3 Best Financial Services in Boise, ID

If you are looking for an experienced, trustworthy, and reliable financial advisor, I can highly recommend Dominick. He’s helped us improve our wealth compounding efforts, brought us peace-of-mind about retirement, has been proactive during market turbulence and helped us navigate big life decisions. Dominick and Twin Rivers Wealth Management has provided us all of that and more with invaluable financial planning and tax return preparation assistance for me and my family for five years. He has played a pivotal role in increasing our liquid assets 5-fold over this period of time. I had known Dominick for years before starting to work with him. He’s become a good friend of mine and is a brilliant, customer-focused advisor. He’s always willing to make time to help us when urgent needs arise and he stays on top of our investments and general financial planning needs throughout the year. Highly recommended.

Dominick is incredible to work with. Professional, driven, and super personable, I cannot recommend his services enough. He's helped me save for emergencies and long term goals, invest in a socially conscious manner, handle advance care planning, manage student loans, create a charitable gifting policy, take advantage of my benefits package, and make future career plans. When a previous employer caused a tax error that would have cost me thousands of dollars, Dom went way above and beyond to get it fixed. He respects the values and goals of his clients and wants to see them succeed. Highly recommend working with him.

I have been going here for the past five years for financial advice. Dom has always been a professional, honest, but most importantly, sincere advisor who puts the interests of his clients first. I cannot be more satisfied and will be returning here for a long time.

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.