BEST RATED » BOISE CITY ID » FINANCIAL SERVICES

3 Best Financial Services in Boise City, ID

Expert recommended Top 3 Financial Services in Boise City, Idaho. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

LEGACY WEALTH MANAGEMENT, LLC

13965 West Chinden Boulevard, Suite 100, Boise City, ID 83713 Directions

Since 2000

Here’s The Deal:
Legacy Wealth Management, LLC is one of the best financial services located in Boise, Idaho. The firm specializes in wealth planning. They evaluate your financial affairs through regulatory, legal, financial, tax, and family lenses. The firm believes that the ultimate measure of their success is reflected in the legacy relationships forged with their clients. They act at all times for the sole benefit and interest of their clients. LWM helps to increase portfolio growth while mitigating risk. They proactively provide customized solutions for your family.

SPECIALTY:
Risk, Portfolio and Financial Management, Charitable Giving, Stocks, Innovative Investment Strategies, Estate, Wealth Transfer and Legacy, Tax and Legacy Family Planning, Real Estate Investment Trust, Asset Allocation, Due Diligence & Insurance

[email protected]

legacywealthmg.com

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Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

PETSO FINANCIAL CONSULTANTS, LLC

1405 West Main Street, Boise City, ID 83702 Directions

Since 1980

Here’s The Deal:
'Petso Financial Consultants, LLC' is an independent and comprehensive financial firm. Their team of four certified Financial Planner professionals has over fifty years of combined investment and financial planning experience. They offer to use their expertise to guide, advise, and educate you on acheiving your financial objectives. Their mission is to provide excellent, long-term financial planning services to help their clients become educated, confident, and at peace with their money. The firm performs professional services in a manner that is fair and reasonable to clients. They use the latest technology to provide you with current information on your investments. They offer and provide professional services with integrity.

SPECIALTY:
Income, Retirement and Financial Planning, Health Savings Accounts, Tax Management, Estate Conservation, Health, Life, Disability and Insurance, Long-Term Care College Funding, Charitable Giving, Employee & Executive Benefits

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petsofinancial.com

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Mon-Thu: 8am - 4pm
Fri: 8am - 2pm
Sat & Sun: Closed

TBR® Inspection Report:

HARMON SMITH FINANCIAL GROUP

1111 West Jefferson Street, #540, Boise City, ID 83702 Directions

Since 2013

Here’s The Deal:
Harmon Smith Financial Group guides families in building financial roadmaps to help create peace of mind and fulfill their desired legacy. They develop customized plans that help provide financial confidence throughout their client's life journeys while instilling security for generations to come. They are committed to building and maintaining the confidentiality of their clients as well as their colleagues. Their client-centric perspective ensures that they remain attuned to their client's specific needs.

SPECIALTY:
Investment Management, Financial Planning, Estate Planning, Trust Planning, Wealth Management, Insurance Planning, Retirement Planning, 401K Planning, Long-Term Care Planning, Risk Management Solutions, Executive business Planning, Employee Benefits Planning, Education Funding, Disability Income Planning & Business Planning

[email protected]

harmonsmith.nm.com

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Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: