I'm beyond satisfied with the expert guidance I've received from Meghan Schlegel, Fidelity…read moreFinancial Consultant in the Boise office, for the last 3+ years. I highly recommend her! I meet with Meghan annually for review of my long-standing Fidelity account and she always ultra prepared and asks all the right questions to catch up on any new changes. Meghan is smart, caring, personable--and an absolute authority in her field. I'm so lucky to have her helping guide critical decisions for my future.

Very professional, helpful and so friendly. I'm so happy I came here. Thank you Chelsea.read more

Agent Chelsea Stutzman saved the day for our relationship with State Farm which we were thinking of…read moreputting in our rearview after umpteen decades as customers until she came into view. Excellence modeled by Chelsea and shared among all of the great team who work in this office results in us being beyond delighted with the top notch service in the roughly four years we have been Chelsea's clients. But right before we became her clients we were thinking of leaving State Farm, after decades of choosing them as insurer, because of woeful experiences with another local agent. If you are looking for really good insurance coverage options and an outstanding agent and office to work with, you've found here the fit here with. If it helps you to know how we came to this agency, our story follows. State Farrm had been my insurance company since I started driving at age 16, gazillions of decades ago, and adding in then renters insurance in my "single ladies" days. Turns out State Farm was also my then boyfriend-to-be-hubby's too so when we got hitched and moved from NYC area to became Bay Area homeowners (back in the era of 17.75% mortgage rates, just sayin'...the economy has been worse) we continued with State Farm for auto, homeowner's, umbrella...yada, yada, yada policies. In that coverage across too may cars to count and thirteen different home addresses in four states we always had excellent relationships with the State Farm agents and on the rare occasions (thankfully) that we needed State Farm's help, as in when we hit a deer going 55 on a Central Oregon hiway in our then just 6 month old SUV, the assistance was super. Ditto if we needed just a coverage question answered, the agents were easy to reach and quick to respond. Until we moved to Eagle, Idaho and then the wheels fell off with the agent here. We couldn't reach him, the person answering his phone worked as gatekeeper to seemingly want to tackle customers before he had to bother with them, and responses could take days because, would say the gatekeeper, "...he is a busy man". After a handful of those kinds of "aww...sh...shucks" moments we started looking around for another agent and we were even willing to leave State Farm. Then in the mode of "timing is everything" my husband noticed a State Farm ad for a new agent in our town, Chelsea Stutzman. We met with her and we were both impressed with her background, her knowledge and her follow up after the meeting to answer the only question she couldn't answer of the many, many we asked during the meeting. For the single (thankfully) event we needed help with when the windshield of our then 10 year old SUV was damaged on a trip to Central Oregon to need complete replacement (there is a common thread in our car woes, no?), Chelsea recommended a great provider who came to our home to do the work and which our policy covered but for a minimal deductible. And she has been easily reachable when we've had coverage questions on policies or when we needed new coverage, as in buying a new car. It does not get better than this. LOCATION: In a little strip mall near downtown Eagle, ample parking in the lot. ACCESSIBILITY: ADA parking spot near the door, all on one level inside. SWEET NEIGHBORS: The Eagle spin off of the downtown Boise located The Chocolate Bar is a couple of doors up. :-)

Erin dug our non-profit business out of a mess immediately after contacting Huntress for help. We…read morelost seven years of our financial records, and she was able to sort it out efficiently and effectively. She was an answered prayer! Worth every penny.

Kathy and all of her office staff are extremely responsive. We are from out of state and have…read moreinsurance needs in Idaho and, without even formally meeting them, they were so welcoming on the phone and going above and beyond to help us with our needs. I 100% would recommend. So happy we chose Kathy's office!

As a former employee of a past State Farm agency in another state, having to change agencies when I…read moremoved wasn't a decision I made lightly. Working with Hayley in this office has made that transition easy. She has been a great help the entire way, and is always quick to reply. I'm a little more difficult in some ways than other customers because I do know the system- but they have been wonderful! Highly recommended for new State Farm customers and folks moving over from other states.

