one, he's been very professional in our dealings & is always responsive to any questions or concerns we may have. I'd highly recommend
Boise Financial Planners Provider Name Locked
to anyone looking for financial investment guidance.
- Richard C.

All Financial Planners in Boise, ID

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

A G EDWARDS & SONS INC

290 BOBWHITE CT
Boise

All State Financial

2572 N Stokesberry Pl.
Meridian

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

American Health Value

671 E Riverpark Ln
Boise

American Pacific Mortgage: Steve Arbuckle

8921 W. Hackamore Dr., Suite 12
Boise

AMG Legacy Planning

10100 W Sample Rd

Athletes for College

280 E. Corporate Drive
Meridian

Boise Debt Consolidation

859 West Broad Street #205

Boost Credit 101

3773 E Cherry Creek N Dr

Brown and Patrick

6126 W State Street
Boise

D & M INVESTMENTS LLC

11871 W LONGFELLOW DR
Boise

D A DAVIDSON & CO

121 N 9TH ST
Boise

Debt Reduction Services

6213 N Cloverdale Rd #100
Boise

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Echelon Group

408 E Parkcenter Blvd Ste 330
Boise

EDWARD JONES

2302 N BOGUS BASIN RD
Boise

EDWARD JONES

1606 W HAYS ST
Boise

EDWARD JONES

1208 S VISTA AVE
Boise

EDWARD JONES

1512 BROADWAY AVE
Boise

EDWARD JONES

1208 S Vista Ave
Boise

EDWARD JONES

10540 W BUSINESS PARK LN
Boise

EDWARD JONES

9050 W OVERLAND RD
Boise

EDWARD JONES

515 E PARK BLVD
Boise

EDWARD JONES

12783 W Lasalle St # C
Boise

EDWARD JONES

12783 W LASALLE ST
Boise

FARMERS FINANCIAL SVC

1789 BROADWAY AVE
Boise

Freyman CPA, P.C.

40 Exchange Place

GREAT NORTHERN FINANCIAL SVC

8923 W ARDENE ST
Boise

H J HEINZ CREDIT CO

877 W MAIN ST
Boise

Harris & Co. PLLC

2289 S Bonito Way
Meridian

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

iBank

3090F Pullman St

IRS Tax Help Team

1201 S Beach Blvd

KEY BANK

702 W IDAHO ST
Boise

LeBeau and Associates CPA

77 E Idaho Ave
Meridian

Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE

MOUNTAIN WEST SECURITIES

10367 W HOLLANDALE DR
Boise

NORTH LAKE CAPITAL ADVISORS

877 W MAIN ST
Boise

NORTHWESTERN MUTUAL FINANCIAL

1111 W JEFFERSON ST
Boise

PEBSCO INC

802 W BANNOCK ST
Boise

PIPER JAFFRAY & CO

1161 W RIVER ST
Boise

RATHBONE MC REYNOLDS INVSTMNT

101 S CAPITOL BLVD
Boise

RBC DAIN RAUSCHER

877 W MAIN ST
Boise

Reverse Mortgage Information

157 W Hayden Ave Ste 104
Hayden

S P Johnson Group

2025 Delaware Ave

SEATTLE NW SECURITIES CORP

101 S CAPITOL BLVD
Boise

SECURITIES AMERICA INC

4696 W OVERLAND RD
Boise

SECURITIES SERVICE NETWORK INC

4700 N CLOVERDALE RD
Boise

SMITH BARNEY

101 S Capitol Blvd Ste 401
Boise

SMITH BARNEY

101 S CAPITOL BLVD
Boise

State Farm Insurance Beau Murray

2817 Garrity Blvd
Nampa

Summit Financial Inc

615 Pasco Pl NE

TNTIL

488 S HEMINGWAY AVE
Boise

United Gold Direct

2945 Townsgate Road

USAA

9800 Fredreicksburg Rd

WORLD GROUP SECURITIES INC

6901 W EMERALD ST
Boise

ZIONS DIRECT

890 MAIN ST
Boise

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