Audit & Consulting in Boise, Idaho

Jordan Baker - Thrivent is a finance institution located at 17 12th Avenue South, Nampa, Idaho, United States. They are licensed in multiple states including CA, ID, OH, and OR. Their offices in Boise and Nampa are dedicated to helping clients achieve a better financial future through collaboration and expert advice. Jordan Baker and his team prioritize the goals and values of their clients, offering industry expertise and professional service to map out a secure and exciting financial path. Jordan Baker is married to Crystal and they have 4 children. They are active members of Messiah Lutheran Church and enjoy home remodel projects, leisure sports, traveling, and outdoor activities. Jordan is also a yoga instructor at the Harward Recreation Center in Nampa.

Edward Jones - Financial Advisor Liz Micheletty, AAMS™, located at 11588 West Fairview Avenue in Boise, Idaho, is a trusted financial institution specializing in personalized financial planning and wealth management services. Liz Micheletty, a highly qualified Accredited Asset Management Specialist, is dedicated to helping clients achieve their financial goals through tailored investment strategies and comprehensive financial advice. With a commitment to building long-lasting relationships based on trust and integrity, Edward Jones provides clients with the guidance and support they need to secure their financial future.

LPL Financial is a leading finance institution located at 13945 West Wainwright Drive in Boise, Idaho, United States. With a strong reputation for providing comprehensive financial services, LPL Financial offers a wide range of investment options, retirement planning, and wealth management solutions to individuals and businesses alike. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, LPL Financial is committed to providing personalized and professional financial guidance to meet your needs.

Edward Jones - Financial Advisor: Heather Ellsworth is a finance institution located at 10274 West Ustick Road in Boise, Idaho, United States. Heather Ellsworth is a dedicated financial advisor who provides personalized investment and wealth management services to clients. With a focus on building long-term relationships and creating customized financial plans, Heather helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Heather Ellsworth is committed to helping you navigate the complex world of finance with confidence and peace of mind.

Steve Alderete - Thrivent is a finance institution located at 2450 East Gala Street in Meridian, Idaho. Our team is dedicated to providing financial clarity and helping our clients achieve their financial goals. As a Financial Advisor, I serve as a guide to help you understand your current financial situation, define your goals, and create a clear strategy to reach them. I offer support, coaching, and adjustments along the way to ensure you stay on track. We are licensed in multiple states, including CA, ID, OR, and WA, and offer planning services to address uncertainty and provide confidence in your future. Whether you are local to Boise and the Treasure Valley area or across the nation, we can work together virtually or in person.

Aldo Cabrini - Thrivent is a finance institution located at 2450 East Gala Street, Meridian, Idaho, United States. Our team offers individualized planning to help you navigate your financial future. We are licensed in multiple states including CA, CO, ID, MN, MT, OR, TX, and WA. Proudly serving the Treasure Valley and surrounding cities such as Boise, Eagle, Meridian, Star, Nampa, Kuna, and Caldwell in Idaho. Our goal is to simplify complex financial decisions with an educational approach. We want to understand your current situation, goals, and dreams in order to create a strategy under a Dedicated Planning framework. Our services come with a fee, but we are dedicated to helping you achieve financial success. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so we recommend consulting with your attorney or tax professional.

Edward Jones - Financial Advisor: Don LeFave Jr is a reputable financial institution located at 10540 West Business Park Lane in Boise, Idaho. Specializing in accounting and finance services, Don LeFave Jr and his team are dedicated to providing personalized and comprehensive financial planning solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Don LeFave Jr is committed to helping individuals and businesses navigate the complexities of the financial world with confidence.

Edward Jones - Financial Advisor: David Augusto, AAMS™ is a reputable financial institution located at 9050 West Overland Road in Boise, Idaho, United States. As a trusted financial advisor, David Augusto, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: David Augusto, AAMS™ offers a wide range of financial services including retirement planning, investment management, and wealth preservation. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, David Augusto, AAMS™ is dedicated to helping you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Patrick McKeown is a Financial Advisor at Ameriprise Financial Services, LLC located at 412 East Parkcenter Boulevard in Boise, Idaho. As an Ameriprise Platinum Financial Services® Advisor, Patrick offers personalized financial advice, investment recommendations, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting to life's changes, Patrick helps clients save for major purchases and meet their current needs. He is registered to conduct securities business in certain states and is committed to providing transparent and trustworthy financial services. Clients can expect a thorough overview of financial planning concepts during the initial consultation. Ameriprise Financial Services, LLC, is a member of FINRA and SIPC, ensuring the highest level of professionalism and security for clients. Feel free to refer friends and family to Patrick for expert financial guidance.

