Best Financial Advisors in Bonneville County, ID

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List of Firms

Bonneville County, ID Fiduciary Financial Advisors

Merrill Lynch Wealth Management

5 out of 5

Location 560 S Woodruff Ave, Idaho Falls, ID 83401, USA
Phone (208) 525-5211
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
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
Mark Young - Raymond James

5 out of 5

Location 450 B St, Idaho Falls, ID 83402, USA
Phone (208) 523-7900
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
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
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
Financial Advisors | U.S. Bancorp Investments
Location 330 Shoup Ave, Idaho Falls, ID 83402, USA
Phone (208) 525-1668
Financial Advisors | U.S. Bancorp Investments
Location 1555 W Broadway St, Idaho Falls, ID 83402, USA
Phone (208) 535-8282
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
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
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
Wealth Wave Financial :: Jon Cline -

5 out of 5

Location 980 John Adams Pkwy, Idaho Falls, ID 83401, USA
Phone (208) 557-0101
3 Peaks Financial
Location 2677 E 17th St STE 100, Ammon, ID 83406, USA
Phone (208) 881-5505
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
Terry Baker Investments LLC

4 out of 5

Location 715 Castlerock Ln, Idaho Falls, ID 83404, USA
Phone (208) 524-5080
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
John Nolan - Thrivent
Location 2539 Channing Way Ste 300, Idaho Falls, ID 83404, USA
Phone (208) 522-6533
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
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
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
Rocky Point Investments Llc
Location 5385 E Skidmore Dr, Idaho Falls, ID 83406, USA
Phone (208) 542-5472
Merrill Lynch Wealth Management Advisor Leslie M Grigg
Location 560 S Woodruff Ave, Idaho Falls, ID 83401, USA
Phone (208) 525-5242
provident financial advisors
Location 158 Birch St, Shelley, ID 83274, USA
Phone (208) 630-4386
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
Teton Peaks Investment
Location 2777 W 17th N, Idaho Falls, ID 83402, USA
Phone (208) 522-6324
BKP Financial LLC
Location 204 Hartert Dr, Idaho Falls, ID 83404, USA
Phone (208) 529-6867
Park Avenue Advisors

5 out of 5

Location 591 Park Ave #302, Idaho Falls, ID 83402, USA
Phone (208) 369-2088
Wilson Financial Services Inc

5 out of 5

Location 2556 Parkview Ln, Idaho Falls, ID 83404, USA
Phone (208) 522-2958
Summit Professional Advisers
SEC File# 801-111055
CRD# 158043
Location 3400 Merlin Dr, Idaho Falls, ID 83404, USA
Canavan Wealth
Location 1530 Elk Creek Dr, Idaho Falls, ID 83404, USA
Phone (208) 534-7659
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
Preferred Retirement Options

5 out of 5

Location 3456 E 17th St Suite 260, Ammon, ID 83406, USA
Phone (208) 521-2957
Fresh Air Financial
SEC File# 801-113971
CRD# 160381
Location 440 N Capital Ave, Idaho Falls, ID 83402, USA
Phone (208) 881-8614
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
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
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
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
Ralph Perez - Raymond James
Location 2225 W Broadway St, Idaho Falls, ID 83402, USA
Phone (208) 552-1993
Small Taters Investment Club Llp
Location 248 Croft Dr, Idaho Falls, ID 83401, USA
Phone (208) 524-1952
Alliant Financial Group
Location 581 Caribou St D, Rigby, ID 83442, USA
Phone (208) 745-7100
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
Image of Bonneville County, ID
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About Bonneville County, ID

Bonneville County is located in the eastern part of Idaho and is home to the city of Idaho Falls. The county is bisected by the Snake River and is largely rural, with a few small towns scattered throughout. Some of the county's landmarks include the Idaho Falls Temple of The Church of Jesus Christ of Latter-day Saints, the Upper Salmon Falls Dam, and the Grand Teton National Park. The largest employers in Bonneville County are the U.S. Government, Walmart, and Idaho Power. Major highways in the county include Interstate 15 and U.S. Highway 20. The neighborhoods in Bonneville County vary widely in terms of size and demographics, but most are small towns or rural areas.

Where Certified Financial Advisors in Bonneville County, ID Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Bonneville County, Idaho can avail a variety of banking services from local banks. Services offered include checking and savings accounts, loans, mortgages, and credit cards. In addition to these standard products and services, many banks also offer online banking and mobile banking options for added convenience.

Insurance Broker

Residents of Bonneville County, ID can benefit from the services of insurance brokers. These professionals can help residents find the best rates on car, health, and homeowners insurance. They can also provide advice on choosing the right policies for each individual's needs.

Retirement Planning

Bonneville County, ID residents can benefit from the help of a financial advisor when it comes to retirement planning. Financial advisors have the knowledge and experience to create a plan that will best suit your needs, and they can help you make sure that you are on track to meet your retirement goals. They can also provide guidance if you find yourself in a difficult financial situation.

Wealth Management

Bonneville County, ID residents have a unique opportunity to take advantage of wealth management services in order to protect their hard-earned money and grow it for the future. Wealth management is a process that helps individuals and families make the most of their money by creating a plan that takes into account all aspects of their financial situation. A good wealth manager will work with you to set realistic goals and create a plan that will help you reach them.

Estate Planning Lawyer

If you're one of the many Bonneville County, ID residents who hasn't yet created an estate plan, a qualified estate planning lawyer can help. Estate planning is the process of organizing your assets and appointing someone to manage them in case something happens to you. Without an estate plan, your loved ones will have to go through a lengthy and expensive legal process to settle your affairs. An estate planning lawyer can help you create a plan that fits your specific needs and meets all state and federal requirements. They can also help you choose the right executor or trustee for your plan.

Mortgage Loan Officer

Mortgage loan officers can help Bonneville County, ID residents by providing them with the best home loan rates and products available. They can also help residents secure mortgages, refinance their mortgages, and get the best deals on home loans. In addition, mortgage loan officers can offer advice on how to improve one's credit score so that they may be eligible for better interest rates in the future.

Tax Services

Tax accountants can help Bonneville County, ID residents in a number of ways. For one, they can help residents prepare their tax returns. This is important because it can help them get the biggest refund possible. Additionally, tax accountants can help Bonneville County, ID residents plan for their taxes throughout the year. This is important because it can help them save money on their taxes. Finally, tax accountants can also help Bonneville County, ID residents with audits and other legal issues related to taxes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Bonneville County, ID