3 Best Financial Services in Boise, ID

I first learned of Dave Petso and his organization on the radio here in Boise. His opinions seemed grounded in logic. At the time, seven years ago, I had an out of state financial advisor managing my financial portfolio (I am/was a physician by trade). Circumstances 3 years ago made it necessary to find a new adviser. I remembered the term "fiduciary responsibility" and thought of Petso! Meeting one on one with Dave and his staff was amazing. Like a laser, he identified problems with my situation and offered sensible solutions. Three years later, I am looking at impressive growth in the bottom line! I can call the office and speak to someone almost immediately or within an hour. All questions and concerns answered. Truly amazing organization.

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...

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.

I shopped for financial advisors, with initially frustrating results. Multiple big banks would tell me they would manage my portfolio and meet with me regularly, and then a year would go by with no contact (except for collecting their fees.) Then I found Echelon Group: they have kept their pledge of individual attention to our financial goals, and regular meetings to review financial planning, market trends, and updated priorities. We meet every quarter, and they initiate the nudge to schedule. They have my complete trust and confidence, and have given this married couple sound advice and guidance, including through multiple crisis periods in national economic/stock market downturns. Our portfolio has grown nicely over the last 15 years, sticking to the principles of disciplined, long-term investment strategies and diversification. As a result, we are entering the retirement phase of life financially secure, well funded, more than comfortable, and able to leave a legacy for our children, grandchildren, and favorite charities and causes. Don Reiman and his Echelon Group have provided the expertise, individual attention, and integrity we sought in a Financial Planner. They have been available and accessible for us for any financial questions consistently; the regular quarterly meetings have been highly enlightening and educational to me and my wife. We have achieved our long-term financial goals for retirement, and I give the lion's share of credit to Don and the Echelon Group team. They have been great to work with, and I can give them my highest recommendation.

ne of the best financial moves we have taken was moving our financial portfolio including 401K accounts to Echelon Group. Prior to retirement, we met with Echelon Group to review our existing portfolio and financial goals. With a clear understanding of our goals, Echelon Group went to work and developed a financial plan. Utilizing their financial planning expertise and strategies while keeping our goals as top priority allowed us to meet our retirement goal. They have continued manage our portfolio in our retirement years. We feel confident even during the ups and downs in the market that Echelon’s financial planning strategies have been developed to best protect our interests and ensure our long-term financial plan remains sound. Their approach to financial planning has been very user friendly and has provided us with confidence that their financial advice is well vetted. Without hesitation, we are pleased to provide an outstanding review of the Echelon Group as our Financial Advisor.

The team at Echelon Group has been very responsive and caring over the almost ten years that they have been our family financial advisor. Echelon was also the investment advisor for my former company's 401(k) plan. As a plan fiduciary, I was always comfortable that they were working hard for the 401(k) participants and keeping the company compliant.