Best Financial Advisors in Bonneville County, ID

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List of Firms

Bonneville County, ID Fiduciary Financial Advisors

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Merrill Lynch Wealth Management
5 out of 5
Location 560 S Woodruff Ave, Idaho Falls, ID 83401, USA
Phone (208) 525-5211
Directions
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Edward Jones - Financial Advisor: Lisa E Casper
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2054 Jennie Lee Dr, Idaho Falls, ID 83404, USA
Phone (208) 528-7258
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
Directions
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Edward Jones - Financial Advisor: Mike Silver, AAMS™
SEC File# 801-3297
CRD# 250
3 out of 5
Location 901 Pier View Dr Suite 102, Idaho Falls, ID 83402, USA
Phone (208) 529-3635
Directions
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provident financial advisors
Location 158 Birch St, Shelley, ID 83274, USA
Phone (208) 630-4386
Directions
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James Wright - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 950 Pier View Dr ste c, Idaho Falls, ID 83402, USA
Phone (208) 523-9900
Directions
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BKP Financial LLC
Location 204 Hartert Dr, Idaho Falls, ID 83404, USA
Phone (208) 529-6867
Directions
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Preferred Retirement Options
5 out of 5
Location 3456 E 17th St Suite 260, Ammon, ID 83406, USA
Phone (208) 521-2957
Directions
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Nate Rydalch - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3436 S 25th E, Idaho Falls, ID 83404, USA
Phone (208) 478-3300
Directions
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Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 3417 Merlin Dr, Idaho Falls, ID 83404, USA
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 2:00 PM Saturday: Closed Sunday: Closed
Directions
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Mark Young - Raymond James
5 out of 5
Location 450 B St, Idaho Falls, ID 83402, USA
Phone (208) 523-7900
Directions
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Edward Jones - Financial Advisor: Todd W Carey
SEC File# 801-3297
CRD# 250
5 out of 5
Location 550 W Sunnyside Rd Suite 5, Idaho Falls, ID 83402, USA
Phone (208) 522-1600
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Joe Haan
SEC File# 801-3297
CRD# 250
Location 3387 S Holmes Ave, Idaho Falls, ID 83404, USA
Phone (208) 522-6450
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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3 Peaks Financial
Location 2677 E 17th St STE 100, Ammon, ID 83406, USA
Phone (208) 881-5505
Directions
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Terry Baker Investments LLC
4 out of 5
Location 715 Castlerock Ln, Idaho Falls, ID 83404, USA
Phone (208) 524-5080
Directions
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Edward Jones - Financial Advisor: Matthew W Rice
SEC File# 801-3297
CRD# 250
Location 761 S Woodruff Ave, Idaho Falls, ID 83401, USA
Phone (208) 524-1303
Directions
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Rocky Point Investments Llc
Location 5385 E Skidmore Dr, Idaho Falls, ID 83406, USA
Phone (208) 542-5472
Directions
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Wilson Financial Services Inc
5 out of 5
Location 2556 Parkview Ln, Idaho Falls, ID 83404, USA
Phone (208) 522-2958
Directions
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Edward Jones - Financial Advisor: Jim Stenbeck
SEC File# 801-3297
CRD# 250
1 out of 5
Location 1498 Midway Ave Ste 1, Ammon, ID 83406, USA
Phone (208) 522-6538
Directions
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Fresh Air Financial
SEC File# 801-113971
CRD# 160381
Location 440 N Capital Ave, Idaho Falls, ID 83402, USA
Phone (208) 881-8614
Directions
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Keystone Financial Strategies, Inc.
SEC File# 801-69138
CRD# 135288
5 out of 5
Location 3340 Merlin Dr #100, Idaho Falls, ID 83404, USA
Phone (208) 390-1894
Directions
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Edward Jones - Financial Advisor: Maury Miller, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 923 S Utah Ave, Idaho Falls, ID 83402, USA
