I'm so excited to start working with Treasure Valley Financial. My favorite financial planner moved to Idaho from California and I'm following him over. Their philosophy for and focus on retirees is in line with my goals.
September 2025
Met with Kendell Frye. He was very professional and knowledgeable. He was well prepared for our meeting and offered good advice. I appreciated his time, it was very helpful.
September 2025
The respect and professionalism of this group is exceptional. We are grateful for the education and direction that has been provided to us. Thank you Dave and team for your genuine interest to help us with our retirement.
We help you retire with confidence. As trusted advisors in our the Boise Idaho and Meridian Idaho community, we help you avoid pitfalls and capture opportunities so you can stress less and enjoy your retirement years. We are fiduciaries and put your interests first. We provide a comprehensive model that includes: Wealth Management, Retirement Planning, Financial Estate Planning, Tax & Financial Planning, and Risk Management. This will give you peace of mind knowing that you have a dedicated team that has the knowledge and experience you need to help you retire confidently in the Treasure Valley. We love what we do and it shows.
