Idaho Financial Planner

I did what most people do go online and look at reviews. Boy was that a shock. I will agree that Kyle was nice, but thats about it! Im not sure how many of those reviews ... more

Thank you so much Cornerstone Financial for your help getting me better insurance. I've worked with Dave two or three times now, and I've appreciated the good service, fr ... more

Cody takes the time to get to know you as a person so be can recommend the best strategies for you individually. Then it's up to you to make the decision. No pressure at ... more

Very helpful and responsive to our questions. The best part is the advice to set up next years return for success!

Donna and I have been working with Ben and Jeremy for nearly 10 years. I found that they have done an excellent job helping us understand our risk level and investment pr ... more

If you’re looking for a financial advisor to help you manage your investments, contact Elizabeth. It is clear when you talk to her that she truly cares for her clients ... more

I had a meeting with Carolyn Perez yesterday. She helped me out a lot. Also gave great advice on my retirement and life policies..I will definitely be going back..thank y ... 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.

Gary explained everything in fine detail and was very clear about the whole process of are health insurance. Thank You Gary!!!

Awesome guy to talk to! Great information

Sergio is amazing at what he does! Although I feel I'm knowledgeable in this area, he was able to help me learn more along with my spouse. He truly cares about his client ... more

Thrilled to work with this amazing team!

I have used BryCoin Mining multiple times and can't recommend them enough!!!!! They helped me fix all the bugs on my laptop (which now works perfectly) and I have had a c ... more

Positive: Professionalism

passionate, caring and driven to help customers succeed. Highly recommended.

We have been with Paul Orlando for several years and have found him to be smart, intuitive, understanding, and efficient. We have a high degree of trust in Paul and hig ... more

Simply the best!

Very knowledgable and easy to communicate with. Always very helpful when we have any questions and keeps in contact with us. Feel very comfortable and trust Andrew impli ... more

Amy McMurdie's customer service goes above and beyond. She genuinely cares about her clients; is very responsive, and always professional. It provides a lot of peace of ... more

Although I have not experienced Thrivent Financial personally, I know Jessica professionally and know her passion for helping people is real and exceptional. I would defi ... more

He works hard to make sure we are adequately covered and adjusting our investments as the market shifts and our goals change.

I have been looking for the last couple of years to understand medicaid knowing my mother would need it in the future. John was the first person to explain it in laymen ... more

Nate is awesome! Thanks for your help, super quick, painless process!

We offer fast & friendly service at a reasonable price❤ Come see us for all your loan needs!!

Very rude and dismissive awful manager and wd not listen to what i was saying

Awesome guy to talk to! Great information

I came into adam when I was 21 he sold me some funds and that was the last I heard from him. Now a decade later I have still not heard from him I’m unable to get my fun ... more

Lance has done a great job helping me plan for my future! Ten years as a single mother and now readjusting it with my new business and marriage.

Great local service!

I started out as a referral to Jeff who had lots of years experience. I was quickly transferred to someone that had less than a years experience. He was a Super nice guy ... more

We could not get statements or make changes while they had our funds. When we asked to withdraw our money, they took 2 months to send us a check. On top of that, the with ... more

So fun!! Great date night

Stephanie has managed ALL of my financial retirement planning and investments. She and the company she works for are by far the best Ive ever come in contact with. 10 ou ... more

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