I moved to Idaho from California and my agent recommended me to Kimberly. I worked with her…read moreassociate Janel. Janel was helpful, professional and very pleasant to work with. She answer all my questions and was able to get me a quote better than any other I found around town. Would highly recommend Janel.

Sean was amazing to work with and went above and beyond to help me. He was able to lower my rates…read moreand the entire process was seamless. Highly recommend.

Ghosted! We decided to renew our policy and transferred over to Nancy Uli locally. The initial…read moremeeting lacked transparency from the beginning. We were asked a few general questions each; General health and the names of our doctors and told a company may reach out to us if we need exams. From the start, the external company was an absolute nightmare, calling odd times of the night from blocked numbers and we'd have to call back only to get voicemails which lasted 4 weeks! Their questions were invasive, and they immediately verbalized medical conclusions of their own. They labeled us outrageous diagnosis to increase our rates, such as skin cancer from over 15 years ago as a risk, my father dying from chemicals in Vietnam because he was young, etc. When we spoke with Nancy, initially, she never asked or advised us, nor did we give any consent to the fact that all of our medical records would be obtained by an external company and reviewed/dissected. We discovered this had occurred to our shock (detailed below), which is a huge HIPAA violation! After the initial medical call we were told we needed extensive medical exams, due to their underwriting determination of our medical records! When we asked the company what the labs and exam consisted of they told us it was confidential and only medical examiners, not doctors would be reviewing them to make a determination. We've left two messages with Nancy since insisting on answers, requesting a much less expensive policy that doesn't require medical underwriting, and an explanation of how none of this was disclosed to us at the initial meetings. After 2 voicemails and a detailed message left with her receptionist, we've been ghosted!! The whole process was shady from the beginning with zero transparency and everything we experienced was an obvious excuse to give us outrageous rates with very biased determination of our health. As a customer, everyone deserves answers when it comes to our health, the right to know what tests are being ordered and transparency. It should not be confidential from the person that is being the subject of the policy. We've since gone to a wonderful agent that's communicated with us and it's been a 180 different, positive experience.

I have been a customer of Nanci's agency for everything I need for over 15 years. Her follow…read morethrough, professionalism and service is the best anywhere. She's an agent you can actually talk to and can guide you to the right decisions. This is invaluable. Do your self a favor and give her a shot at your business.

This is our second year with Haley, and we are so happy we found her as we always look to support…read morelocal businesses. Haley uses all the technology available to gather and process your tax information and you can still drop off hard copies to her -- love this option. She is thorough, professional and always available for questions. Her pricing is affordable and approachable. I HATE doing taxes and Haley makes it so easy, and less painful during this time of year. We had used another CPA our first year in Idaho and his rates were equal to our mortgage payment -- and he forgot to add our capital gains so had to get that fixed in a rush before the due date -- which did not help with instilling trust in his services. Go with Haley -- you will have no worries with her expertise and timeliness. She is GOLD.

Haley, Greer Tax & Acctg, was very thoughtful, reliable and expedient. We'd been with the same tax…read moreperson for 12 years before moving to Idaho. It was nice to encounter someone we felt comfortable with!

I called today looking for someone to review my dads estate to see if there was any taxes due…read morebefore distribution. The young lady paused, I asked her if they were taking on new clients . her response was yes but we're being selective. When I asked for a referral she didn't hesitate to suggest a Google search. I sold my mult- million dollar business in 2021 and moved to Idaho. I was with my CPA firm for over 20 years and I wanted to start a new relationship with an Idaho firm. They shut the door in my face. Steve Schaut Tires2You 2 Inc SDZ3 Properties

I called today to make an appointment for my wife and I and was told that "due to new tax laws, we…read moreare not able to take you on as a client". We are seeking an advisor for individual tax returns. I then asked if she could recommend another local CPA and she said "no, sorry". Now my idea of good customer service.