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Over 206 reviews for
Boise Financial Advisors from people just like you.

N
"
was quick to respond, answered all of my questions thoroughly and made sure I understood exactly what was happening. I've recommended"
to numerous other friends and family not only for business, but as a resource should they have any questions about mortgages. I absolutely trust his recommendations, and would not hesitate doing business with him again.

-Edward S.

A
"My wife and I were had a dilemma. After many years of investing in a couple of health-care related stocks, we decided the time was right to sell the stock, which" had grown to a considerable sum but all high-risk money, and invest in something safer that stocks or mutual funds. We knew that bank savings accounts, money
accounts, and Certificates of Deposit were all safe options but were paying near zero percent interest rates. I initially consulted some of the more well-known local area investment firms but they were painfully slow to get back to me and in essence simply wanted us to reinvest in the stock
in some form and were generally most interested in large portfolio clients. Turning to Angie's List (which I should have done in the first place) I found
Fox and
.
immediately talked with me about my situation, promptly made an appointment to visit my wife and me at our home, and came out to educate us about a safer alternative to saving for retirement income through the use of annuities.
's customer service and desire to help were amazing, as he constructed a well thought out plan based on my and my wife's input and helped us invest in an annuity with a financially strong and reputable company. We could not be happier with the job
did for us. Thanks to
we now have a very key piece of our retirement secured and can rest easy knowing that the high risk money we once had in the stock
has been reallocated to a better, safer place and earning a better rate of return than a traditional bank savings vehicle. Thanks again
!

-Vincent G.

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Financial Advising reviews in Boise

A

Rating
Boise Financial Advisors Provider Name Locked
is very knowledgeable in the area of finance and planning for future retirement. He's great at finding what plan or strategies work for each individual's circumstances. I am very satisfied with his help in this area. I highly recommend to anyone making retirement decisions, talk to
Boise Financial Advisors Provider Name Locked
first.
- Ed J.
N

Rating
It was very easy working with them. The information was very precise and to the point. I feel that everything got fixed fairly quick, which was helpful by the fact that I'm always busy. I would definitely recommend it to anyone who needs help with the IRS. They made it very easy on me. Worth the money spent.
- Javier P.
A

Rating
Boise Financial Advisors Provider Name Locked
is amazing and one of the most honest business people I have ever encountered. He spent about 45 minutes on the phone with me discussing my financial standing as I wanted to move my
Boise Financial Advisors Provider Name Locked
to another company, having fired my prior financial advisor for unresponsiveness and not being happy with the funds I am invested in. Not only did he analyze my situation, he explained that he didn't feel I needed an investment advisor....that I just need a more conservative set of funds to transfer my
Boise Financial Advisors Provider Name Locked
to and basically let it sit and accumulate in a more even fashion than my current one has done. He even suggested where I place the funds to maximize my stability at a low expense ratio. I highly recommend
Boise Financial Advisors Provider Name Locked
as, after having listened to him, he is honest, hard-working, has reasonable fees for investment advisement, and a great hands-on approach that I have to assume he would have in his advisor capacity. Fantastic experience!!
- Meryl C.
D

Rating
Two tax-exempt bonds were purchased. One of the trades was canceled, and a substitute bond was purchased. I received an e-mail showing the two trades that were made and the one that was canceled. The
Boise Financial Advisors Provider Name Locked
representative assured me that the two bonds in question had been purchased. I then received another e-mail the next day showing a third bond had been purchased, which was not correct. I tried to get the representative on the phone. All I got were voice-mails. I then called
Boise Financial Advisors Provider Name Locked
directly as the e-mail said "Please contact
Boise Financial Advisors Provider Name Locked
SERVICES, INC. if you have any questions." When I called
Boise Financial Advisors Provider Name Locked
, I was told that
Boise Financial Advisors Provider Name Locked
did not service the account in question. When I asked why I had been instructed to call
Boise Financial Advisors Provider Name Locked
, the person hung up the phone on me. When I was finally able to speak to the representative, he explained
Boise Financial Advisors Provider Name Locked
's mistake and said that it had been corrected. I like the representative and will continue to use him unless I receive more terrible customer service from
Boise Financial Advisors Provider Name Locked
. One more incident like this and I will be transferring the account.
- Preston B.
F

Rating
The Right Line Stock Report or (
Boise Financial Advisors Provider Name Locked
) fraudulently and unauthorized charged my credit card number they had on file since last year for $499.95 on 7/30/15. There was no advance notice or warning of subscription renewal of any kind. MasterCard contacted me on 7/31 letting me know a large an unauthorized charge had just been placed. I contacted
Boise Financial Advisors Provider Name Locked
the very same day 7/31/15 asking them to remove the charge as I had no intention to renew. Then I got some lame email from someone using the name of
Boise Financial Advisors Provider Name Locked
stating they would not refund the charge, but they would not charge me again in 2016.
Boise Financial Advisors Provider Name Locked
will not return phone calls or numerous emails. They
Boise Financial Advisors Provider Name Locked
’t answer their 1-800 number. They have multiple addresses and phone numbers to hide by. Not only is their stock report uninformative, outdated, and repeats the same information every report; they are trying to steal and scam from honest consumers. 2912
Boise Financial Advisors Provider Name Locked
Pack Drive

