Financial Advising in Meridian, ID

7 locations found near Meridian

“We have had nothing but great experiences with Bryant and Dawn. We have been investing with Bryant since his early days, and we have been treated with respect every step of the way. Bryant has worked to help us meet our financial goals while being realistic about where we are in life. Dawn is always kind and helpful. I look forward to working with them long into the future.”

5 Superb30 Reviews

“Innovative, individually assessed, focused according to need and goals, Easy to reach and very customer focused. Consistently helpful in making valuable observations and suggestions.”

4.9 Superb50 Reviews

“Phil and Dini have been a great asset to our financial needs. Several of my family members entrust our financial needs, whether it’s for income, retirement or planning our future successes and hardships with them. They are responsive, insightful and a pleasure to work with in all areas to meet our needs. Highly recommended!!”

5 Superb3 Reviews

“The staff here are like no other place! They are kind, compassionate, willing to listen, and they help make sure you understand how to make the most out of your accounts. ♥️”

3.8 Good28 Reviews

“Great customer service. They are knowledgeable, thoughtful, and very helpful. Services are straightforward, and they make your options clear and give concise information while using verbiage that is easy for anyone to understand.”

3.9 Good40 Reviews

“I've never been disappointed with ICCU. I get that locations/staff may differ. Although this is not my home branch, everyone here was friendly and did their best to serve folks quickly. Some of the poor reviews seem to be about someone on a customer care line, not this actual branch. This branch is large and beautiful inside, and adequately staffed at least when I was there. Great location. Completely satisfied.”

3.8 Good36 Reviews

“I found my ICCU experience very pleasant; super easy and convenient.I called, prior to visiting a location near my home, to find out what documentation was needed to establish a new checking account for an estate. The person on the phone had that information readily available and let me know I could either go to one of the branches or I could conveniently make those changes over a video call, in the comfort of my own home. Seriously, THANK YOU ICCU For creating that experience for your customers. BIG shout out to the young lady (KRoss) who helped me on the video chat. She knew what she was doing and she did it efficiently. This was the best experience I’ve ever had with a financial institution, by far. For an embarrassing amount of time, I have intended to move my accounts to a local credit union (WM), but I dreaded the process so I put it off (the finest example of avoidance). Because my experience with establishing the first account was so incredibly painless, I opted to also open a personal account for myself, which is something I likely would not have done with the experience I was expecting to have. Well done ICCU team ??? I’m happy to be on board.”

3.5 Good36 Reviews