Financial Planners in Idaho Falls

“Excellent group of people to work with. Honest people doing their best to help others plan and be financially sound.“

“They were extremely friendly and taught a great lesson about how to save money. You should 100% give them the time of day!!“

“I've worked with Dan for years. He is intelligent, talented, and cares about his clients.“

“Very happy with these advisors!!! They are so willing to help with any big financial decisions!! We have been there for a lot of years and have never been disappointed!!!!“

“Great to meet you Jack and learn of your business.? Geat success to you in the new year“

“About a year/year and a half before meeting Duane I started praying about needing help with my finances. Being a single retired woman I didn’t know if that meant being guided to one of my brother-in-laws, or a financial advisor that wouldn’t just set me up for his or her own gain. I had never mentioned this to my close friend Gail, so when she out of the blue started talking about Duane, actually raving about him (after I had gotten off the phone with her) I began to wonder if he could be the answer I was seeking. Having worked with him now he absolutely has become exactly what I needed. Thank you never seems to be enough… however THANK YOU DUANE & YOUR TEAM!Annette“

“Eric and his staff have always been amazing to work with. We have been using him for around 10 years now and have always had the best service. Thank you!!!“

“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, friendliness and effort he's put into helping me! It seems so complicated, but Dave walks me through it and helps me understand my options and finds me the best affordable plan that fits my needs.“