Best Financial Advisors in Ada County, ID

We did the hard work of finding trustworthy partners in Ada County, ID. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Ada County, ID Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Tom Caperon
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1110 N Five Mile Rd Suite 300, Boise, ID 83713, USA
Phone (208) 314-7595
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Jason P Owens, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2394 E Gowen Rd, Boise, ID 83716, USA
Phone (208) 338-3842
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Legacy Financial Advisors, Inc.
SEC File# 801-72637
CRD# 158675

5 out of 5

Location 1450 S Eagle Flight Way #110, Boise, ID 83709, USA
Phone (208) 465-0033
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Financial Planning Services, LLC
SEC File# 801-119824
CRD# 311146

5 out of 5

Location 3601 N Lakeharbor Ln, Boise, ID 83703, USA
Phone (208) 853-4600
Time Monday: 8:30 AM – 4:00 PM Tuesday: 8:30 AM – 4:00 PM Wednesday: 8:30 AM – 4:00 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 3:30 PM Saturday: Closed Sunday: Closed
Table Rock Financial Planning
Location 2235 Elderberry Pl, Boise, ID 83706, USA
Phone (208) 629-2349
Idaho Farm Bureau Financial Services

4 out of 5

Location 1250 S Allante Ave, Boise, ID 83709, USA
Phone (208) 947-2521
Taylor Kerry
Location 1141 S Allante Ave # 102, Boise, ID 83709, USA
Phone (208) 343-4141
AIO Fee Only Financial Advisors
Location 800 W Main St #1460, Boise, ID 83702, USA
Phone (208) 408-0377
Great Northern Financial Services
Location 8923 W Ardene St, Boise, ID 83709, USA
Phone (208) 853-3800
The Helmstar Group
SEC File# 801-108320
CRD# 145074

5 out of 5

Location 250 S 5th St #600, Boise, ID 83702, USA
Phone (208) 429-0800
Chris Crosby - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8781 W Ardene St Ste 101, Boise, ID 83709, USA
Phone (208) 938-4416
Justin Samples - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 8781 W Ardene St Ste 101, Boise, ID 83709, USA
Phone (208) 938-4416
Robert Schelling - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8781 W Ardene St Ste 101, Boise, ID 83709, USA
Phone (208) 391-7862
Edward Jones - Financial Advisor: Brad Grooms
SEC File# 801-3297
CRD# 250

5 out of 5

Location 10540 W Business Park Ln, Boise, ID 83709, USA
Phone (208) 322-7352
Edward Jones - Financial Advisor: David Augusto, AAMS™
SEC File# 801-3297
CRD# 250
Location 9050 W Overland Rd Ste 125, Boise, ID 83709, USA
Phone (208) 362-3299
D.A. Davidson & Co.
Location U.S. Bank Plaza, 101 S Capitol Blvd # 1800, Boise, ID 83702, USA
Phone (208) 388-4200
Edward Jones - Financial Advisor: Don LeFave Jr
SEC File# 801-3297
CRD# 250
Location 10540 W Business Park Ln, Boise, ID 83709, USA
Phone (208) 322-7352
Treasure Valley Financial Planning
SEC File# 801-111778
CRD# 170602

5 out of 5

Location 1542 S Timesquare Ln Ste 102, Boise, ID 83709, USA
Phone (208) 789-0888
Idaho Medical Association Financial Services
SEC File# 801-68446
CRD# 142205

5 out of 5

Location 305 W Jefferson St #104, Boise, ID 83702, USA
Phone (208) 504-1736
Starlifter Wealth Management

5 out of 5

Location 1550 S Cloverdale Rd #307, Boise, ID 83709, USA
Phone (208) 841-5678
Image of Ada County, ID
Image from Google Maps

About Ada County, ID

Ada County is located in southwestern Idaho and is the most populous county in the state. The county seat is Boise, which is also the largest city in Idaho. Some of the other major cities in Ada County include Meridian, Nampa, and Garden City. The economy of Ada County is largely based on agriculture, with potatoes and dairy products being some of the top crops. There are also a number of major employers in the county, including Micron Technology, Hewlett-Packard, and Saint Alphonsus Regional Medical Center. Additionally, several major highways and streets run through Ada County, including Interstate 84 and State Route 55. There are also a number of neighborhoods located in the county, including West Boise, Southeast Boise, and Meridian.

Where Certified Financial Advisors in Ada County, ID Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Ada County, ID residents have several banking options to choose from. Each bank offers different services, making it important for residents to compare the services offered by each before deciding on a bank. Some of the most common services offered by banks include checking and savings accounts, loans, mortgages, and credit cards. Additional services may include online banking, bill pay, and mobile banking. Residents should review each bank's website to learn more about the specific services they offer.

Insurance Broker

Ada County, ID residents need the help of insurance brokers to find the best policies for their needs. Insurance brokers have the knowledge and experience to help people in Ada County, ID find the right insurance policy for them. They can also help people save money on their premiums.

Retirement Planning

Financial advisors can help Ada County, ID residents with retirement planning by helping them to create a budget and plan for their future. Advisors can also help residents to save money and invest in their future. By working with an advisor, residents can feel more confident that they are making the right choices for their retirement.

Wealth Management

Ada County, Idaho is a rapidly growing county that is in need of wealth management services. Wealth management can help Ada County residents by providing them with financial planning and investment advice. Wealth management can also help residents save money and grow their assets.

Estate Planning Lawyer

Estate planning lawyers can help Ada County, ID residents protect their assets and plan for the future.Estate planning is the process of organizing your financial affairs in the event of your death. This includes creating a will, setting up trusts, and naming beneficiaries.If you live in Ada County, ID, it is important to have an estate plan in place. The laws governing estate planning are complex, and without the help of a lawyer, you may not be able to protect your assets or provide for your loved ones after you die.An estate planning lawyer can help you create an effective plan that meets your specific needs and goals. They can also advise you on how to avoid common pitfalls and mistakes. Contact a local law firm today to schedule a consultation.

Mortgage Loan Officer

Mortgage loan officers in Ada County, ID can help residents by providing them with the best mortgage options available. They can also help residents understand the mortgage process, and they can provide advice on how to get the best mortgage rates. In addition, mortgage loan officers can help residents find the right loan for their needs, and they can assist them in getting the best deal possible on a mortgage.

Tax Services

Residents of Ada County, ID can benefit from the help of a tax accountant. A good tax accountant can help residents save money on their taxes, and can also provide helpful advice on how to reduce their taxable income. In addition, a good tax accountant can keep up with the ever-changing tax laws, so that residents are always in compliance with the law.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Ada County, ID