4 Best Gold IRA Investment Companies Near Me in Boise, ID – Retirement Planning Services
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Financial Planning Services, LLC
ADDRESS: 3601 N Lakeharbor Ln, Boise, ID 83703, United States
NUMBER: +1 208-853-4600
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:30 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:00 PM | |
| Wed | 8:30 AM – 4:00 PM | |
| Thu | 8:30 AM – 4:00 PM | |
| Fri | 8:30 AM – 3:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Stan keeps us informed about our investments and advises us on the best path for our future. He is easy to talk to, listens, and truly cares about our lifestyle. Our daughter is in the Army and Stan has helped her plan for her retirement. He is an asset in our lives and we enjoy stories about Julio (the parrot!) – Deb Christian
REVIEW #2 – Stan is an amazing financial planner and has helped me put a plan around how we go about planning to retire. I would highly recommend him to anyone who is thinking about what they want life to look like once they are done working! – Justin Stephens
REVIEW #3 – I would never trust anyone else with our family future. Thank you Stan! – Kasandra Henry
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Boise River Financial Planning
ADDRESS: 4006 E Boise Ave, Boise, ID 83716, United States
NUMBER: +1 208-992-3313
DESCRIPTION FROM BUSINESS: At Boise River Financial Planning we believe there is so much more to financial health than an investment portfolio. Our process is designed to take you beyond investments to find your underlying goals, values and objectives.
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I recently had the pleasure of working with Bill Heyer at Boise River Financial Planning, and I couldn’t be more satisfied with the service I received. Bill did an outstanding job in helping me develop a comprehensive plan of action to ensure I was well-prepared for retirement. His expertise, attention to detail, and dedication made the entire process seamless and stress-free. I highly recommend Bill Heyer and Boise River Financial Planning to anyone looking for professional financial guidance. Thank you, Bill, for setting me up for a secure and comfortable future! – Ken Marble
REVIEW #2 – After WAY too many years of getting my financial planning information from YouTube videos and commission-based brokers, I started working with Bill this fall. It has been a pleasure (and an great education) to work on retirement planning with him. Bill is professional and clear in his presentation (verbal and with scenario-based example documents) and has been readily available for follow-up questions and walking me through some “what if?” planning ideas. I plan to continue to work with Bill, and I recommend him highly! – Dan
REVIEW #3 – The financial planning process gave me a holistic view of my finances. Boise River Financial Planning helped me with tax planning, required minimum distributions, and consolidation of accounts. Bill made recommendations to invest in smart investments with low fees. It’s comforting to have a financial plan that meets my specific needs. – Lex Heyer
REVIEW #4 – I would, without hesitation, recommend Bill Heyer of Boise River Financial Planning to anyone seeking advice and consultation on financial matters. Bill is clearly very knowledgeable about the financial and economic landscape in general, and investing and personal wealth accumulation specifically. He possesses effective listening skills, and adroitly translates a clients personal goals and objectives, into a solid, well thought out financial management plan. His approach in working with a client is to understand their personal goals and values, and tolerance to risk, which results in a product that represents their needs and aspirations. The fee structure Bill uses is very transparent, and more than fair. Last, but certainly not least, I have great admiration for Bill as an individual. His values are rock solid, and that makes him not only a great person, but contributes greatly to his abilities as a financial consultant. – Doug Cole
REVIEW #5 – Just finished up sitting down with Bill, going thru our tailored financial plan, and couldn’t be happier with the process and the output. Look forward to refreshing our plan each year with him. Lots of great insights on how to set ourselves up for long term retirement success that I had not thought thru! Highly recommend the process and Bill! – Roger Hawkins
REVIEW #6 – My husband and I have had two sessions with Bill. We had our first initial meeting and review a year ago, and we just had our first annual checkup with him. We looked at multiple fiduciaries, and we went with Bill after chatting with some of his references. Bill is approachable and friendly, and patiently answers all of our many questions. His explanations and documents he supplies are clear and easy to understand. We especially like that he takes into account your personal goals and risk tolerance instead of forcing you into a preset mold.
Bill has given us great advice from day 1, and the action items he gives are straightforward to implement. We’ve also reached out to him with specific questions about various advice we’ve seen, and he always follows up with a thoughtful, well informed answer. We are grateful to have found Bill to help us make the most of our finances! – Keiko Neufeld
REVIEW #7 – I am delighted to provide a review for Boise River Financial Planning. My experience with this firm has been nothing short of exceptional, and I am eager to share my insights.
Working with Boise River Financial Planning has truly been a pleasure. From the outset, I was impressed by their professionalism, expertise, and dedication to providing personalized financial solutions. The financial planning process they guided me through has not only offered me a new perspective on my finances but has also equipped me with a clearer understanding of my financial future.
In particular, I must commend Bill at Boise River Financial for their invaluable advice and consulting services. Bill’s expertise and tailored approach have been instrumental in devising a strategy that aligns perfectly with my individual circumstances and financial goals. His commitment to understanding my needs and preferences ensured that the proposed plan was both comprehensive and effective.
