Financial Advising in Boise, ID
24 locations found near Boise
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Financial Advising
Financial Advising
“Allied Business Solutions is an incredible business partner to work with. Our experience working with them has been PHENOMENAL, providing us exceptional service for our production print needs. To top it all of, they're just fun people! Highly recommend to any size of enterprise in need of office technology.”
Financial Advising
“We met Karen at a SBA SCORE business event in 2007 before we opened Insulation Plus and became clients and friends. Karen and her team have guided us all the way from a startup, audits, acquisition preparation, payroll and accounting questions all along the way. We have full confidence in Online Accounting's capabilities, attention to detail, and professional guidance - an A++ company for sure!”
Financial Advising
“I came into learn about this credit union and to transfer my accounts from another large bank. A teller was very kind and answered some questions for me and then Harmony went over some decisions I had an walked me through the new way to move accounts. This branch was very busy and I knew she was having to juggle the line in the lobby but all in all she was very helpful.”
Financial Advising
“I worked with Tera today and she helped me unravel another company's mistake. She had my issue solved in no time. ICCU--there are other companies who could benefit from training from your clearly talented employees. I've never had even remotely bad service at this branch.”
Financial Advising
“I have used Beebe and Company for 3 decades now. As a small business owner, navigating taxes overwhelms me, but Beebe and company makes the entire process smooth and stress-free.They are reasonably priced, fast, and reliable. From start to finish, my experience with them has been nothing short of exceptional.The Beebe's are incredibly knowledgeable and attentive to detail. They took the time to understand my unique business needs and provided personalized solutions that likely maximized my tax savings.Communication was seamless throughout the entire engagement. They were always prompt in responding to my inquiries and ensured I was kept informed every step of the way.Thank you, I'm grateful for your expertise, support, and speed in which you work.”
Financial Advising
“Very excellent customer service. I was able to have everything done in just a few minutes. I want to thank Keaton Simoni, who helped helped me at the front desk and gave me good advice for ICCU. Keep up the great work ?”
Financial Advising
“I wanted to take a moment to write a review about Financial Planner Jared Empey. I have known Jared for several years from his work at the Idaho Medical Association Financial Services (IMAFS). Although based in Boise, Jared helps physicians all across Idaho with their financial planning needs--regardless of portfolio size. I consider Jared a valued colleague and he is well liked and respected by his clients. Jared assists clients from residency through retirement by offering fee-only investment management and financial planning services. I admire the fact that he always puts clients first. I find it unique that Jared also reviews tax implications for clients, as well as making sure they have a current estate plan. Jared and IMAFS show their committment to your profession by being strong supporters of the Idaho Medical Association as well as the ACMS and SWIMS medical societies. Take a moment and ask any of your colleagues that work with Jared and IMAFS. You will be glad you did!”
8:30AM - 5PM
902 W Main St, Boise
Financial Advising
“Walked in requiring help with a non standard banking request. Cam Davis, the Client Relations Specialist, was responsive, supportive, and handled my request with urgency.”
Financial Advising
Financial Advising
“I love the people and this bank is everything to me. anything you want to know about creating a credit I recommend you to use this bank. The people are just so nice ?”
Financial Advising
“I went in today to start banking with ICCU. Emily was incredible, knowledgeable, and made the whole process so easy. I have heard good things about ICCU, and now I am seeing it first hand. I look forward to doing more business with you!”
Financial Advising
Financial Advising
“Im a new business owner and was referred to Bob...THEY ARE AMAZING!!! they have taken so much stress off of me and they have so much patients with my lack of know how...I will stay with them forever!!!”
Financial Advising
“VERY impressed by Blueback! I sent five firms a request for consulting and support on a Saturday. I received a specific response offering further insights from Blueback within two hours. Of the remaining four firms, only one other got back to me and even their response was very generic. After a brief email exchange over the weekend, I ended up having a conversation with the cofounder on Wednesday of the following week. I received very informative and thorough responses on all of my questions, even the ones that were outside of the original scope of the conversation. During the conversation, John Larson was professional, friendly, respectful, and had the heart of a teacher. I received everything I needed and more. I strongly recommend this firm if you want someone to treat you like a person and care about the service they offer.”
Financial Advising
“The biggest credit union in Idaho and you guys give out a bunch of same colored tootsie rolls at the 4th of July parade. Boise Pest control outshined you guys with handfuls of street paving mixed candy AND a giant possum. We expected better.”
Financial Advising
“I have to congratulate the I.C.C.U. hiring staff for their selections when hiring the operators that answer our phone calls day in, and day out. They are so well suited for their grooling task in answering questions. while remaining professional and curtesy.”
Financial Advising
Financial Advising
“I was a bit hesitant to try this credit union with the super low rating. I have to say I have been pleasantly surprised. Amazing and friendly service so far with the number of times I have had to come in. They even handled a signature guarantee for me seamlessly. I have had a great experience with both the retail side and business side of the operation. A few small cons would be it took a while to open my accounts, but I was in no hurry and enjoyed chatting with the rep. Also it seems like there is a $300 limit on the ATM with the debit card, but I am sure I can get that raised. You can take out $800 with other banks. Overall, it has been a great experience and this place is convenient and service focused. Not sure why all of the negative reviews, but it seems like they are taking their customer service seriously and I wouldn't hesitate to recommend them to anyone who wants to get away from a big bank.”
Financial Advising
Financial Advising
7:30AM - 5PM
800 W Main St #1200, Boise
Financial Advising
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