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September 2025 by Keith Mcindoo
Dave and the team is great to work with.
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September 2025 by Debbie Mastroianni
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.
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September 2025 by Joe Austin
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.
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September 2025 by Denise Sullivan
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.
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August 2025 by DeAnn Campbell
After much research we found Treasure Valley Financial. Although we are in the early stages, we are feeling very positive regarding the relationships we are developing with Treasure Valley and Dave Morrison in particular. Looking forward to meeting with the estate planning and tax mitigation groups before the year ends.
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August 2025 by Carlos Rosa
Working with Kendall has been an absolute joy for us . He is so knowledgeable and patient to really make the whole experience stress free. We enjoy the relationship we built with Kendall and are look forward to many years ahead working together.
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August 2025 by dora morley
Dillan has been great to answer all questions about our investments and about their services. He has been very good about involving us with all aspects of how we want to handle our estate. Very personable and efficient.
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August 2025 by Dr.Drey Campbell
These guys are the best in the biz! And they were wonderful clients! You can trust them to get to know you, hear you, and help you plan for your future. Truly, A class guys!
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August 2025 by Tom McAuliffe
A very professional team and very detailed. They made everything perfectly clear and have saved us a lot of money.
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July 2025 by Susan Bowes
We are so happy we chose to plan our financial future with TVFP. Dave and Matt have guided us through every step. We feel very confident that we made the right choice.
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July 2025 by Deanne Giles
Awesome Experience, as always.
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June 2025 by Linda D Gordon
TVFP is always there when I need them. Recently I received a non-renewal notice for my Homeowners Policy. This is especially concerning since my home is just west of Stanley and the threat of wildfires is a constant possibility. After gathering the names of a few trusted insurance companies from local friends and neighbors, I worked with those companies to obtain competitive quotes. Yesterday I sat down with my advisor, Dave Morrison, to talk over the options and ensure that important data wasn't overlooked. We had a great discussion and reached a decision that now provides me sufficient coverage for a reasonable price. Dave and his team at TVFP are a village. Their clients are the reason they exist. As one of these clients it gives me tremendous peace of mind to know that they are always there for me and will have my back for any financial decision where I need their help. For this I am forever grateful. Thanks Dave, you never disappoint!
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June 2025 by Phil Kelly
TVFP is a great team who have taken the time to get to know us and our goals/values. No pressure to sign with them. They wanted us to be fully comfortable before we signed up. I highly recommend them.
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June 2025 by Melissa Thom
I've so enjoyed our experience with Dave and Matt at TVFP. They've made it easy for my husband and me to make adjustments to our finances, and I'm more confident than ever that we'll be in good shape for retirement. All the financial world language and concepts can feel so inaccessible, but Dave and Matt break it down in ways I can understand and implement. They're willing to answer any question and make helpful recommendations, and they don't try to sell me on anything I don't need or understand. A friendly, supportive team for sure! Highly recommend.
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May 2025 by Alex Abols
Expert advice from a longtime friend that I can trust to help manage my money and help plan for my future. Thanks Dave!
