Treasure Valley/Boise Metro Financial Advisors & Services

Morgan Stanley - King, Barrios, Bartlett, Duncan Group

439 E. Shore Dr., Ste. 100
Eagle, ID 83616

Mr. Brooks King

(208) 972-4004

Member Since: 2026

We are a team of dedicated investors and disciplined planners, fully committed to your financial success.

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Wells Fargo Advisors

101 S. Capitol Blvd., Ste. 700
Boise, ID 83702

Mr. Scott Johnson

(208) 338-1200

Member Since: 2011

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American Credit Acceptance

2487 W. Navigator Dr., Ste. 520
Meridian, ID 83642

Ms. Dana Gottman

(866) 441-0251

Member Since: 2021

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Echelon Group, Inc.

405 W. Myrtle St., Ste. 100
Boise, ID 83702

(208) 345-9944

Member Since: 1999

Echelon Group has 50+ combined years of experience specializing in personal wealth management and retirement planning.

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Clearwater Financial

P. O. Box 505
Eagle, ID 83616

Ms. Christine Stoll

(208) 800-9689

Member Since: 2024

Clearwater Financial is a municipal advisory firm dedicated to the success of our clients and responsibly growing their communities. We help individuals and governments achieve their potential.

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Silveria Wealth Group, LLC

217 S. 11th St.
Boise, ID 83702

Casey Silveria

(208) 994-5676

Member Since: 2025

Fiduciary Financial Planning and Investment Management.

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Fiduciary Financial Group

2601 N. Bogus Basin Rd.
Boise, ID 83702

Mr. Richard Davey

(208) 957-6922

Member Since: 2024

Integrated Tax Preparation, Tax Planning, and Portfolio Management

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Hoeven Wealth, LLC

Boise, ID 83702

Mr. Brennain van der Hoeven

(208) 495-4123

Member Since: 2026

Helping built environment engineers transform business equity and succession planning into long-term financial security.

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Edward Jones - Bryan Dike

345 Caldwell Blvd., Ste. 101
Nampa, ID 83651

Mr. Bryan Dike

(208) 994-6970

Member Since: 2025

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MassMutual Idaho

3540 E. Longwing Ln., Ste. 210
Meridian, ID 83646

Ms. Andrea Legarreta

(208) 364-0500

Member Since: 2008

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Wood Tarver Financial

3232 E. Barber Valley Dr.
Boise, ID 83716

Mr. Eric Tarver

(208) 343-2001

Member Since: 2024

Wealth Management Firm

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Northwestern Mutual

MJC Agency, LLC
1111 W. Jefferson St., Ste. 540
Boise, ID 83702

Mr. Mike Craythorne

(208) 383-0210

Member Since: 1979

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Freedom Fiduciaries

250 S. 5th St., Ste. 680
Boise, ID 83702

Mr. Shane Hanson

(208) 900-4331

Member Since: 2023

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Prosperitas Financial

11390 N. 11th Way
Boise, ID 83714

Mr. Kieran Wong

(208) 203-0435

Member Since: 2021

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If your business isn't here, contact us today to get listed!

Treasure Valley/Boise Metro Financial Advisors & Services .wc-legacyPageTitle, .GeneralHeader, .HeaderStyle1, #wc-eventDetailsPageTitle, #wc-eventRegistrationPageTitle { display: none!important; }

Treasure Valley/Boise Metro Financial Advisors & Services

Treasure Valley/Boise Metro Financial Advisors & Services