My wife and I just got married, so we went to ICCU because we wanted to set up a couple of joint…read moreaccounts. Everyone was super kind, helpful, and patient. We were so grateful to have the pleasure of working with Angela. Glad we're banking with ICCU and to work with great people at this branch!

I've been receiving notices in the mail from ICCU for several years now for somebody who used to…read morelive here years ago, but no longer does. After several attempts to get them to stop sending me this person's mail, I was informed by ICCU mgt that they cannot stop sending it to the wrong address because their system cannot be changed. Efforts to return the mail are fruitless as it just keeps coming. The harassment continues!

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 recently left Edward Jones and joined with Paul Orlando at Ameriprise in Meridian ID…read more What a breathe of fresh air ! He listens, has Great Advice and Direction. The Ameriprise Web site is User Friendly and easy to understand ! #HappyDays

From the owner: At Granite Financial Management, we understand that setting goals for your financial future is…read moreimportant. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Meridian, ID area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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.

From the owner: Am I Going to be okay Financially? Let Us Help You Find Out…read more For over 30 years, Greg Mayes has served families and individuals in this community. We have dedicated our lives to meeting the financial needs of our clients. For those who actually care, they can never shut off their heartfelt desire to serve. The switch never goes off. No need is too small or too great. Our clients are not treated as a business asset. They are part of the family. All it takes is a walk down the hallway of the firm to see who we are. The walls are lined with hundreds of photographs of our "extended" family. There is nothing we would not do to assist our family. Mayes Financial understands the power of values. We do not differentiate between personal and business values. We are the same in the office, at home, and in the community.

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.

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.

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.