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

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.

When we first moved here we didn't know anyone and really needed a trusted financial investment…read morecompany to work with to help us figure out our future. We can't express how pleased and happy we were to find TVFP. Jonathan Belnap and Dillan Egbert provide services, above and beyond your normal financial institution such as, free initial consultations, breakdown of their fees upfront on their website, detail oriented review after each meeting, and guiding us along every step of the way with great transparency. You don't feel like "just another client" or "number" they get to know you and you get to know them adding that trusted relationship you don't get with most banks/advisors. In fact, they didn't start with the idea that they would "tell" us how to invest our money, but rather had the conversation of what do we want to see, discussed how they would make our money work for us in more detail, and they even put into action an investment of our request. We can't say enough how well they have managed our money creating yearly buckets, helping us reach our retirement goals and fun goals! We can call or reach out to them anytime with questions and we are comforted that they understand our goals and market timing to keep us stress free financially. We highly recommend Treasure Valley Financial Planning to give you the best nest for financial freedom!

Would never use anyone else! It's refreshing having someone you can trust and who runs an organized…read morebusiness. Love Jt!

I recently left Edward Jones and joined with Paul Orlando at Ameriprise in Meridian ID…read more What a breathe of fresh air ! He listens, has Great Advice and Direction. The Ameriprise Web site is User Friendly and easy to understand ! #HappyDays

From the owner: At Granite Financial Management, we understand that setting goals for your financial future is…read moreimportant. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Meridian, ID area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

David and Angalina make a wonderful team to assist in planning and watching over your future…read morefinancial health. Kind, Caring and Knowledgeable. Absolutely the best in Idaho!

I had absolute faith in David Fullmer to set up an annuity for myself, a single woman with no…read moreheirs. I also explained that I had no interest in learning about investing and reiterated I'm putting my trust in him. Come to find out he paid himself a substantial amount of commission from the get go, then pawned me off on an associate as he stood over the counter shooting the breeze with his secretary. He also set up an account that charged an annual fee to "manage" my annuity. NEVER give anybody (especially this tool) carte blanch with your money. Let my lesson be your wake up call.

I appreciate my Edward Jones financial adviser very much! Mark Nelson has been a great help…read morewhenever questions or needs arise! I'm grateful to have him watching over my investments!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Bryant has been a fantastic resource for investment knowledge and advice. He's very passionate…read moreabout helping us reach our financial goals! He took the time to help make sure all my employees understood the process and options in planning for their retirements.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I've never been disappointed with ICCU. I get that locations/staff may differ. Although this is not…read moremy home branch, everyone here was friendly and did their best to serve folks quickly. Some of the poor reviews seem to be about someone on a customer care line, not this actual branch. This branch is large and beautiful inside, and adequately staffed at least when I was there. Great location. Completely satisfied.

Your customer service used to be so great and now it seems impossible to get through. I just waited…read morefor your online chat, was #4 in the queue. Waited 20 minutes to get to #1 and then it ended my call, without my permission. So I called the 800 number and waited the required 10 minutes it said I would have to wait (actually waited 15 minutes) and got no service. It was a quick question I needed answered. You guys need to hire more CS reps. I posted this comment on Facebook, but got no response. You all apparently no longer care what your customers think about you. I've been an ICCU client for over 40 years, but I'm rethinking my involvement with your credit union. Rather than building more locations, why don't you put your money into giving better service to the customers you already have? Or you're going to lose them.