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Best Financial Advisors in Nampa

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16132 N. High Desert St., Suite 100, Nampa, ID 83687
Nampa, ID 83687
  • Certified Financial Planner (CFP)

Allegis Financial Partners provides individuals and families in Nampa with financial advice and wealth management services. It works closely with clients to understand their personal values, short-term financial needs, long-term goals, family structure, and financial situations. It offers clients assistance in the financial planning process, whether they are nearing retirement, in retirement, had a life-altering event, or need advisory services for a child’s college education. It recommends a diversified portfolio to help clients progress toward their financial objectives and protect against the unexpected.

16132 N. High Desert St., Suite 100, Nampa, ID 83687
Nampa, ID 83687

Website(208) 461-6800

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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:

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: A

1111 W Jefferson St, Suite 540, Boise, ID 83702
Boise, ID 83702
  • Estate Planning
  • Retirement Planning

Harmon Smith Financial Group caters to Nampa residents. It analyzes its clients’ finances, determines their personal goals, and tailors integrated financial plans that align with those goals. It helps implement, monitor, and adjust these plans as necessary. The company offers financial and retirement planning, risk management, estate planning, and wealth management. It also provides business and employee benefits planning. Financial advisor Randy Smith has worked for nearly four decades in the financial industry.

1111 W Jefferson St, Suite 540, Boise, ID 83702
Boise, ID 83702

Website(208) 947-5209

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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)

3137 S Meridian Rd. Suite 100, Meridian, ID 83642
Meridian, ID 83642
  • Financial Planning

Hurst & Company PLLC is a financial and tax planning company that serves Nampa residents and small businesses. For more than 13 years, it has been helping clients reach their goals by giving recommendations on asset protection, investment decisions, and retirement planning. The company also offers accounting and tax services, including payroll, bookkeeping, tax reduction strategies, and income management. Jeff Hurst, the firm's head, holds a CPA license and a degree in Master of Accountancy in Tax.

3137 S Meridian Rd. Suite 100, Meridian, ID 83642
Meridian, ID 83642

Website(208) 957-6933

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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:

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: A+

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

Idaho Financial Group helps clients in Nampa achieve their wealth-related dreams and goals. The firm has plan consulting services, investment advisory, employee education, and fiduciary services. It assists individuals in a broad range of matters covering the evaluation, selection, monitoring, reviewing, and updating of investment options and asset allocations. Its advisors review investments and manage portfolios. Among them is Matt Shannahan, who is a Chartered Financial Consultant and an Accredited Investment Fiduciary. Matt provides retirement income planning and estate planning assistance.

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+

305 West Jefferson Suite 104, Boise, ID 83702
Boise, ID 83702
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)

Idaho Medical Association Financial Services serves Nampa and the surrounding areas. It specializes in financial planning and wealth management for healthcare professionals. It offers various financial planning solutions, including insurance, investment, estate, tax, and retirement planning. It also offers wealth management services and 401k and 403b plans. The professionals at Idaho Medical Association Financial Services work as independent advisors. Martin Watkins, the company's founder, has been a financial advisor for more than twenty years.

305 West Jefferson Suite 104, Boise, ID 83702
Boise, ID 83702

Website(208) 504-1736

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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)

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
  • Retirement Planning

Integrity Financial is a company that caters to the residents of Nampa and the neighboring communities. It offers an array of services, such as investment management, retirement income planning, insurance, and divorce planning. In addition, the firm’s team of professionals provides small business planning. Integrity Financial was established in 2009. Its president and founder, Gretchen Brown, is a Certified Financial Planner with more than two decades’ worth of experience in the financial and insurance industries.

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)

13965 W Chinden Blvd #100 BOISE, ID, Boise, ID 83713
Boise, ID 83713
Instagram
  • Wealth Management

Legacy Wealth Management is a boutique firm that serves the Nampa metro and nearby areas. The firm assists business owners, health care professionals, and institutions in managing finances and diversifying investments. With more than 15 years of industry experience, its professionals offer high-net-worth individuals and families strategies in wealth protection and legacy family planning. Legacy Wealth Management also provides financial advice and insights to a vast range of people through its podcast, The Legacy Wealth Show.