One aspect that sets Boise River Financial apart from others in the finance industry is their commitment to transparency and integrity. I greatly appreciate their clear and transparent pricing model, which eliminates any ambiguity or hidden fees. The absence of product sales or pitches underscores their focus on providing genuine financial guidance, free from any conflicts of interest.
In summary, my experience with Boise River Financial Planning has been overwhelmingly positive. Their unwavering dedication to client satisfaction, coupled with their expertise and transparent approach, makes them a standout choice for anyone seeking reliable financial planning services. I wholeheartedly recommend Boise River Financial to anyone in search of sound financial advice and comprehensive planning solutions. – Amerigo Brioschi
Legacy Wealth Management LLC
ADDRESS: 13965 W Chinden Blvd #100, Boise, ID 83713, United States
NUMBER: +1 208-955-0500
DESCRIPTION FROM BUSINESS: As a top-rated Financial Advisor and Investment Advisor, we provide comprehensive Financial Services, including Wealth Management, Estate Planning, and Portfolio & Asset Management. Our expert team specializes in Retirement and Investment Planning, incorporating a holistic approach to innovate, safeguard, and grow your wealth…
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve been working with Shawn Wheeler at Legacy Wealth Management for several months and I appreciate their trust and honesty. Their expertise and clear communication make every meeting feel productive, and they are always responsive to my questions. I feel confident in my retirement planning and look forward to continuing our relationship with this great financial advisor team. As an added bonus, Shawn remembers little details & asks about them that we’ve discussed previously about things non-financial making the experience even more personal. – Holly Nielsen
REVIEW #2 – Legacy Wealth Management has consistently exceeded my expectations. They are extremely communicative and have tracking tools that make accessing portfolio performance easily accessible. They spend a lot of time in discovery to find out each individuals goals, values and passions so that all investments fully align. They truly seek to help families leave a lasting legacy. I highly recommend them. – Kimberly Roberto
REVIEW #3 – As a CPA, having a trusted advisor that you can send clients too is a MUST! I have worked with Lincoln West for many years now and have never received a negative review from a single client that we have sent to him. Not only that, but my clients often praise me for connecting them with Lincoln due to their amazing experience in working with him. Lincoln has a ton of knowledge about alternative investments that we utilize for tax savings and long-term growth. Lincoln has become a key part of our tax planning process for our clients and I highly recommend him and Legacy Wealth! – Steven Gabrielsen
REVIEW #4 – Awesome group! I’ve been with them for two years and they’ve never steered me wrong. Joseph Fisher is very knowledgeable. – Anthony White
REVIEW #5 – I have had the pleasure of working with Legacy Wealth as my financial consultants over the last few years. I was looking for a better option after 2 previous consulting firms. I have found it and will never go back. If you’re like I was and are tired of looking at your portfolio rollercoaster performance or lack of performance because of the market then you need Legacy Wealth. The options for investing beyond what the standard consulting firms have to offer is most attractive and comforting without the feeling that you’re on that rollercoaster and that your portfolio is never going to be enough.
Pete, Ella, and Tammy and many others that have assisted me from their team with my personal portfolio and my office 401k are second to none. Give them a call as you won’t regret it. – Bernie Boehmer
REVIEW #6 – Legacy Wealth is one of the best financial firms I’ve had the pleasure of working with. They take care of their clients, and they’re understanding and knowledge in alternative investments is unmatched. As a CPA, I have thoroughly enjoyed working with them. – Johnny West
REVIEW #7 – Justin and his crew are very professional and knowledgeable. They do an excellent job in educating their clients in alternative investing. Coming from someone in the DD world, Legacy does a fantastic job of due diligence into investments they offer their clients. – Brian Meyer
REVIEW #8 – The team at Legacy Wealth Management put a lot of care and attention into their clients. The amount of due diligence they perform on investment opportunities prior to approving them on their platform is second to none. I have always enjoyed working with the advisors and staff as well as their clients directly. – Pisoot Senethavilay
REVIEW #9 – We’ve been with Legacy a year now. Its been a refreshing change from our previous stoic investment company. We think Legacy staff are working very hard to make monetary gains in a variety of markets and as a result our portfolio seems to be growing nicely. We like the diversity and growth outside the stock market that Legacy offers.
Legacy staff is always accessible and provide great follow through with our questions and sometimes unique needs.
Some of the “perks” of being a Legacy client have been informational events for investing and investor updates; always classy without being too much. And some events are just downright fun; like “movie night!” We like that Legacy is interactive with their clients and include us on several levels. – Steve Swann
Twin Rivers Wealth Management
ADDRESS: 800 W Main St #1460, Boise, ID 83702, United States
NUMBER: +1 208-647-5554
DESCRIPTION FROM BUSINESS: Dominick Anton is a Certified Financial Planner offering financial planning and wealth management. My expertise includes the following: • Non-Qualified Stock Options • Concentrated Stock Positions • Restricted Stock Units (RSUs) • Employer provided 401(k) plan • Employer-provided benefits • Investment management.