Summit Capital Management, located at 664 South Rivershore Lane in Eagle, Idaho, is led by Andrew Daudt, a seasoned capital manager, stock broker, and financial advisor with over two decades of experience in the investment services industry. Andrew is dedicated to working closely with his clients to help them reach their financial goals, whether it be for retirement, education savings, or other objectives. He offers personalized investment solutions utilizing a range of financial tools such as mutual funds, stocks, bonds, annuities, and more. Born and raised in Idaho, Andrew is passionate about the outdoors and enjoys activities like hunting, fishing, and hiking in his free time. He holds a Bachelor of Science in Forests and Ecosystem Management from the University of Idaho and has a background in protecting state and national forests as a member of fire crews during his college years. Alongside his wife Jaimie and their two sons, Griffin and James, Andrew values spending quality family time together.

Brokers Xpress is a leading finance institution located at 8921 West Hackamore Drive in Boise, Idaho, United States. With a team of experienced brokers, we provide a wide range of financial services to help our clients achieve their investment goals. Whether you are looking to trade stocks, invest in mutual funds, or plan for retirement, our knowledgeable staff is here to assist you every step of the way. Visit Brokers Xpress today and let us help you navigate the world of finance with confidence.

Chris Crosby is a Financial Advisor at Ameriprise Financial Services, LLC located at 3295 West Elder Street in Boise, Idaho, United States. Chris holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Chris is dedicated to providing comprehensive financial planning services to individuals and small business owners, with a focus on asset management, retirement planning, estate planning, risk management, and investment strategies. Chris is committed to upholding the highest ethical standards and staying current with industry trends and regulations to best serve his clients. Contact Chris Crosby today for expert financial advice and personalized solutions tailored to your specific needs.

Kendra Maclean - Financial Advisor at Ameriprise Financial Services, LLC, located at 412 East Parkcenter Boulevard in Boise, Idaho, is a finance institution offering a range of services to meet the diverse needs of individuals and businesses. Kendra Maclean holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise and commitment to providing top-quality financial advice. With a focus on asset management, estate planning, retirement planning, and investment strategies, Kendra Maclean is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Kendra Maclean has the knowledge and skills to assist you in making informed financial decisions. Contact Kendra Maclean today to schedule a consultation and take the first step towards securing your financial future.

Byron Financial Group, located at 2449 South Vista Avenue in Boise, Idaho, is a trusted financial services firm founded by Andrew D. Byron in 2000. Our mission is to provide personalized financial advice to individuals and businesses, helping them achieve their long-term financial objectives. We offer educational programs to a variety of clients, including large corporations, private businesses, organizations, and associations, as well as one-on-one instruction. Please note that neither Cetera Advisor Networks LLC nor its representatives provide tax or legal advice, so it is recommended to consult with your own tax and legal advisors regarding your specific situation.

Scratch Capital is a finance institution located at 250 South 5th Street in Boise, Idaho, United States. We specialize in providing financial services and investment opportunities to individuals and businesses looking to grow and manage their wealth. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through strategic planning and personalized solutions. Whether you are looking to invest in the stock market, plan for retirement, or secure a loan, Scratch Capital is here to provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.

The Vorbeck Wealth Management Group - UBS Financial Services Inc. is a leading financial institution located at 1161 West River Street in Boise, Idaho, United States. With a team of experienced professionals, they provide comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, The Vorbeck Wealth Management Group offers personalized solutions tailored to each client's unique needs. Trustworthy and reliable, they are committed to delivering top-notch financial services to individuals and families looking to secure their financial future.

Casey Hay: Primerica - Financial Services is a reputable finance and insurance agency located at 6400 West Contractor Street in Boise, Idaho, United States. With a focus on providing top-notch financial services to individuals and families, Casey Hay and his team at Primerica are dedicated to helping clients achieve their financial goals. Whether it's retirement planning, investment strategies, or insurance coverage, the experts at Casey Hay: Primerica are committed to providing personalized solutions tailored to each client's unique needs. Trust Casey Hay: Primerica - Financial Services to guide you towards a secure financial future.

Jason Patterson - Morgan Stanley Financial Advisor is a reputable finance institution located at 101 South Capitol Boulevard in Boise, Idaho, United States. As a trusted financial advisor, Jason Patterson provides personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and wealth management, Jason Patterson is dedicated to helping individuals and families secure their financial future. Contact Jason Patterson - Morgan Stanley Financial Advisor today to schedule a consultation and take the first step towards financial success.

McConnell Financial Advisors is a leading finance institution located at 250 Bobwhite Court in Boise, Idaho, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and wealth management services. With a focus on long-term success and client satisfaction, McConnell Financial Advisors is committed to providing expert financial guidance and support to our valued clients. Contact us today to learn more about how we can help you secure your financial future.

