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Financial Planners in Idaho Falls, Idaho

There are 2 recommended Financial Planners in Idaho Falls, ID. 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