We worked with Chad on a buyer home closing and he had wonderful communication from start to finish…read moreso we always knew where we were at during the closing process. He had an email system that showed where we were at in the closing timeline that went out regularly to all parties involved. Responded to requests in a timely manner. He was also ahead of the contract date so we could close early in the end. Great job!

I've had my taxes done by Chad and Emilie for over a decade and have been very impressed by the…read moreconsistency of their knowledge and skills to get the job done quickly and professionally. Their worksheets can help you organize your paperwork and thoughts before and during the tax preparation. Not only do I trust and use this firm, but so do several of my family members. I highly recommend Chad and his firm not only for filling your taxes but home loans too. Thanks Chad and Emilie

Frank and Hyatt really care about my investments, respond on a timely basis and are super people.read more

Great customer service until there is a problem. They will take profit and their big reputation…read moreover my situation and me every time. I was about to pay off my truck loan until 2018 because of a bad marriage and bad financial situation. They told me I had 1500 of interest accrued from 2020-2021 when I fell behind in payments. Not that I'm mad about the 1500 I owed, but they never told me the interest would go at the end. Zero trust and deceiving practice. All about money and profit than people's interests. I have more situations of a negative review, but I don't have the space and time.

The worst customer service and overdraft policies. While other banks/credit unions have stopped…read morecharging overdraft fees or lowered them this credit union charge me 9 in less than a week because for some "odd" reason my deposits and sales from elsewhere did not show up in my account, even though they showed as completed where they were coming from. I asked for them to be reversed as it was obviously on their end. They wont do anything about it, so going to move my accounts to another bank or credit union.

What a shame people like these are allowed to get away with taking advantage of people going…read morethrough the death of a loved one and their morning process. Total scam and mismanagement of estates.

The home closed in September and it is now middle of February and we still don't have the funds…read morefrom the house. Tresco has held the funds and will not disperse the funds of nearly one millions dollars. Avoid using this company at all costs.

Not a good experience for me. They managed to lose money over the 6 months they had it.read more

From the owner: Welcome! Petso…read moreFinancial is a trusted and independent investment advisory firm committed to delivering comprehensive financial planning services. Our team consists of highly qualified and dedicated Certified Financial Planners who strive to provide excellent guidance and support for your long-term financial goals. At Petso Financial, we believe in empowering our clients through education, ensuring they have the knowledge and understanding to make informed decisions. Our holistic approach to financial planning aims to bring you confidence and peace of mind in managing your money effectively. To further expand your financial knowledge and stay connected with us, we invite you to tune in to "Money Matters" with Dave Petso. Join us live every Saturday from 8:00 am to 10:00 am on KIDO Talk Radio –107.5 FM and 580 AM. Dave's insightful discussions and expert advice will help you navigate the complexities of finance and make informed choices for your financial well-being. Additionally, we invite you to visit our YouTube Channel, where you can find replays of our informative Zoom Calls. Gain valuable insights and access a wealth of financial resources at your convenience. Experience the Petso Financial difference. Let us guide you towards a brighter financial future.

Yesterday morning I visited the 4c Financial Group office, located in Eagle. This guys are a little…read moredifferent. You won't find them wearing suits and ties. They are an independent financial services firm. They have the most stylish, cozy, modern and functional office space I've aver seen. If you are one of those people looking for innovative investment ideas or if you like to think out of the box when it comes to retirement strategies, 4c Financial is the place to go right now. I spoke with Scott Cleveland, the principal manager. He is pleasant and easy to work with at all times. He always explains everything thoroughly and you never feel uncomfortable asking questions or expressing an opinion. His depth of financial knowledge, lateral thinking and his common sense approach will help you navigate the investment and retirement planning world. He will identify, design and implement a plan that works just for you, not only for the short-term, but well into your financial future. And by the way, with these guys you can choose a compensation program that suits your comfort level. Check out their website for more details. This is great! I am absolutely delighted with their service. It is really refreshing to work with financial company who is truly interested in your needs, no matter what your lifestyle or current circumstances and preferences are. Scott Cleveland and his staff are professional, ethical and their caring demeanor elicits my trust and respect. I gladly recommend their services whenever possible.

From the owner: We specialize in personal and professional Financial Services including - Investment Advise,…read moreFinancial Planning, Asset Management, Fee Based Financial Planning, Retirement Planning, Estate Planning, Eagle Idaho, Boise Idaho, Life Insurance, Long Term Care, Annuities, Stocks, Bonds, ETF's, Mutual Funds, Alternative Investments.

This is the absolute best financial planners that I have ever had the pleasure to deal with. I am…read morevery picky and don't easily trust others especially with my money and life. I trust Greg M. completely to always do what is best for me. I used to worry about my retirement and money all the time but not anymore.

From the owner: Am I Going to be okay Financially? Let Us Help You Find Out…read more For over 30 years, Greg Mayes has served families and individuals in this community. We have dedicated our lives to meeting the financial needs of our clients. For those who actually care, they can never shut off their heartfelt desire to serve. The switch never goes off. No need is too small or too great. Our clients are not treated as a business asset. They are part of the family. All it takes is a walk down the hallway of the firm to see who we are. The walls are lined with hundreds of photographs of our "extended" family. There is nothing we would not do to assist our family. Mayes Financial understands the power of values. We do not differentiate between personal and business values. We are the same in the office, at home, and in the community.

One of this best banks I've even been in clean completely friendly very helpful!!! love this place…read moremake it a better experience for everyone that walks in the door!!