Phone (208) 523-2544
Directions
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Edward Jones - Financial Advisor: Scott Burnside
SEC File# 801-3297
CRD# 250
Location 761 S Woodruff Ave, Idaho Falls, ID 83401, USA
Phone (208) 524-1303
Directions
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Scott Craven - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 950 Pier View Dr ste c, Idaho Falls, ID 83402, USA
Phone (208) 523-9900
Directions
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Financial Advisors | U.S. Bancorp Investments
Location 330 Shoup Ave, Idaho Falls, ID 83402, USA
Phone (208) 525-1668
Directions
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Financial Advisors | U.S. Bancorp Investments
Location 1555 W Broadway St, Idaho Falls, ID 83402, USA
Phone (208) 535-8282
Directions
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Wealth Wave Financial :: Jon Cline -
5 out of 5
Location 980 John Adams Pkwy, Idaho Falls, ID 83401, USA
Phone (208) 557-0101
Directions
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John Nolan - Thrivent
Location 2539 Channing Way Ste 300, Idaho Falls, ID 83404, USA
Phone (208) 522-6533
Directions
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Edward Jones - Financial Advisor: Damon P Ridley, CRPS®
SEC File# 801-3297
CRD# 250
4 out of 5
Location 2539 Channing Way Suite #200, Idaho Falls, ID 83404, USA
Phone (208) 552-2509
Directions
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Edward Jones - Financial Advisor: Kevin C King, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1610 Elk Creek Dr, Idaho Falls, ID 83404, USA
Phone (208) 524-5296
Directions
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Canavan Wealth
Location 1530 Elk Creek Dr, Idaho Falls, ID 83404, USA
Phone (208) 534-7659
Directions
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Ralph Perez - Raymond James
Location 2225 W Broadway St, Idaho Falls, ID 83402, USA
Phone (208) 552-1993
Directions
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Edward Jones - Financial Advisor: Cutler D Gneiting
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2054 Jennie Lee Dr, Idaho Falls, ID 83404, USA
Phone (208) 528-7258
Directions
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Edward Jones - Financial Advisor: Zack Excell, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 970 Pier View Dr Suite A, Idaho Falls, ID 83402, USA
Phone (208) 522-3378
Time Monday: 7:00 AM – 5:00 PM Tuesday: 7:00 AM – 5:00 PM Wednesday: 7:00 AM – 5:00 PM Thursday: 7:00 AM – 5:00 PM Friday: 7:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Onyx Financial Advisors: Aaron B Sautter, MAcc, CPA/PFS, CFP®
SEC File# 801-107355
CRD# 134881
Location 2400 E 25th St, Idaho Falls, ID 83404, USA
Phone (208) 522-6400
Directions
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Merrill Lynch Wealth Management Advisor Leslie M Grigg
Location 560 S Woodruff Ave, Idaho Falls, ID 83401, USA
Phone (208) 525-5242
Directions
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Teton Peaks Investment
Location 2777 W 17th N, Idaho Falls, ID 83402, USA
Phone (208) 522-6324
Directions
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Park Avenue Advisors
5 out of 5
Location 591 Park Ave #302, Idaho Falls, ID 83402, USA
Phone (208) 369-2088
Directions
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Summit Professional Advisers
SEC File# 801-111055
CRD# 158043
Location 3400 Merlin Dr, Idaho Falls, ID 83404, USA
Directions
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Edward Jones - Financial Advisor: Justin Tawzer
SEC File# 801-3297
CRD# 250
5 out of 5
Location 291 W Main St, Rigby, ID 83442, USA
Phone (208) 745-6428
Directions
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Edward Jones - Financial Advisor: Trevor A Rice, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3417 Merlin Dr, Idaho Falls, ID 83404, USA
Phone (208) 542-0491
Directions
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Small Taters Investment Club Llp
Location 248 Croft Dr, Idaho Falls, ID 83401, USA
Phone (208) 524-1952
Directions
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Alliant Financial Group
Location 581 Caribou St D, Rigby, ID 83442, USA
Phone (208) 745-7100
Directions
Financial Advisors in Bonneville County, ID

