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Best Financial Advisors in Meridian

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Meridian, IDMeridian, ID

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Meridian, IDMeridian, ID

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

3601 N. Lake Harbor Ln., Boise, ID 83703
Boise, ID 83703
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Financial Planning Services, LLC, is a firm serving clients throughout Meridian. It assists customers in a wide range of investment, financial planning, and insurance matters, including retirement plans, estate plans, mutual funds, unit investment trusts, and disability income insurance. Owner Stan Mock, a CFP, is a member of the FINRA. He served as president of the International Association of Financial Professionals and was a recipient of the Edward R. Glennon Award of Excellence by the Boise Association of Insurance and Financial Advisors.

3601 N. Lake Harbor Ln., Boise, ID 83703
Boise, ID 83703

Website(208) 853-4600

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

1159 East Iron Eagle, Suite 120, Eagle, ID 83616
Eagle, ID 83616
  • Financial Planning

Idaho Financial Group helps families, individuals, and business owners in the Meridian metro. The company is an independent advisor that executes plans involving risk management and retirement planning for the clients. It offers assistance with asset allocation, estate planning, retirement income planning, investment reviews, and employee education planning. The firm monitors, adjusts, and executes concrete financial programs to help clients' achieve financial stability. Matt Shannahan, the head of the company, is a ChFC and AIF. He has 23 years of experience.

1159 East Iron Eagle, Suite 120, Eagle, ID 83616
Eagle, ID 83616

Website(208) 938-7800

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

395 W. State St. Suite C, Eagle, ID 83616
Eagle, ID 83616
  • Certified Financial Planner (CFP)
  • Finance Planning

Integrity Financial serves individuals, families, and business owners in Meridian. The firm offers investment management, retirement planning, divorce planning, and small business planning services. It guides clients in developing plans based on their situations and in making informed decisions that allow them to achieve their financial goals. Its founder, Gretchen Brown, has received her Certified Financial Planner designation. She also helps clients customize insurance plans that protect their families in case of illness, disability, or death.

395 W. State St. Suite C, Eagle, ID 83616
Eagle, ID 83616

Website(208) 576-6668

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

3144 W Belltower Dr, Meridian, ID 83646
Meridian, ID 83646
  • Certified Financial Planner (CFP)
  • Financial Planning

Marcheso & Associates Wealth Management is a financial planning firm that serves clients in Meridian and nearby areas. It assists clients in achieving their financial goals through financial and business planning. Its financial advisors provide products and services that cover annuities, alternative investments, and wealth management. They collectively manage over $200 million in assets. The founder, John N. Marcheso, has more than 30 years of industry experience. His firm merged with Jerry Hunsanger's Hunsanger Financial Services in 2021.

3144 W Belltower Dr, Meridian, ID 83646
Meridian, ID 83646

Website(208) 800-1603

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

135 E. Calderwood Dr., Suite 120, Office #6, Meridian, ID 83642
Meridian, ID 83642
  • Certified Financial Planner (CFP)

Retire Sensibly LLC is an independent firm in Meridian that guides retirees and professionals through financial planning and investing. Its assists in calculating retirement incomes, maximizing employer benefits, selecting insurance policies, and reducing tax liabilities. It also caters to the needs of individuals who recently moved to the state by helping them finance a home, evaluate a job offer, update their estate plans, and prepare for retirement withdrawals. Founder Ron Strobel is a CFP. He works with clients to understand their financial habits and goals.

135 E. Calderwood Dr., Suite 120, Office #6, Meridian, ID 83642
Meridian, ID 83642

Website(208) 795-3446

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2230 W Everest Lane #150, Meridian, ID 83646
Meridian, ID 83646
  • Tax Planning
  • Tax Preparation
  • Retirement Planning

Sager CPA and Advisors is a local firm that serves clients in and around the Meridian metro. It offers financial advice, tax strategies, and retirement plans to individuals and businesses. It also assists its clients in negotiating tax debt for problem resolution and provides IRS tax audit accounting support. Its other services include selecting and installing accounting software and performing real estate investment planning. Advisor Rick Sager is a certified public accountant who has been in the financial services industry for two decades.

2230 W Everest Lane #150, Meridian, ID 83646
Meridian, ID 83646

Website(208) 939-6029

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3080 E Gentry Way #205, Meridian, ID 83642
Meridian, ID 83642
  • Retirement Planning

Treasure Valley Financial Planning provides its services to residents in Meridian. The company offers the TVFP 360 Model to help clients entering retirement. The model provides guidance on estate planning and also advises on investment and risk management, tax planning and preparation, and retirement income planning. One of the team members, Eugene A. DelaRosa, has more than 15 years of experience in the industry and has been a Certified Financial Planner since 2008.

3080 E Gentry Way #205, Meridian, ID 83642
Meridian, ID 83642

Website(208) 813-9500

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

33 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1817 N Lakes Pl Suite 100, Meridian, ID 83646
Meridian, ID 83646
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

White Cloud Wealth Management has been providing services in the Meridian metro and nearby areas since 2019. It deals with various financial and strategic planning matters, which involve asset management and tax and retirement planning. The company creates structures and parameters to help individuals and families secure financial protection. It also caters to business owners who need investment management solutions. Founder Sean West has been in the financial services industry since 2007. He is a CFP.

1817 N Lakes Pl Suite 100, Meridian, ID 83646
Meridian, ID 83646

Website(208) 795-5123

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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