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.

Guidant was fantastic with helping me to get my ROBs in time to purchase a clinic space before it…read morewas snapped up by another buyer! I'm ready to roll! Everyone was very professional and were great at communicating all the steps and helping me with an expedited process, it all went smoothly! Thanks much!

The entire Guidant team are smart, capable and know their business very well. They follow up and…read morefollow through consistently. Guidant is here to keep folks like me from messing up something that is very sophisitcated in its requirements. I have been happy with their help and support all along the way. Pierre, Sierra and their teams are outstanding players. Everyone I have worked with has been. I would recommend them to anyone seeking assistance with their ROBS investments.

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.

my experience with Charles Schwab was horrible. My rep never called me back. I finally got ahold…read moreof someone and he is was out on a sabbatical. Since no one was willing to help me from there, i pulled everything out and went to Merrill Lynch and have been very happy ever since.

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.

Stop your search here. You just found the best Realtor team…read more I was very excited for my family and I to move to Idaho and start our new life. But was very worried since I wasn't familiar with the Treasure valley. Researching online for schools, cities and neighborhoods can be very overwhelming. We were recommended to Amy and Jennifer from a friend that also purchased a home with them. She listened to what I was looking for, my concerns, responded to my silly questions on text, but I also felt like she understood what kind of person I was. I believe that is important when helping someone find the best home. We finally met and she gave me her honest opinion of areas and was knowledgeable of the Treasure valley. She drove all over the area showing me around. I was so grateful and amazed of the time she spent with me. She is smart, calm and honest and I trust her to this day. When we eventually sold our house, Amy spent 2 days for both visits showing us homes. Whatever you need she will help you. We were blown away by Amy's assistant Jennifer. She's fast at getting information about properties and was always available and on top of everything. They were my eyes when I couldn't be there. We finally found the home we wanted and Amy made our dreams come true. Her knowledge of the real estate world is amazing. Fast forward, we have been in our new home for 3 months in Eagle and we are the happiest we have been. We love our neighborhood, city, home and most important our kids love their school. Thank you Amy and Jennifer! From Idaho or out of state, give them a call and find your new home!!

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!