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Recent Finance Advising Reviews in Boise

  • A
    Before I met Anne-Marie, I had interviewed three other consultants and came away feeling as though there was no meeting of minds, in terms of what I wanted and what they wanted to do for me. Anne-Marie was very helpful and professional in her approach to a new client. She went out of her way to help me feel comfortable with the whole process, which I was dreading and had been putting off. One of my neighbors referred me and upon meeting her, I knew she was the person I had been looking for.
    - GALE N.
  • A
    I needed someone to help me roll over my IRA from a previous employer. I also wanted to start a Roth IRA. I felt like my agent took all the time I required to get the information I needed to make an informed intelligent investment.
    - Stuart B.
  • A
    Stoker Cantrill Financial
    Working with Nicole has been fantastic! She has been building my portfolio for over 3 years. She keeps me abreast of how my funds are doing and if I have better options. I'm impressed with her knowledge of the investment industry and would highly recommend her to anyone at any level of investing.
    - Janet L.
  • A
    LeBeau and Associates CPA
    The overall meeting which lasted an hour at no cost to me went great and I will be using them next year for all my tax and accounting needs. I have also set up my daughter and her family to interview and to work with them for their tax needs next year. I recommend them highly as they are professional and very knowledge in state, federal and out of state matters that I needed. I will be happy to write another review after they do my taxes next year!
    - suzanne w.
  • F
    Loan Depot
    I figured I'd at least discuss some options with this company. I found myself speaking to a variety of people, reexplainging things and repeating answers to the same questions. I was told that in order to have my home refinanced, I needed to have it appraised. I told them I didn't want an appraisal but they showed up anyway. As we went through the home, the appraiser completely missed the bathroom, storage room and kitchen nook (which he had no idea what kitchen nook was anyway). They then left and told me that I would hear back from them on Monday, depending upon how the appraisal went. So now, I'm just paying a waiting game of little faith. Given my experience thus far, I would recommend that if you hear from them, RUN LIKE H***!
    - Deborah T.
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Financial Advisors in Boise

Companies below are listed in alphabetical order.

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