Where Certified Financial Advisors in Bonneville County, ID Serve

Bonneville County, ID is a dynamic and vibrant community bursting with landmarks, top employers, major highways and streets, and diverse neighborhoods. From the iconic Idaho Falls Temple to the majestic Snake River, Bonneville County is home to a plethora of stunning landmarks that attract visitors from all over the world. The county is also home to top employers such as Melaleuca, Eastern Idaho Regional Medical Center, and the Idaho National Laboratory, providing ample job opportunities for its residents. With major highways and streets such as I-15, US-20, and Sunnyside Road, Bonneville County boasts easy accessibility and convenient transportation. The county's neighborhoods are equally diverse, ranging from the historic Old Town district to the modern and upscale developments of Ammon and Idaho Falls. Whether you're a visitor or a resident, Bonneville County offers something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Bonneville County, ID are serviced by banks in a variety of ways. One of the most common ways is through traditional brick-and-mortar branches, which can be found throughout the county. These branches offer a range of services, including checking and savings accounts, loans, and investment products. In addition to traditional branches, many banks in Bonneville County also offer online and mobile banking options, allowing residents to manage their finances from the comfort of their own homes. One thing that sets Bonneville County apart is its thriving agriculture industry, and many banks in the area offer specialized agricultural lending services to support local farmers and ranchers.

Insurance Broker

Residents of Bonneville County, ID can benefit greatly from the services of an insurance broker. Insurance brokers can help residents navigate the complex world of insurance, and find the best policies to suit their individual needs. In Bonneville County, where severe weather events such as hailstorms and floods are common, insurance brokers can help residents find policies that provide adequate coverage for these types of events. Additionally, insurance brokers can help residents find policies that cover the unique risks associated with living in a rural area, such as liability for accidents involving livestock or farm equipment. Overall, an insurance broker can help residents of Bonneville County find peace of mind by ensuring that they are adequately protected against unforeseen events.

Retirement Planning

Residents of Bonneville County, ID can benefit greatly from the expertise of a retirement planner. One of the most common ways a retirement planner can help is by providing guidance on how to save for retirement, especially for those who may not have access to employer-sponsored retirement plans. Bonneville County is home to many small businesses and self-employed individuals who may need help setting up individual retirement accounts (IRAs) or other retirement savings plans. A retirement planner can also assist with creating a retirement income plan, taking into account factors such as Social Security benefits and potential healthcare costs. With the cost of living in Bonneville County being slightly higher than the national average, having a solid retirement plan in place can provide peace of mind and financial security for residents.

Wealth Management

Residents of Bonneville County, ID could benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing personalized financial planning advice for individuals and families. This can include creating a budget, setting financial goals, and developing a long-term investment strategy. Additionally, a wealth manager can assist with retirement planning, estate planning, and tax planning. In Bonneville County specifically, where the cost of living is slightly higher than the national average, a wealth manager can help residents navigate the financial challenges of living in a more expensive area. They can also provide guidance on how to invest in the local economy and take advantage of any unique investment opportunities in the area. Overall, a wealth manager can provide valuable assistance and peace of mind to residents of Bonneville County as they navigate their financial futures.

Mortgage Loan Officer

Residents of Bonneville County, ID can benefit greatly from the services of a mortgage loan officer. One of the most common ways a loan officer can help is by assisting with the purchase of a home. Bonneville County is home to many families and individuals who are looking to buy their first home or upgrade to a larger one. A loan officer can guide them through the process of obtaining a mortgage, explaining the different types of loans available and helping them choose the one that best fits their needs and budget. Additionally, a loan officer can help residents who are struggling to make their mortgage payments by offering refinancing options or loan modifications. With the help of a knowledgeable loan officer, residents of Bonneville County can achieve their dreams of homeownership and secure their financial future.

Tax Services

Residents of Bonneville County, ID could benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can assist residents is by helping them navigate the complex tax laws and regulations specific to Idaho. For example, Bonneville County is home to many small businesses, and a tax advisor can help these business owners understand their tax obligations and maximize their deductions. Additionally, Bonneville County has a large population of retirees, and a tax advisor can help these individuals navigate the unique tax implications of retirement income and Social Security benefits. Overall, a tax advisor can provide valuable guidance and support to residents of Bonneville County, helping them to make informed decisions and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Bonneville County, ID can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that outlines how a person's assets will be distributed after their passing. This is especially important in Bonneville County, as it has a higher than average percentage of elderly residents, many of whom may have significant assets to pass down to their heirs. Additionally, an estate planning lawyer can assist with creating trusts, establishing powers of attorney, and ensuring that all legal documents are in order to avoid any potential disputes or legal challenges down the line. Overall, an estate planning lawyer can provide peace of mind and help ensure that a person's wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Bonneville County, ID