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.

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.

Not necessarily the Eagle branch, but the trust/estate department. PLEASE don't use iccu for…read moreanything beyond a savings or checking account. The legal fees to try and correct things in my case were excessive.

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.

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.

DJW Property Management and their Staff members are the best. They are always prompt, and…read moreprofessional when communicating with them.

Great experience with the whole team! Especially Molly in the maintenance department. She was very…read morehelpful!