3 Best Financial Services in Boise, ID

“Legacy Wealth Management, LLC. is led by Managing Partner Justin Martin. He completed his Master of Business Administration (MBA) at Texas A&M University and completed his undergraduate studies at Brigham Young University. He is FINRA Series 65 licensed, has been working as a Wealth Advisor since 2006, and is currently a board member with the International Association of Registered Financial Consultants. Legacy Wealth Management considers 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. Legacy Wealth Management, LLC always acts in their clients' best interests. They focus on growing portfolios while managing risk and offering tailored solutions for your family's financial needs.”

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“Modern Wealth Management, LLC's goal is to reimagine the delivery of financial advice. They want to ensure that you thoroughly understand your financial well-being by providing a full suite of wealth management services. David Petso is the senior financial adviser of Modern Wealth Management, LLC. They strive to provide their clients with the confidence that they’re doing the right things with their money, freedom from financial stress, and time to spend doing the things they love. Modern Wealth Management, LLC welcomes the opportunity to keep getting to know more about each other. They will ask you some questions to better understand how they can help. Schedule a time for you to meet with the advisory team.”

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“Echelon Group has been founded by Donald Reiman, who is an expert in financial services and employee benefit plans. He built his business through over 40 years of high-quality service and dedication in the financial industry. Echelon Group has over 50 years of experience managing hundreds of millions of dollars for thousands of clients. They will help optimize how you save for retirement, minimize tax burden during drawdown, and maximize your legacy. They help you protect your savings and your legacy by considering a variety of insurance solutions. They provide different solutions for educational savings. They provide free consultations.”

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