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!

At first I found them quite friendly but over the past year or more I've repeatedly encountered an…read moreodd lack of professionalism from a branch manager and an operations officer. I sense a petty passive aggressiveness from them with almost every business transaction that I do. I attempted to address it one time with the Branch Manager, but I think it grinded on her all the more that I would do so. Boise, you may be growing fast but the small town mentality isn't leaving fast enough.

If I could give Tory, Andrea, and the whole team at this branch 10 out of 5 stars, I absolutely…read morewould. After dealing with Bank of America while I was in college (I thought i'd need access to a local branch), I came to my senses and now do all my banking with DL Evans. By ALL my banking, I mean it: -Checking -Savings, CD -Mortgage Re-finance A few examples of the "Customer-First" style of focused service I've received: -When I bought a car out of state, they stayed after hours to receive info by fax and get everything processed -When my bank account was going to overdraft by a few dollars, I got a call to see if I wanted to transfer $ from savings, AND they helped set up a line of credit to cover any future overdrafts. They waived any overdraft fee When I hear stories of my friends getting ripped off by national banks (who optimize their "services" to maximize fees), I recommend DL Evans without hesitation.They also have all the basics you'd expect in a banking app: transaction details, transfer between accounts, and Mobile Deposit.

I unfortunately seem To have a habit of losing my car. It's…read moregreat that when that happens you can walk into any location and they can make you another one right on the spot. No need to wait days to get a new one in the mail. They was also very efficient and helpful when I needed a lender to help me buy my last house. They got the deal and terms done very fast. I highly recommend them. It's also nice that they have multiple ways s send money to friends or business associates including check or ach.

I have been banking with Washington Trust since 2019 and done well over a million dollars in…read morecomercial loans as well as residential. I recently had a loan inquiry on my commercial building. Nick Sutton is who I was referred to and was absolutely blown away at the unprofessional and disrespect that was directed to me over the phone. The call ended and I thought I was in the Twilight Zone. I called the office again two days later trying to reach someone who could help and received a call back from Nick Sutton, this time he was immediately abrasive and when I asked where this is all this coming from he proceed to tell me to hold on for 60 seconds while he screamed for his dog in my ear. I still to this day don't know why I was treated so rash. I have since emailed Conrad and Justin Smith the President of WT with no reply two weeks later. I ended up going to Nick's last place of employment one block to the south, Mountain West Bank and the customer service has been above and beyond. * I have the recorded calls if you want to try to deny any of this Nick and I'm actually being nice not going into all the details. Definitely feel there was some kind of discrimination going on. I hate writing reviews like this, but if I can help one person avoid what I just went through then I'm a happy man.

I worked with Darrel Williams during my refinance process. He was very diligent in his work. He…read morekept me informed during the entire process & was always happy to take my emails or calls. I would have gone bald during the process if it wasn't for Darrel. He was my saving grace.

Kerri is an amazing person to have on your side. As first time home buyers we didn't have any idea…read moreon what that process is like, or what "the next step" is. She kept in touch every step of the way, explained in words we can understand (for the most part, that is haha) and gave clear direction on what we needed and how to get them. She helped us immensely throughout this process and is very knowledgeable. I would highly recommend Kerri!

AM SO PLEASED WITH THESE INSURANCE PREMIUM RATES! I am still in shock at how much Allstate was…read moreable to save me with ALL OF MY INSURANCE NEEDS. Between Vehicle, ATVs and Home Insurance, Allstate was able to save me $1,100 a year!! You read that correctly: One Thousand, One Hundred Dollars SAVED!! Definitely worth getting a quote from these guys. They are extremely easy to work with!