Petso Financial Consultants, LLC. is an independent and comprehensive financial firm. David Petso is the founder and owner of Petso Financial Consultants. LLC. Their certified financial planner team focuses on providing excellent, long-term financial planning services. They offer and provide professional services with integrity. The firm performs professional services fairly and reasonably to clients. They use the latest technology to provide their clients with current information on their investments. In addition, they are committed to using their experience to guide, advise, and educate you on your way to achieving your financial objectives. Their goal is to help their clients become educated, confident, and at peace with their money.
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.
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...
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.
The team at Petso was very nice and friendly. They looked over all my records and provided a detailed analysing for me without asking for anything in return. Very professional and trustworthy organization.
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.
Legacy Wealth Management is one of the best financial services located in Boise, Idaho. Their expert teams provide the best solutions to your financial needs and goals. They evaluate your financial affairs through regulatory, legal, financial, tax, and family lenses. The firm believes that the ultimate measure of its success is reflected in the legacy relationships forged with its clients. They act at all times for their clients' sole benefit and interest. LWM helps to increase portfolio growth while mitigating risk. They develop customized, personalized asset allocation strategies and investment portfolios compatible with your investment preferences and implement an investment policy statement that enables you to remain committed to financial stewardship and capitalize on opportunities that emerge in any market situation.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
LEGACY WEALTH MANAGEMENT, LLC. REVIEWS
We’ve been with Legacy a year now. Its been a refreshing change from our previous stoic investment company. We think Legacy staff are working very hard to make monetary gains in a variety of markets and as a result our portfolio seems to be growing nicely. We like the diversity and growth outside the stock market that Legacy offers.
My interactions with both Acen and Brian have been incredibly helpful and insightful. Having all of my resources with one firm is so much easier to manage then being with multiple sources. I also love that because all my services are together I know that my entire portfolio is working cohesively and to my financial benefit.
The team at Legacy Wealth Management put a lot of care and attention into their clients. The amount of due diligence they perform on investment opportunities prior to approving them on their platform is second to none. I have always enjoyed working with the advisors and staff as well as their clients directly.
I recommend Legacy Wealth for both small and larger investment accounts because of our personal and long term experience with the firm.
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.
Harmon Smith Financial Group guides your families in building financial roadmaps. They are experienced, detail-oriented and knowledgeable advisors who work with small business owners and retirement-conscious clients. Harmon Smith Financial Group is proud to be a part of Northwestern Mutual Private Client Group firm. They strive to consistently provide an elevated private wealth management experience for their clients. Whether you are a retirement-conscious, a small business owner, or an Employee Stock Ownership Plan (ESOP) shareholder, They help you to achieve your financial needs. They take pride in building and nurturing personal relationships with their clients and families. In addition, they are committed to building and maintaining the confidentiality of their clients and colleagues.
Specialty:
Contact:
Working Hours:
Fri: 9am - 3pm
Sat & Sun: Closed
TBR® Inspection Report:
HARMON SMITH FINANCIAL GROUP REVIEWS
I cannot say enough good things about Blake Brunk. He has been our financial advisor for the past 3 years and has been nothing but great. He will treat you like family and really cares about your financial success and freedom. If you want someone who will go the extra mile to provide top notch service for your family, give him a call.
HSFG is an amazing team of professionals who provide consistently caring financial advice and service. Whatever stage in life you are at Harmon Smith Financial Group can deliver personalized plans to navigate YOUR life's financial challenges and help you reach YOUR financial goals. As you navigate your individual financial path just remember that every little detour adds to the completeness of your road map. HSFG can help lay out this map, honor your inspiring detours, show you creative ways to bypass traffic, bring you a safe route now and a smooth ride in retirement.
I have worked with Blake Brunk for a couple years now and can't express in words the immaculate service he provides me and a couple other friends I have referred. He is easy to get ahold of and cares about my financial needs, asking questions to get me in the right product. I would highly recommend Blake and Northwestern Mutual to anyone.
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.