Financial Planners in Idaho Falls

“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 always provides me with great service and answers all of my questions in choosing the best insurance policy for my family. I highly recommend him!“

“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.“

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

“Recently my husband and I made a decision to change to a different group of financial advisors. Due to upcoming retirement, we were in need of timely counsel, attention to detail, and a sense that we were *BOTH* valued customers. I posted on Facebook asking for recommendations and several friends--whom we trust a lot--recommended Onyx. We met with Lyndsay & Jonathan and have been super impressed.As an aside, it's always been a frustration and pet peeve when my husband and I meet with various professionals and they speak more to him than me. Come on dudes ... you want my business? Then earn it. My husband and I have equal say in financial decisions, and speaking more to him than me is not a winning strategy. Join us in the 21st century. Women expect to be respected. THANKS!Luckily, at Onyx there was none of this sort of silly sexism.“

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