13965 W Chinden Blvd #100 BOISE, ID, Boise, ID 83713
Boise, ID 83713

InstagramWebsite(208) 955-0500

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:

8 (Good)

Score Consistency:

Consistent (Best)

5660 E. Franklin Rd., Ste 130, Nampa, ID 83687
Nampa, ID 83687
  • Certified Financial Planner (CFP)
  • Financial Planning

Mayes Financial provides insurance, consulting, and education services to clients in Nampa. The company helps make income plans with sufficient assets equal to the families’ expenses over their lifetime. It handles retirement, tax, investment, risk management, legacy, and estate planning matters. Changes in the situation and the investment industry are constant, so it periodically reviews its clients’ portfolios and assists them if changes need to be made. The Mayes Process involves a plan success cycle, wealth checkpoints, quadrant plan, and portfolio pillars.

5660 E. Franklin Rd., Ste 130, Nampa, ID 83687
Nampa, ID 83687

Website(208) 475-1342

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

27 (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+

670 E. Riverpark Lane Suite #140, Boise, ID 83705
Boise, ID 83705
  • Retirement Planning

Peggy L. Farnworth is a financial advisor that has helped hundreds of individuals, families, and businesses in Nampa and the neighboring areas in the last 20 years. She helps a variety of clients navigate the journey of retirement, from professionals to newly divorced or widowed customers. While helping them accumulate wealth, eliminate debt, and build a cash reserve, she takes their lifestyle, hobbies, activities, and health into consideration when crafting a financial plan. She also provides estate planning services.

670 E. Riverpark Lane Suite #140, Boise, ID 83705
Boise, ID 83705

Website(208) 343-7777

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: --

Detail: --

1405 W Main Street, Boise, ID 83702
Boise, ID 83702
  • Certified Financial Planner (CFP)
  • Financial Planning

Petso Financial Consultants, LLC, provides financial planning services to residents of Nampa. It offers assistance in matters relating to tax management, college savings, retirement planning, executive and employee benefits, client education, and estate conservation. The firm's Certified Financial Planners have more than 50 years of combined experience in financial planning and investment. David Petso, the firm's owner and founder, is a CFP who focuses on income planning for foundations and retirees and oversees assets worth over $1 billion. He has over 35 years of industry experience.

1405 W Main Street, Boise, ID 83702
Boise, ID 83702

Website(208) 853-2000

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:

7 (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
  • Finance Planning

Retire Sensibly is an independent firm serving the Nampa metro and nearby areas. It caters to individuals who need financial planning and investment management solutions. The company assists clients in creating plans for healthcare expenses and helps them choose insurance policies suited to their needs. It also crafts portfolio protection strategies and retirement income streams. In addition, it deals with estate plan updating and property tax exemption solutions. Founder Rob Strobel is a CFP. He began his career working for other large brokerage companies.

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+

826 3rd Street S., Nampa, ID 83651
Nampa, ID 83651
  • Tax Planning

Tax Express is a financial advisory firm that serves clients in Nampa. Its services are focused on personal and business tax preparation, bookkeeping, and payroll. The firm helps clients in areas such as checking and preparing a tax return, saving fees on tax return preparations, and offering payroll solutions. These include creating, sending, and filing W-2s and 1099s. Founder Dan Gianuzzi enjoys working with people and small to medium businesses. He specializes in businesses with annual sales ranging from $100k to $10 million.

826 3rd Street S., Nampa, ID 83651
Nampa, ID 83651

Website(208) 546-0491

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:

3 (Best)

Average Review Score:

4.2 / 5 ( Best)

Total Reviews:

65 (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+

250 S. 5th St. Suite 600, Boise, ID 83702
Boise, ID 83702
  • Certified Financial Planner (CFP)

The Helmstar Group offers clients in Nampa guidance regarding their finances. It provides individuals and families with assistance in financial planning. It also serves doctors, dentists, and other professional services groups in setting up their retirement plans. The company provides corporations and other institutions with advice on portfolio design and implementation. Its services extend to public and private foundations, endowments, and charities about record keeping or asset allocation. Its team of financial advisors carries decades of combined industry experience.

250 S. 5th St. Suite 600, Boise, ID 83702
Boise, ID 83702

Website(208) 429-0800

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:

3 (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: --

1101 W. River Street Suite 170, Boise, ID 83702
Boise, ID 83702
Instagram
  • Estate Planning
  • Retirement Planning

Wood Tarver Financial has been serving individuals, families, and business owners in Nampa and surrounding areas for more than 15 years. It helps clients protect their wealth through its various services, such as estate planning, investment management, tax services, and financial planning. It gathers information about investment options to meet the clients' financial goals. It considers several factors in choosing investments, such as clients' income, family makeup, inheritance, insurance, and estate plan. This company has earned several recognitions, such as the Raymond James Leadership Award.

1101 W. River Street Suite 170, Boise, ID 83702
Boise, ID 83702

InstagramWebsite(208) 343-2001

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+

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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