Antioch ,
Boise Financial Advisors Provider Name Locked
37013

United States Or



3 Wooded Way Round Rock, TX 78664 512-458-6046
- Jay M.
D

Rating
I had high hopes for Redfin, several agents showed my home
(though non responded to requests for feedback) which showed me they had
Boise Financial Advisors Provider Name Locked

penetration)

When my last agent and I went our separate ways (I’ve been
trying to sell my home ) I engaged redfin. I researched their site and choose
to communicate with our of their high volume agents. (at his point I needed
successes from an agent with a lot of successes behind them, rather than one that’s
still trying to create a reputation).

Anyway, in the end they choose the agent for me.
And after our 1st meeting and follow-up emails, I
was not feeling it, but more so, it seemed the agent was tied up with other
things and being out of town. I wanted
to get my house on the
Boise Financial Advisors Provider Name Locked
quickly, and it seemed Redfin was not able to accommodate
such a request as quickly as other agent/ real-estate firms.

But I like the concept, the webnsite, the idea about being performance
based (at least that’s what they advertise) . But what I didn’t like, was not
being able to pic the agent (I contacted two members of the leadership team
with this request, and they politely avoided it). However one, ‘
Boise Financial Advisors Provider Name Locked
’ took the time to make some well thought out
responses, including addressing many of my questions. Regrettably, it seems
more the heavy hitters are there to draw in clients and then they like the mom
and
Boise Financial Advisors Provider Name Locked
birds, disperse over to the chicks. L
In an attempt to work with the agent, I had written about
what I was looking for, my experiences, past offers, and the agent responded that they promised not to disappoint me. Upon
our 1st meeting they asked me to lower the price by $30k , which
would have made most offers less than my
Boise Financial Advisors Provider Name Locked
offer (that I rejected) , How is
this not going to disappoint me.
I looked at the agent’s reviews, something redfin encourages
people to do and encourages to give feedback on their agents. But what was odd,
was that many of this agents reviews (ok most of them) predated her employment
with the company. Most did not have written comments (despite 5 out of 5 stars)
, even listings that were an offer was not accepted, had 5 stars (yet still no
comments)

Buyer beware (or be cautious) , if you’re looking to attain buyer or seller
services, ask questions of the respective agent about their reviews. I did and
get no response). Shortly thereafter they indicated that maybe they were not
the best option for me. I signed with
someone else (who wasted no time to have the paperwork in front of me.
- Patrick M.
A

Rating
Boise Financial Advisors Provider Name Locked
came out to the house at the time agreed on , took all the formation he needed and was as nice a person that you would ever want to meet. He will be back next week with all the updated material for our living trust
- John V.
A

Rating
I had a very productive phone conversation with
Boise Financial Advisors Provider Name Locked
. That I am based in Atlanta and he in Chicago would not make a difference in his providing quality service, in my opinion. Unfortunately, I cannot at this point invest the minimum amount that
Boise Financial Advisors Provider Name Locked
requires to take me on as a client. He explained to me that he does this so that he can keep his client base small and provide better service, something I completely understand. He was however, generous enough to dispense some financial planning advice gratis and answered all my questions very patiently. I (hopefully) look forward to working with him in the future.
- Vishal N.

Financial Advisors 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

Boise Debt Consolidation

859 West Broad Street #205

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Brown and Patrick

6126 W State Street
Boise

Capital Financial Solutions, LLC

6663 North Glenwood Street
Boise

Cardinal Advisors

117 Edinburgh South Drive Suite 280

ClearPay Financial Solutions

4696 Overland Road
Boise

COGSWELL ASSET MANAGEMENT

802 W BANNOCK ST
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

9050 W OVERLAND RD
Boise

EDWARD JONES

10540 W BUSINESS PARK LN
Boise

EDWARD JONES

515 E PARK BLVD
Boise

EDWARD JONES

12783 W LASALLE ST
Boise

EDWARD JONES

12783 W Lasalle St # C
Boise

FARMERS FINANCIAL SVC

1789 BROADWAY AVE
Boise

Farmers Insurance

816 W Bannock Suite B-A
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

1012 N Main St
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

Summit Financial Inc

615 Pasco Pl NE

The Mutual Fund Store

2845 East Overland Road, Suite 170
Meridian

TNTIL

488 S HEMINGWAY AVE
Boise

United Gold Direct

2945 Townsgate Road

WORLD GROUP SECURITIES INC

6901 W EMERALD ST
Boise

ZIONS DIRECT

890 MAIN ST
Boise

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