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Financial Planners to Avoid

65

Top Rated Financial Planners

7

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Over 1,181 reviews for
Boise Financial Planners from people just like you.

A
"Mr.
reviewed all my tax forms and asked me numerous questions about my job and lifestyle in order to get me the best possible outcome. He" advised me on things that might have hurt me and what I can check up on in order to make sure I don't end up owing in the future. He was very helpful.

-Robyn W.

D
"I've been with this provider for many years but as we moved from year to year my wants or concerns seemed to conflict with what he wanted. The provider seemed" to be more interested in the fees collected off my account than acting as my advisor/fiduciary. I wanted to lower the fees I was paying to keep more of MY money for MY
/investments. At my last visit, I questioned the fees and stated I wanted to lower them by using some ETF funds which had lower expense ratios than the funds he had me invested in. He would not allow me to use some of the good performing funds & replace some of the others with ETFs. I was given 3 choices, none of which I liked. 1- leave it as it is. 2- Change to all ETFs which I did not want. 3- Pick 10 funds I wanted and he would tell me how much it would cost me to change to them. Over the weekend, my wife and I discussed his choices and his attitude of no compromise. We made a decision to look elsewhere which we did and found another advisor that would work with me on lowering the fees I was paying for funds as well as lowering the fee I was paying yearly for his services. The lowering of the yearly fee was what really set me & my wife off! All the years with this provider (that was supposed to work in my best interests) and he could have lowered this yearly fee but never did, that's what really hurt.

-robert O.

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Financial Advising reviews in Boise

C

Rating
Not only did he do this once but a number of times...charging 3 times more than what the product was worth...$10 for a case of little tiny water bottles...where I could get cases of the larger bottles at the local
Boise Financial Planners Provider Name Locked
3 blocks away for about a third of what they were charging for the tiny bottles...the bottles kept showing up and I thought that they were a bonus for buying so many of their overpriced large bottles...when I called their office...I was told I had to deal with the driver...you know the idiot that dropped off product that I didn't order...I cancelled my account and will never do business with them, and also made sure my friends and business associates were aware of my personal opinion of this company.
- Ronald S.
A

Rating
Boise Financial Planners Provider Name Locked
is an excellent financial planner. He gives sound and well-informed advice but listens to what his client wants. I am very happy with the return on my investments. I have not added anything to my account for 3-1/2 years but have been drawing from my account for 3 years now. My account balance is larger now than it was before I started drawing against it. On a scale of 1-10, I give
Boise Financial Planners Provider Name Locked
a solid 10 stars.
- Kathy Y.
A

Rating
He is great. He is honest and really cares for his customers. He is not pushy at all like other advisors I have worked with in the past. He treats his elderly customers very well.
- ELOISE D.
F

Rating
They overcharged by $2079. They told me they were selling precious
Boise Financial Planners Provider Name Locked
made in Canada made especially for them. They charged me $45.12 a piece. They lied and told me the price of the coin was going to go up. I never received my order, and when I looked up to see if there was ever a delivery attempt and there was not. I have tried reaching out to them since, and have gotten no reply.
- Theodore C.
A

Rating
I never thought I would find myself in the situation of needing a real estate lawyer. I, like many consumers today, went immediately to the web and tried to find a good real estate lawyer. I can only thank Heaven that I found
Boise Financial Planners Provider Name Locked
Cherbonnier. Retiring after 43 years, part of which I spent as a contract manager, I thought myself a good negotiator. After a parent passed, I found myself heir to a property that had a reverse mortgage. I immediately let the mortgage company know of my parent's passing and was told that I would have a year to settle the debt on the property. My communication with the mortgage company was mostly verbal and although they seemed quite willing to verbalize requirements I had great difficulty getting anything in writing from the firm. Nine months into the process, I unexpectedly found myself being foreclosed on! The reverse mortgage company then started adding many thousands of dollars in unsubstantiated charges to my payoff. From my initial call, Mr Cherbonnier was respectful, attentive, and knowledgeable of appropriate actions that could be taken. He returned all my calls in a timely manner and made me feel justified in my fight to save my family's money. He actually was quite passionate about my rights and urged me to continue my fight. The fees he charged were quite reasonable, especially considering what he actually saved my family. Please do not accept being bullied by a reverse mortgage company, get yourself a good lawyer. I whole heartedly recommend Bill Cherbonnier to you. He is I listed in Gretna, but my property was in Metairie and I was calling from out of state!
- Joan S.
D

Rating
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

Rating
Boise Financial Planners Provider Name Locked
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.
Boise Financial Planners Provider Name Locked
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
Boise Financial Planners Provider Name Locked
to others.
- Ellen C.
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.

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

1208 S Vista Ave
Boise

EDWARD JONES

1512 BROADWAY 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

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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