Scott is a great money manager that always has his clients best interest. He takes care of all my…read morefinancial needs with honesty and integrity. Talk to him and find out for yourself.

I reached out to Shoreline with a need for tax preparation and for some tax related questions. Jeff…read moreand Lin did an excellent job assisting me and ensuring my taxes were filed appropriately, on time and answered all of my questions to help me prepare for next year. It was quick, easy and I have confidence that my taxes were handled correctly at a reasonable rate.

From the owner: In 2001 I started out in the financial industry assisting client with their biggest asset, their…read moremortgage. Our mission is to put clients first and develop a relationship of trust. We acutely understand the concerns of risk and uncertainty and the importance of financial health for individuals and their loved ones. As such, everything we do is uniquely catered for our clients through careful consideration. We listen to our client’s needs, analyze all available options, recommend an individual strategy and maintain our relationships.

I have been kicked out of my app on my phone 4 times now and I have had to reset my password even…read morethough I've copied and pasted both my password and username three times already. this is very frustrating and annoying that I cant access my own bank account. be better ICCU

After being with another credit union for over 20 years we regret making the switch to ICCU…read more We were "sold" on the benefit of their Central Plus Checking which has a monthly fee but includes benefits. One of the benefits are Monthly Bill Pay. You can schedule a payment date on your bills. On May 2nd I put in a request for our credit card payment that was due May 16th. It was to be paid May 12th. It was paid late on May 19th. After a few hours spent trying to rectify I was told a third party handles that - no one at the branch cares or would help. No one told us when we signed up a 3rd party handles this. On March 17th I paid another credit card bill. The money was taken out of my account but the company I paid through bill pay said they couldn't deposit as the check from the 3rd party wasn't readable yet it was taken from my account. On both of these I have to dispute , show proof by getting copies of the ACH, in order to reverse the $81 late charges,. Even worse is the time it is taking to gather information after being put on hold so many times as no one seems to really care at the branch. I asked to speak to a manager and was told it would take up to 72 hours to get a return call. I can only imagine they are so busy if they are operating through 3rd parties and have no control of their business.

I've been with Westmark since I was just a kid. I travel often and have never had a problem with…read moremy bank cards. In over 30 years, I've only had one problem and it was fixed within an hour. Their staff is amazing. They always have a smile and have gone out of their way to make sure I'm taken care of! I even had them send me a gift basket. I definitely went back to them. My other half is now with them at well. Best credit union in Idaho Falls and Idaho.

Due to technical issues my bank account is completely shut down. I have bills to pay and customer…read moreservice says there is no way to fix it. I am out of town and can't go into a branch and there are no sister branches anywhere. Do not start an account at this bank if you travel at all. I am going to have to sleep in my car because my bank card will not work at a hotel or gas station. This technical problem had nothing to do with me and I may lose my job if I don't get to my work location in time. I am sitting at a gas station waiting for this problem to get fixed and after calling them multiple times there is no timeline for a fix. Pick a bank that does not have these technical issues.

Poor service I was trying to wire funds. After years of working with them they lost my phone…read morenumber. They had someone else's phone number on my account. I learned this happens often.

Friendly, professional and ready to help. Great folks with outstanding attitude each visit.read more

Quick to respond and professional. Michael was a pleasure to work with. Would recommend.read more

They have been managing my property for more than 2 years now. They are thorough professional who…read morehelped in preparing and pricing it right, gave me heads up on trends and mitigate risks. Moreover, they are extremely friendly, accessible and easy to work with.

I've been using Matt Dietz and Farmers for nearly a decade now and virtually every experience and…read moreinteraction I've had with them has been exceptional and memorable. What I like is the focus on personal attention you get from them, it reminds of the insurance agents my parents had when I was young. They knew my family, they knew us kids and they made an investment in the relationship. During the time I've been with Matt I've been in a car wreck​ and bought life insurance (haven't used that one yet) and homeowners​ insurance. Each time there is a sincere connection and an attempt to build an actual relationship not just sell a policy. I like the way Matt and his team support the community as well with everything from a podcast to supporting non-profits and even down to providing information for parents and their kids about nontraditional​ investing or what to think about when you start to drive. Tip: If you have an insurance question search for Matt on YouTube or Google your question and Matt Dietz, he probably has a video answering your question so you don't even need to call in! I'll definitely keep my insurance business here and hope to see them continue to grow.

Matt Dietz Agency for Farmers Insurance is fantastic. Monty…read moreEwing personally took on our policies as we were moving from out of state. He went to our new home personally to inspect it prior to writing our Homeowners Policy. He helped us with coverage for 3 autos in a very professional and courteous manner. Meg assisted us on the rare occasion when Monty wasn't available to take our calls. I would highly recommend this agency and Monty is particular to protect your home and autos with comprehensive Farmers Insurance coverage.

After 10 years as a high revenue established business client trusting JTC CPAs with my personal and…read morebusiness taxes I have finally had enough. The basics are getting missed with this firm repeatedly . The last straw was being advised by Jack Trent himself to make a large additional tax payment before any projection was completed -- resulting in an overpayment of approximately $180,000 to the IRS. His own bookkeeping numbers displayed on screen during our meeting showed I was already in overpayment territory before the additional payment was made. It gets worse. The IRS subsequently identified that the large December payment Jack advised me to make was not even included on my filed return -- a filing error confirmed by my new CPA. When I raised these concerns in writing I was repeatedly deflected rather than receiving straight answers. A very small partial fee refund around 2k was only issued after weeks of persistent documented demands. This was not isolated -- a prior year late filing resulted in an IRS penalty letter as well. I stayed loyal for 10 years. Last 4 not so great. Business owners and the general public deserve better than this.

We've been using Jack Trent & Co. for (4) years now. We…read morehad built a home, and kept our previous home as an investment property, and had other one-offs that year with company and 401k changes, so we thought it was time to seek out a professional and Jack came highly recommended by a work colleague. They have always been knowledgeable, efficient and quick. Also, whenever I have a tax or money question, I email Jack directly and he will get me an answer in no time! This year there was a hiccup on getting our kids' taxes efiled, but they got right on it, and called me the next morning to tell me it was taken care of. Mistakes happen, and that's OK, it's the customer service and the timeliness and the way it is taken care of that matters. And, they do our kids' taxes and efile them for us at no charge. The candy stand is a fun bonus!