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.

Lori is very professional, honest, and shows a genuine concern for her clients well being. Couldn't…read morebe happier to have someone I can trust to take care of my family.

I had a great experience with Heather, Eric, Lucas, and Guidant vendor partners. They were patient…read morein explaining the pros and cons of the steps needed and decision impacts. The process was completed smoothly and efficiently with zero worries. I received timely emails for my actions and responses for any queries. They may be pricier than the competition for the services I used but I did not had to worry when the transactions will be completed. Thank you Guidant team, much appreciated for your services.

I just completed my first very first year end document review for 2025 with the kindest, most…read morepatient representative name Aiko. She was knowledgeable, professional and friendly. I didn't feel rushed at any point during the call and we went through step by step and were able to complete the entire form together. Who does that? Aiko that's who. Wish all customer service representatives were like her. Services

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 was visiting for business and needed some help with my account. They were able to help me very…read morequickly. Also very friendly and personable staff.

Absolute worst phone tree. Impossible to reach office without national office interventionread more

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.

Michael has been my CPA for several years. He is timely, professional, accurate, and great to work…read morewith! He also advises on tax planning and readily answers any questions I have.

I run my own small real-estate business in which I remotely manage California property from my home…read morein Idaho; I am also a multiple W2 earner across multiple states. Michael has been my trusted go-to consultant for years -- not only helping me to navigate the nuanced landscape of operating a small bi-state business, but also applying his practical expertise to quickly and painlessly handle my multi-state personal income tax filing. I am planning to expand my real-estate operation in 2024, and Michael has been prompt, professional, and creative in our conversations thus far -- he even proactively got up to speed on the specifics of the Schedule C (Form 1040) to help advise me on future short-term rental investments. Michael brings a "partnership mindset" to these conversations: giving me the "bottom line" information I need, but also patiently helping to educate me on the broader State and Federal tax codes and ramifications. Beyond his expertise and knowledge, what I appreciate most about Michael is his integrity, attention to detail, and his availability. He goes above and beyond to serve his customers with excellence, while patiently recognizing the breadth and uniqueness of each situation.

Amy helped us sell a home long distance from Oregon. She and her team did a fantastic job. Her…read morecommunication is top notch, follow through is quick and efficient, and she has all the right contacts in the Valley to get most anything done! The house sold the second day on the market! A smooth and seamless sale. Amy and her team are wonderful! Thank you!

We had such a wonderful experience with Amy and her team. To say our buying adventure was a roller…read morecoaster of emotions would be an understatement. But Amy and her amazing team stood by, dried tears, held our hands and kept promising that it was all going to work out and we would have our dream house!!! She was not wrong. Now that we are finally in, we can see the vision she knew would work out. This lady works harder than anyone I know! I'm so grateful for everything she did, Jacob did and what megan did! Also, her housewarming gift was soooo special!!! She absolutely gets us!!! Thanks Amy!!! You are a rock star. And we can't wait to show you all the things we are doing.