Boise, ID Financial Consultant

Just want to thank Kristen for making it so easy to open up some accounts with them. She answered all of my questions and even some I didn't ask. Made it simple and easy. ... more

Highly recommended

Creating generational wealth and a plan for the future were on the top of my list for 2024. Kory has expertly helped us plan for the future. I appreciate his insights and ... more

Highly recommended

Jason has been an outstanding advisor for us. I trust him as he looks out for my family and I. He keeps us up to date in the market and I would highly recommend him.

This was my second time working with Alla. She is personable, a prompt communicator and served me with dignity. She has shown incredible tact and patience as I’ve moved ... more

Shelby was willing to help me with my business questions and needs vs. simply focusing on selling me new services. She was a help, and I appreciate that.

So far things are going well. Ira to trust a little longer than expected, but not Edward Joneses fault.

Great team, great expertise.

Chris is a really good financial advisor. He explains what is being done and how it works and I find myself very comfortable working with him. He has a very nice assistan ... more

Could not be happier with Leslie. She does a fantastic job for me

Ron and his staff are the best! Professional and courteous at a high level. Their follow up is admirable. Thank you all.

Erica and her staff are priceless! They all have time to really listen and enjoy getting to know us as individuals. We have been a client for at least 20 years, first wit ... more

Just started investing a couple of months ago and was looking to get some questions answered on how to start. David answered every question, after hanging up the phone I ... more

I knew Paul personally for a number of years before becoming a client some 10 years ago. Paul is simply a quality human being who cares about his clients personally and ... more

Great CFO. Excellent communication, efficient work. Couldn't ask for more. Definitely recommended.

I knew Paul personally for a number of years before becoming a client some 10 years ago. Paul is simply a quality human being who cares about his clients personally and ... more

Positive: Professionalism, Quality, Responsiveness, Value

Erica and her staff are priceless! They all have time to really listen and enjoy getting to know us as individuals. We have been a client for at least 20 years, first wit ... more

Positive: Professionalism, Quality, Responsiveness, Value

The IMA seems to have lost it's moral compass.  Dr. Ryan Cole is an outstanding doctor, and his patients survive, heal, recover, etc. from covid at a higher rate than ... more

Excellent, thorough presentation. Thank you for providing this content!

Joe Juneman always there when you call or text! Absolutely amazing and made the whole experience non painful. Joe, you truly are the best! Joe is truly a diamond in the ... more

Chris came to our home to make an assessment and an offer. He was very polite and interested in what we wanted to accomplish. He toured our property and home and presente ... more

Bill Zimmerman with Summit Mortgage is a Cut Above the Rest when it comes to mortgage companies. Bill Zimmerman has followed up and followed through with me over the year ... more

Stacie Anthony provided a phone consultation and provided me with the options and direction I needed for short term health insurance. She is very knowledgeable and more ... more

I have loved working with Executive Allies! Especially Sharon and Debbie, who are very knowledgeable and patient. They helped our company through a challenging accounting ... more

I really detest doing my taxes! But I have used David Munson and Associates LLC for our taxes for over 15+ years. He is professional, accurate, and I have recommended h ... more

Alexa was fantastic helping us make one of the biggest purchases of our lives. She is super knowledgeable and provided us with the needed information to make the purchas ... more

I recently had the pleasure of working with David Sanders, a Loan Officer at Primary Residential Mortgage, and I must say that my experience was nothing short of outstand ... more

Clearly there’s considerable lack of training and familiarity with the bank’s products when it takes 2 employees 45 minutes to open an account. I was upfront with the ... more

Professional, creative and efficient. Every tax season I can rely on Steven and his staff to take care of all my finances and never have to worry about anything!