LEGACY WEALTH MANAGEMENT, LLC
13965 West Chinden Boulevard, Suite 100, Boise City, ID 83713 Directions
Here’s The Deal:
"Legacy Wealth Management, LLC is located in Boise, Idaho. The firm specializes in wealth planning. They evaluate 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. LWM helps to increase portfolio growth while mitigating risk. They proactively provide customized solutions for your family."
Risk, Portfolio and Financial Management, Charitable Giving, Stocks, Innovative Investment Strategies, Estate, Wealth Transfer and Legacy, Tax and Legacy Family Planning, Real Estate Investment Trust, Asset Allocation, Due Diligence & Insurance
TBR® Inspection Report:
PETSO FINANCIAL CONSULTANTS, LLC
1405 West Main Street, Boise City, ID 83702 Directions
Here’s The Deal:
"'Petso Financial Consultants, LLC' is an independent and comprehensive financial firm. Their team of four certified Financial Planner professionals has over fifty years of combined investment and financial planning experience. They offer to use their expertise to guide, advise, and educate you on how to achieve your financial objectives. Their mission is to provide excellent, long-term financial planning services to help their clients become educated, confident, and at peace with their money. They use the latest technology to provide you with current information on your investments. The firm performs professional services in a manner that is fair and reasonable to clients."
Income, Retirement and Financial Planning, Health Savings Accounts, Tax Management, Estate Conservation, Health, Life, Disability and Insurance, Long-Term Care College Funding, Charitable Giving, Employee & Executive Benefits