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Financial Planners in Idaho

There are 10 recommended Financial Planners in Idaho. Read reviews from people you know to find the best Financial Planner.

Review by Cindy Murfin Coletti

I got to know Marti a few years back as she and I were part of a wonderful production on stage together and shared the same role as we were double-cast. I grew to love her very quickly and realized that she was a person I could trust and respect. She is intelligent and innovative. Her desire for excellence was obvious to me. She has since gone on and added to her education. She is a marvelous person that I would recommend to anyone. She has a way of reaching out to try to improve her immediate surroundings and make the "whole" better. She is definitely a team player in everything she does. Marti was so willing to reach out to me and help me learn and memorize my part in the show. She didn't hold back anything. I appreciated her care and concern to make sure we both understood our parts and she corroberated with me on an on-going basis. She was a gem to work with to say the least. I will always remember our time together and I hope we will be able to do something again in the future.See MoreRead Less

Review by Tyler Birch

I have known Darren for almost 9 years during which he has managed a couple accounts for me. During this time I have had a very positive experience with Darren and have been very pleased with his work. He is always very quick to react to requests I make and intermittently we would talk about my expectations and what he expected my accounts to be doing in the near future. Darren is very knowledgeable and If I had questions about anything he was always very quick to get me the answer to my questions. All in all I have had a very good experience with Darren Josephson.See MoreRead Less

Review by Scot Fackler

While Seth is my nephew and rates my bias, I know him to have drive, honesty, and integrity that will do him well with Primerica. His partner is a business professional of this highest caliber making them a great team to partner with in any effort. They are motivated to succeed in helping others becoming both collaborative partners and friends. It has been a joy to watch them grow.See MoreRead Less

Review by Lisa Pellegri-Price

I have worked with Tanya. I know her to be well Orginized, Resposive, Repected, and Dedicated to her Clients.

Review by Angel Granados

I wanted to take the time to thank you for all your help over the past 2 years. With these challenging times in lending it has been harder today for me as a Mortgage Planner and for my clients to get into homes. You have been a very important part of my team and helping my clients achieve their goal of homeownership. Clients that had no direction or hope have been able to buy homes and that means a lot to me.

Since the credit crisis, there have been a lot of companies and people that have popped up. They have promised the world and ended doing nothing but taking my clients money and not helping them at all. Since I have been working with you over the past 2 years, you have Practiced Credit Repair with commitment, honesty, integrity and endless passion!! My clients… OUR clients have been very satisfied with your work and how you treat them. You give them hope and a plan of action to resolve their issues.

Thank you for being such a valuable part of my team and helping my clients make their dreams come true in a time in which the media and everyone else is thinking the world is falling apart and there is no hope for them. You have made a big difference in my business and most importantly in my clients lives.

If there is anything I can ever do to return the favor, please let me know. If you talk to any other loan officers or Realtors, please share my e mail with them. If this e mail doesn’t satisfy them, give them my phone number and have them call me.. I will tell them about the Jack Hagans, The David Norths, The Motts, The Francisca Martins, of the world that they knew they had bad credit and wanted to buy so bad, and within 90 days of working with you, They are now homeowners!!!!

Thanks again for all your help and I look forward to working together and making a difference in peoples’ lives!!!!!!!
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Review by Vivian Ransom

Dan is as honest and upstanding as they come! We trust him implicitely.

Review by Paul Murphy

Very dedicated and hard working individual. Always goes above and beyond what is needed to get the job done.

Review by Juliet Annerino

Alanna is smart, quick and detail-oriented. She's a joy to work with on a project!