Financial Planners in Boise

“In addition to their commitment to maintaining a fiduciary-responsible approach, I'm impressed by Richard, Trevor and their team's attention to detail, responsiveness and professionalism. I sleep well knowing my account is in collectively qualified hands.“

“I've been coming to this branch located inside Albertson's for years. It is my favorite branch even though the Centre Point location is closer. While most bank employees come and go, Mariah has been here to serve me and other customers for years. I have to believe she holds a record as a legacy employee. You'll know when you see her, she has a big, bright, and welcoming smile and has a passion for helping clients. I've had Mariah help over the years and most recently, she's helped me acquire foreign currency for an upcoming trip in April. Each time, she's been very patient with me as I navigate converting foreign currency and placing the order. I have previously driven downtown to the US Bank branch there but no longer, any of the US Bank branches can order foreign currency. It usually takes about a week. I know that there are some travelers who prefer to get their foreign currency at the airport or in the country they are visiting. Having traveled each year multiple times for the past 35 years, It has always been my preference to get it before I go. I know that the exchange rate is not the same but there's no shipping fee if you order more than $300.00 It makes it even better when you have Mariah at the branch to take care of me. Merci Beaucoup Mariah! Vous etes splendide!“

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“Ben is knowledgeable, concise, and extremely helpful, making the myriad financial and retirement mysteries easy to understand. He has a wonderful sense of each individual's needs and hones into that without trying to convince one to do something else. I feel so lucky to have Ben as my financial advisor!“

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