Financial Consultants in Boise

“I am delighted to express my heartfelt gratitude to Katie Hall for her exceptional customer service in the realm of accounting services.Recently, I faced challenges navigating various departments within the organization while seeking specific accounting assistance. Despite my efforts, I encountered roadblocks and found myself contacting multiple areas without success.Katie's proactive approach and remarkable observation skills were truly commendable. She sensed my frustration and promptly reached out to address my concerns. Her suggestion of establishing a single point of contact for my inquiries resonated with me and proved to be an invaluable solution.I cannot thank Katie enough for her timely intervention and innovative approach. Her dedication to ensuring customer satisfaction has not gone unnoticed, and I firmly believe that her initiative reflects positively on the entire team.I want to emphasize that Katie's swift action not only resolved my immediate issues but also prevented me from seeking services elsewhere. Her efforts have undoubtedly retained a satisfied customer.I extend my sincere appreciation to Katie for her outstanding service and commend her for upholding the culture of excellence within the organization.Thank you, Katie, for your outstanding service!Keith Simpson“

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“These invesment advisors are world class. They learned from the best teacher. Dean Buffington was a legend in idaho.We will miss him and honor his memory. I have trusted Tyler with our investments and he has exceeded our expectations. Great people in a great firm. RIP Dean“