Burke Lodge - Financial Advisor, Ameriprise Financial Services, LLC is a premier finance institution located at 3295 West Elder Street in Boise, Idaho, United States. Specializing in providing expert financial advice and services, Burke Lodge offers a range of certifications and designations to ensure that their advisors are equipped with the knowledge and skills needed to assist individuals with their asset management needs. From the AAMS™ certification to the Chartered Financial Analyst® designation, Burke Lodge advisors are highly trained professionals who adhere to ethical standards and stay up-to-date on the latest investment strategies and financial planning techniques. Whether you are a retiree, small business owner, or high net worth client, Burke Lodge has the expertise to help you achieve your financial goals. With a focus on personalized service and comprehensive financial planning, Burke Lodge is dedicated to helping clients make informed decisions and secure their financial future. Contact Burke Lodge - Financial Advisor, Ameriprise Financial Services, LLC today to schedule a consultation and start planning for a successful financial future.

Kevin James Wang, CFP, CEPA - UBS Financial Services Inc. is a leading financial institution located at 1161 West River Street in Boise, Idaho. Specializing in financial planning and wealth management, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide the highest level of expertise and guidance to our clients. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, Kevin James Wang and his team are here to help. Trust UBS Financial Services Inc. to help you secure your financial future.

Tim Mills - Financial Advisor at Ameriprise Financial Services, LLC, located in Boise, Idaho, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, Tim provides investment recommendations and portfolio management to help you achieve your financial objectives. Regular reviews and updates ensure your strategy remains aligned with your changing life circumstances. Access your accounts and track progress towards your goals securely from any device. Schedule a complimentary consultation to learn how Tim can assist you in reaching your financial aspirations. Please note that Tim may only conduct securities business in certain states where registered. Ameriprise Financial cannot guarantee future results, but is committed to helping you navigate the complexities of financial planning. Member FINRA and SIPC.

Edward Jones - Financial Advisor: Rae Shubin is a reputable financial institution located at 2302 North Bogus Basin Road in Boise, Idaho, United States. Specializing in providing personalized financial advice and services, Rae Shubin and her team are dedicated to helping clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Rae Shubin is committed to providing top-notch financial planning and investment solutions to individuals and families in the Boise area.

Sarah Ellen Brown, Financial Advisor - S.e.brown group, located at 3371 North Lakeharbor Lane, Boise, Idaho, United States, offers a range of financial services to help you take control of your finances. From budgeting tips to preparing for surprises, we provide valuable resources to help you feel secure and prepared for the future. Sarah Brown is licensed to sell insurance through New York Life Insurance Company and offers securities products through NYLIFE Securities LLC. As a Registered Representative and Financial Adviser, Sarah brings a thoughtful approach to your finances, ensuring you are prepared for life's unexpected events. S.E.BROWN GROUP is committed to helping you navigate your financial journey with confidence and peace of mind.

Cetera Wealth Partners is a finance institution located at 6154 North Meeker Place in Boise, Idaho, United States. They specialize in providing comprehensive wealth management services to help clients achieve their financial goals. With a team of experienced financial advisors, Cetera Wealth Partners offers personalized investment strategies, retirement planning, and risk management solutions. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Cetera Wealth Partners is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Currie Financial Group is a reputable finance institution located at 4700 North Cloverdale Road in Boise, Idaho, United States. With a strong commitment to providing personalized financial solutions, they offer a wide range of services including investment management, retirement planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Currie Financial Group today to see how they can help you navigate the complexities of the financial world.

Edward Jones - Financial Advisor: Scott M Dike, AAMS™ is a reputable financial institution located at 5983 West State Street in Boise, Idaho, United States. Scott M Dike, an Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a strong focus on building long-term relationships, Scott provides comprehensive financial planning, investment strategies, and retirement planning solutions. Whether you are looking to grow your wealth, plan for your future, or secure your retirement, Edward Jones - Financial Advisor: Scott M Dike, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Debra Riedel - Raymond James is a finance institution located at 950 West Bannock Street in Boise, Idaho, United States. Specializing in financial services, this institution offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, Debra Riedel - Raymond James provides expert advice and guidance to individuals and businesses looking to grow and protect their assets. Whether you are planning for retirement, saving for a major purchase, or seeking to build a diversified investment portfolio, this institution can provide the expertise and support you need to make informed financial decisions.

Mountain Pacific Investment is a finance institution located at 877 West Main Street in Boise, Idaho, United States. With a focus on providing expert financial services and investment opportunities, Mountain Pacific Investment is dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to delivering personalized solutions and top-notch customer service. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Mountain Pacific Investment is here to help you every step of the way. Visit us today to learn more about our services and how we can assist you in reaching your financial aspirations.

Perspective Wealth Partners is a leading finance institution located at 121 North 9th Street in Boise, Idaho. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to provide personalized financial solutions tailored to your individual needs. Trust Perspective Wealth Partners to guide you towards financial success and peace of mind.