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – If you are looking for an experienced, trustworthy, and reliable financial advisor, I can highly recommend Dominick. He’s helped us improve our wealth compounding efforts, brought us peace-of-mind about retirement, has been proactive during market turbulence and helped us navigate big life decisions. Dominick and Twin Rivers Wealth Management has provided us all of that and more with invaluable financial planning and tax return preparation assistance for me and my family for five years. He has played a pivotal role in increasing our liquid assets 5-fold over this period of time. I had known Dominick for years before starting to work with him. He’s become a good friend of mine and is a brilliant, customer-focused advisor. He’s always willing to make time to help us when urgent needs arise and he stays on top of our investments and general financial planning needs throughout the year. Highly recommended! – Scott Dearing
REVIEW #2 – I have worked with Dominick for well over 5 years and have nothing but positive things to say. Over the past five years he has supported numerous financial transitions including starting out as a newly graduated professional, marriage, starting a small business, preparing for homeownership, growing our family, and multiple military moves across the country and the world. Within each of these unique scenarios, Dominick has provided my husband and I with honest and data based feedback to support our decision making process regarding all things finance related. He communicates effectively and in a timely manner, answering questions thoughtfully and following up as appropriate to ensure understanding and clarity regarding the matter discussed. He supports his communication and analysis with clear visual aids, recommendations for further reading (if requested), and meeting summary to provide a digestible list of action items for both him and myself. Dominick has been instrumental in my husband and I developing a clear financial plan and taking necessary steps to reach our goals. I cannot recommend him enough! – Gabriella Adams
REVIEW #3 – Dominick has been our trusted advisor for many years and has been instrumental in our family’s financial journey from college graduates to a financially secure family household. Some folks think financial planners only focus on investing money, but it’s so much more than that. Dominick has helped us by reviewing our financial goals, ensuring we leverage the appropriate retirement options & accounts we have access to through work, making sure we have the appropriate insurances to protect our family and assets, and helping us set up our family’s trust, will, and medical directive, ensuring we have all of our bases covered for our family and extended family. Dom has helped us save thousands of dollars by encouraging us to enroll in benefits that my wife and I didn’t even know we had access to through work. Dominick is a great financial coach and we appreciate his value, modesty, authenticity and mentorship he provides in every interaction. – Michael Fabbrini
REVIEW #4 – I would highly recommend Dominick as your financial advisor. He truly cares about you and your financial troubles/goals in life. He is very trustworthy, well educated, very professional, and always willing to the extra mile for his clients. He has helped me with so much over the years that is not even directly related to financial advising; he has helped me review contracts with my clients, petitions for pay raises and many other things.
He is also amazing at explaining the financial world, most of which I find to be very confusing. Dominick is always able to present it in a way that makes it so easy to understand, and never allows you to feel like you are asking a dumb question. If you are looking for a finical advisor or consolation, I cannot think of a better person to recommend. – Teresa Olguin
REVIEW #5 – Dominick has been my trusted financial advisor for years. He has a tremendous capacity and gift for breaking a problem or situation down into its component pieces and addressing them all in a logical and thorough manner. I always feel like he’s addressing and planning for my individual needs and desires, not just pushing a one-size-fits-all approach. At the end of the day, since beginning to work with him, my financial house in much better order, and I have a clear roadmap to financial security in retirement that takes into account my desires in life along the way. Highly recommended! – Josh Beigel
REVIEW #6 – Dominick is incredible to work with. Professional, driven, and super personable, I cannot recommend his services enough. He’s helped me save for emergencies and long term goals, invest in a socially conscious manner, handle advance care planning, manage student loans, create a charitable gifting policy, take advantage of my benefits package, and make future career plans. When a previous employer caused a tax error that would have cost me thousands of dollars, Dom went way above and beyond to get it fixed. He respects the values and goals of his clients and wants to see them succeed. Highly recommend working with him. – Molly Sheahan
REVIEW #7 – Dominick is very helpful with my investments and retirement planning. He is a great communicator and knowledgeable about the markets. I recommend Dominick to everyone for their investment planning. – Brandon Collins
REVIEW #8 – I have not met a calmer, more grounded financial planner. Dominick’s demeanor sets the tone, then he proceeds to ask the right questions, frame the situation in layman’s terms, state the available strategic options, then execute. He is HIGHLY recommended. – Eddie Trask
REVIEW #9 – Dominick is awesome! He really takes the time to listen and understand my financial goals, and his advice always feels spot-on. He’s great at explaining things in a way that’s easy to understand, which makes the whole process so much less stressful.
Whether it’s planning for the future or figuring out investments, Dominick’s guidance has been a game-changer for me. I always feel like I’m in good hands, and he’s super responsive whenever I have questions.
If you’re looking for a financial advisor who truly cares, I can’t recommend Dominick enough! – Jake Rushton
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