David has been handling my investments for 4 years. I came to him after attending a free session…read moreon "Taxes in Retirement". I found him to be very knowledgeable, helpful, and others had highly recommended him. He completely changed my high-risk investments, to mostly Annuities. I use a financial advisor because I don't have the expertise they do. While I did transfer my funds at a good time, since the market dropped significantly afterwards, I did lose money during the transfer which I was not informed of in advance. I have to take blame for not asking more questions of my previous advisor and David. All in all, I feel my money has been secure with David, and he warned I would not see large gains and losses. However, it is a disappointment to know there are significant penalties with moving money early from annuities. The personnel in David's office are very friendly and helpful. I recommend David and his staff as financial advisors. I feel they have done a good job for me. I also recommend becoming educated to know the questions to ask, by interviewing multiple advisors before making a final decision. Because once you are invested it is very timely and costly to make changes.

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!

Today has been a day let me tell you. The two people here are awesome 2nd time with them and again…read morea great experience. Haven and Maricella have been amazing! Thank you guys again

super nice. went over everything and made it super easy. I forgot my id so they used my security…read morequestions and just deposited it on my card

Having lived a full life at the age of 72 and enjoying retirement, I look on those individuals who…read moreachieved mastery in their lives. Jimmy Hendricks used to say "I could just think...and my fingers would do". Those artists, athletes, parents, states-persons, mechanics, teachers...they inspire me and you know mastery when you experience it. I actually experience mastery when my wife and I meet with Jason. For me, it is more than having him on our team as our accountant, it is like going to a concert to witness someone who has mastery in their field. Working with him uplifts my spirits...and years ago, I did not think I would say that about working with an accountant! In my professional opinion (and having had mastery in ski racing in my youth), Jason is worth every penny to have on your families financial team. Cal O. Eagle, Idaho

Small business who treats clients with care and respect! The staff is friendly and knowledgeable…read more If you have a detailed or complex tax returns they are true experts!

Stephanie Lasso was very understanding and knowledgeable. She put me at ease while going through…read morethe sign-up and I felt so much relief. Never once did I feel judged. She worked with me and I am confident that my financial situation is on the road to recovery and wellness. Thank you, thank you !

I have been using debt reduction for about a year now and so far it's been great. I would highly…read morerecommend this company if you are looking to pay your debt off without it ever affecting your credit score. A lot of other companies out there will tell you it won't affect your credit score when you join and it does. with debt reduction its guaranteed not to affect tout score in any way. also, customer service is very professional. Highy recommended using them !!

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.

I just had my first experience with Johannesen CPA. they were very professional and Courteous. I…read morewill certainly is their services again! patty

Extremely rude "wasting his time". Poor communication…read moreinter office as well as with customers! Do not recommend .

Gwen and my refinance team was out of this world amazing! When I decided to refinance my home I was…read moreapprehensive and annoyed at the thought of collecting all my documents and running the hamster wheel to get all the finance items complete. Day one, David contacted me to ask me a few questions, not but a few hours later and 8:00 at night, Gwen emailed me with my refinance options and that night, not but three hours after David called, I was ready to roll with the refinance. It kind of happened on accident and because the team was so on-the-ball, I rolled with it, pun intended. haha The experience felt like I wasn't experiencing anything. This is a good thing. I went on with my life and I would receive an email from the team asking for an item or two, I would send it, and I moved along with my life. This happened about three times, went in to give a signature, and poof, Gwen sent me my closing day, which mind you was moved up by 9 days because they were so prompt with their process. I understand that this process might be a bit more daunting or consuming for some people, for me it was seamless and surprisingly easy. I will admit, I am organized and have all the paper work that is needed ocd, organized in my office, this helped the process for sure, I didn't have to hunt. Another thing that helped make my process easier, response time. I never sat on their emails, I would email within minutes of receiving communication. The story ends like this, use Gwen and her team. They care and they work hard for you. I even received a call from David two months later to remind me that my first mortgage payment was due. I felt this was the rum soaked cherry on-top of the refinance cake.

Worst home buying experience EVER! AVOID AT ALL COSTS!!…read more I was referred to Waterstone mortgage by my real estate agent. Wow that was a mistake! I couldn't have done a worse job if I had tried. Barb Perry and her "team" were unprofessional, useless and didn't seem to care at all about the money I was giving them. "Minimal effort for maximum reward" must be their slogan. They were extremely inexperienced, petty and reactive during the entire process. They had 2 months to do a decent job on my loan. They obviously procrastinated and bumbled my entire loan. I was told I would need 6,000 dollars to close. There were too many mistakes to mention on the closing documents. Last minute errors were being corrected. Even at closing the errors were still in the documents. . They had 60 days to get my loan documents right and they still couldn't do it. Then the day of closing I had to bring a total of 12,000 dollars to closing. How in the hell so you underestimate 6 THOUSAND DOLLARS?!?! After we signed all the documents they asked if I would like to fill out a survey. Oh boy would I ever. I wish I could have wiped my butt with it. I filled out the survey and could have started a fire with it I was so mad. To add insult to injury They sent a 5 dollar bucket of popcorn with their business card plastered on the front to my place of business as a shameless act of advertising. I was not impressed but rather embarrassed and offended. There is no way I would ever refer anyone to Waterstone mortgage. I'm kind of upset it took me this long to write a public review about them. The only reason I remembered is because I'm still on their mailing list. When I have specifically and in no uncertain terms made it abundantly clear that I wanted no further contact from them whatsoever. Barb Perry aka (Carol Baskins) just sent me an email today asking if I wanted to refinance. WHAT?! ........ No, no, no, no, no no no no no no no no NNNNNNOOOOOOOOOOOO!!!!! Not only no but HEEEEEEEEEEELLL NO! So please. Don't use Waterstone Mortgage. They are literally THE WORST!!

Creekside Mortgage Company delivered an efficient, well-organized process. Document handling was…read morestraightforward, and the staff, particularly Chelsea and Kerry, were courteous, knowledgeable, and responsive to every inquiry. I appreciated their promptness and would recommend their services.

If you need a mortgage, you NEED to call Creekside. Amazing communication, knowledge, and quick to…read moreclose. Anthony responded to every email in a timely manner and kept us in the loop along the way. Highly recommend this group! Great experience!