Financial Advising in Boise, ID

20 locations found near Boise

“Nearing the end of our 20 year-term life insurance policy with American Family Insurance, my husband and I consulted with Evan Hampton from Anthony insurance group agency for comparable policies with reputable companies. Not only did we receive outstanding service from Evan, he provided us excellent coverage, with rates that far exceeded any quotes we received from other agencies. Much to our surprise, our new life insurance policies have longer terms, at much cheaper rates with well known, distinguished companies that have been around a lot longer than American family insurance! Evan was patient and knowledgeable with us from the start, and made the process easy. My husband and I are extremely happy with our new life insurance policies and have a renewed peace of mind of the prospects of retirement. We highly recommend Evan from Anthony insurance group!”

5 Superb62 Reviews

“We received excellent and expedient service on our printer, for the first issue that came up, from this company. I highly recommend them for personalized and reliable service!”

4.7 Superb72 Reviews

“I wanted to take a moment to write a review about Financial Planner Jared Empey. I have known Jared for several years from his work at the Idaho Medical Association Financial Services (IMAFS). Although based in Boise, Jared helps physicians all across Idaho with their financial planning needs--regardless of portfolio size. I consider Jared a valued colleague and he is well liked and respected by his clients. Jared assists clients from residency through retirement by offering fee-only investment management and financial planning services. I admire the fact that he always puts clients first. I find it unique that Jared also reviews tax implications for clients, as well as making sure they have a current estate plan. Jared and IMAFS show their committment to your profession by being strong supporters of the Idaho Medical Association as well as the ACMS and SWIMS medical societies. Take a moment and ask any of your colleagues that work with Jared and IMAFS. You will be glad you did!”

5 Superb14 Reviews

“VERY impressed by Blueback! I sent five firms a request for consulting and support on a Saturday. I received a specific response offering further insights from Blueback within two hours. Of the remaining four firms, only one other got back to me and even their response was very generic. After a brief email exchange over the weekend, I ended up having a conversation with the cofounder on Wednesday of the following week. I received very informative and thorough responses on all of my questions, even the ones that were outside of the original scope of the conversation. During the conversation, John Larson was professional, friendly, respectful, and had the heart of a teacher. I received everything I needed and more. I strongly recommend this firm if you want someone to treat you like a person and care about the service they offer.”

5 Superb13 Reviews

“I love this place. I have worked with Dean Emery twice now and both times he made everything scary feel so much easier. He is wonderful at his job and the best person I have ever worked with at a bank ever. Such a nice guy and all the other staff are always so welcoming as well.”

4.4 Superb52 Reviews

“I have used Beebe and Company for 3 decades now. As a small business owner, navigating taxes overwhelms me, but Beebe and company makes the entire process smooth and stress-free.They are reasonably priced, fast, and reliable. From start to finish, my experience with them has been nothing short of exceptional.The Beebe's are incredibly knowledgeable and attentive to detail. They took the time to understand my unique business needs and provided personalized solutions that likely maximized my tax savings.Communication was seamless throughout the entire engagement. They were always prompt in responding to my inquiries and ensured I was kept informed every step of the way.Thank you, I'm grateful for your expertise, support, and speed in which you work.”

4.6 Superb19 Reviews

“Stan keeps us informed about our investments and advises us on the best path for our future. He is easy to talk to, listens, and truly cares about our lifestyle. Our daughter is in the Army and Stan has helped her plan for her retirement. He is an asset in our lives and we enjoy stories about Julio(the parrot!)”

4.7 Superb15 Reviews

“Im a new business owner and was referred to Bob...THEY ARE AMAZING!!! they have taken so much stress off of me and they have so much patients with my lack of know how...I will stay with them forever!!!”

4.7 Superb14 Reviews

“Kaelie deserve 10*, she was so patient with our difficult transaction , she is very careful with every little details , make sure she handed to us right change we asked for! this is why they are busy all the time! we love this bank a lot!”

3.4 Good72 Reviews

“Great experience. My debit card was compromised during my recent trip to Reno. Stopped by Monday afternoon after teturning to Boisr. No wait, had a new card in 10 minutes. Always very helpful when I have to enter the lobby!”

3.4 Good53 Reviews

“I have been working with Shannon at Online Accounting for many years. My business is a bit odd as a government contractor, I travel a large amount of the time. As I'm gone a lot, the added pressure of trying to keep up with books was more than I could handle so I reached out to OA. For the past 5 years Shannon has done an absolutely incredible job of taking care of my accounting. She has provided an invaluable service while meeting all the expectations of a truly professional accountant. Her pride in her work and her patience with me has been a really great experience. Thank you to Shannon and to the OA team!”

3.4 Good46 Reviews

“Went to use my debit card this morning and it was declined. Called customer service and they found a suspicious purchase so they blocked it. I didn't get charged and getting a new card same day. ICCU has always been 100% with me.”

3 Average13 Reviews

“Christian helped me with my transaction and got me to my financial service officer for my birthday financial review done by Maria who is just amazing! While I was there I interacted with so many other team members Aws, Zeke, Lo, Adam, Janine, Kenzie and last but not least Kyle! While Christian was helping me I got to speak to one of my favorite people there Chelsie. I was sad that I missed Catlyn but was very happy to see everyone else there.”

3.2 Average87 Reviews

“This week I bought my first car and got my first ever loan. After a very annoying process online with some misinformation from another ICCU employee, I was helped by an incredibly kind and patient employee. Kyler (and Kelly towards the end) spent about 5 hours working with me while I worked out co-signers and documents and fought the lenders for me. But in the end I got my loan and left with a check same day. Although I’m not impressed with the over the phone employee I’m extremely impressed with the service at this ICCU! Thank you Kyler!”

3.1 Average32 Reviews

“​Quincy and Soyla were very courteous and professional. They resolved my situation quickly, and I will be using this branch moving forward. Soyla, in particular, went above and beyond to ensure everything was taken care of.”

3 Average60 Reviews

“Savanah at the ICCU front street branch was amazing. We had serious banking concerns with a mobile banking called AXOS who attempted to steal 89k from us. I very much appreciate the help Savanah gave us. She should be running the place”

2.9 Average89 Reviews

“The staff was incredibly helpful, and I was pleasantly surprised by the services offered, especially considering it's only a small window; ICCU never disappoints. Highly recommended!”

2.5 Average15 Reviews

“Walked in requiring help with a non standard banking request. Cam Davis, the Client Relations Specialist, was responsive, supportive, and handled my request with urgency.”

2.6 Average25 Reviews