Here’s The Deal: Legacy Wealth Management, LLC, is an independent financial advisor in Boise, Idaho. Pete Covino is the firm's founding partner. The team at Legacy Wealth Management is known for helping people experience the freedom to live their legacy. They are committed to assisting people in building wealth, protecting wealth, and creating a generational impact. They believe you deserve the freedom to live your legacy. They consider 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 their clients' sole benefit and interest. Legacy Wealth Management, LLC helps to increase portfolio growth while mitigating risk. They proactively provide customized solutions for your family.
3 Best Financial Services in Boise City, ID
Expert recommended Top 3 Financial Services in Boise City, Idaho. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 LEGACY WEALTH MANAGEMENT, LLC. REVIEWS
The Legacy team has definitely helped me with complex financial strategies that have worked out really well. They also set up my 401k for our 450 employees. One of the best aspects has been using their professional team for legal/estate, tax planning, and investment selection. There are some very bright minds in the Legacy group.
I just attended a conference sponsored by Legacy Wealth and have been able to become familiar with their products and all I can say is “WOW”! I was most impressed by the owners and their obvious love of family and relationships first. This matters to me and I’m grateful to find another company where they feel the same.
Legacy Wealth is one of the best financial firms I've had the pleasure of working with. They take care of their clients, and they're understanding and knowledge in alternative investments is unmatched. As a CPA, I have thoroughly enjoyed working with them.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Tree City Advisors, LLC is one of the leading Financial consultants in Boise, Idaho. Brian Wiley is the firm's principal and advisor. He started Tree City Advisors on the understanding that everyone has different goals. The team are fiduciary financial advisors serving Idaho's Treasure Valley. They offer asset management, employee-sponsored account management, and flat fee services. Their clients deserve tailored planning, curated coaching and education, and carefully personalized advice. They help you to achieve your financial needs. They take pride in building and nurturing personal relationships with clients and families. In addition, they are committed to building and maintaining the confidentiality of their clients and colleagues.
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Fri: 9am - 2pm
Sat & Sun: Closed
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TOP 3 TREE CITY ADVISORS, LLC REVIEWS
Brian and his team have a unique model - although technically separate entities, they have the ability to harmoniously synchronize all aspects of the financial profile from investing to tax accounting to estate planning, which all rolls up into a seamless wealth management approach. They are not salesman, but rather I consider them educators of finance and how they impact your life. We have appreciated their services.
The Alexandra has been great to work with. She has helped with my retirement and getting my Grandchildren's education accounts set up.
I had a discovery meeting with Alex, and she was amazing! I can't say enough good things about her and Tree City Advisors. They are helpful and genuine, and I would definitely recommend them.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Petso Financial Consultants, LLC, is a top-notch financial consultant in Boise, Idaho. David Petso is the firm's owner, founder, and Senior Investment Advisor. With over 40 years of experience as a financial advisor, he has established himself as a trusted expert in the industry, managing a remarkable portfolio of over $1 billion in assets. His expertize lies in income planning for retirees and foundations, helping clients navigate their financial journey confidently and securely. The Petso Financial Consultants, LLC team is a trusted and independent investment advisory firm committed to delivering comprehensive financial planning services. Their team consists of highly qualified and dedicated Certified Financial Planners who strive to provide excellent guidance and support for clients' long-term financial goals. They offer to use their expertize to guide, advise, and educate clients on achieving their financial objectives. They use the latest technology to inform their clients about their investments. They are committed to using their experience to guide, advise, and educate clients on achieving their financial objectives.
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Fri: 8am - 2pm
Sat & Sun: Closed
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TOP 3 PETSO FINANCIAL CONSULTANTS, LLC REVIEWS
I have been with Petso Financial for over 20 years...as my wife and I approach retirement in a couple months we are thrilled with what he has done for us. Never dreamed we would be in the position we are and we owe a lot of it to Dave and his team.
I’ve worked with Petso Financial Consultants for the past 13 years and they are dedicated to always doing what is right and in their clients best interest!!! You can move forward with complete confidence working with them...HIGHLY RECOMMEND.
Petso Financial has been in the Boise area for as long as I can remember. I recently had the opportunity to utilize the company's services. The process was as smooth as it possibly could be. The staff was helpful and knowledgeable.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.