LEGACY WEALTH MANAGEMENT, LLC
13965 West Chinden Boulevard, Suite 100, Boise City, ID 83713 Directions
Legacy Wealth Management, LLC is 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. LWM helps to increase portfolio growth while mitigating risk. They proactively provide customized solutions for your family.
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
TBR® Inspection Report
PETSO FINANCIAL CONSULTANTS, LLC
1405 West Main Street, Boise City, ID 83702 Directions
'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 how to achieve 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. They use the latest technology to provide you with current information on your investments. The firm performs professional services in a manner that is fair and reasonable to clients.
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
TBR® Inspection Report
JASON P OWENS
2394 East Gowen Road, Boise City, ID 83716 Directions
Jason Owens serves as a financial advisor with Edward Jones in Boise, ID. He graduated from Boise State University college of business and economics and joined the firm in 2013. He holds the Series 7 and 63 securities licenses in addition to life and disability insurance licenses. Jason also holds the AAMS® professional designation. His team includes branch office administrator, Sharli Turner, who is your resource for staying connected and on track. Their team uses an established 5-step process to make each client feel understood, informed, and in control. Working closely with your CPA, attorney, and other professionals, they can help determine the most appropriate steps to work together.
EDWARD JONES - Entrepreneurs and Business Owners, Business Retirement Plans, Retirement Income and Intergenerational Planning, Portfolio Reviews, Roth and Traditional IRAs, Individual Retirement Accounts, Exchange Traded Funds, Mutual Funds, Estate & Legacy Strategies