Best Financial Advisors in Eagle, ID

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List of Firms

Eagle, ID Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: Kyle Fisher
Location 839 E Winding Creek Dr STE 200, Eagle, ID 83616, USA
Phone (208) 938-1690
Directions
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Erin M. Harmon - RBC Wealth Management Financial Advisor
Location 661 S Rivershore Ln Suite 200, Eagle, ID 83616, USA
Phone (208) 725-5313
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Family Tree Financial
Location 379 E Shore Dr #110, Eagle, ID 83616, USA
Phone (208) 385-0739
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RBC Wealth Management Branch - Boise
Location 661 S Rivershore Ln Suite 200, Eagle, ID 83616, USA
Phone (208) 433-1400
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Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 108 E Plz St, Eagle, ID 83616, USA
Phone (208) 938-1316
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Alturas Wealth Management, LLC
Location 842 E Winding Creek Dr, Eagle, ID 83616, USA
Phone (208) 991-8789
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Dillon Financial Planning
Location 1159 E Iron Eagle Dr, Eagle, ID 83616, USA
Phone (208) 336-7503
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Edward Jones - Financial Advisor: Grant D Gibson, CFP®
SEC File# 801-3297
CRD# 250
Location 600 S Rivershore Ln Ste 100, Eagle, ID 83616, USA
Phone (208) 939-0891
Directions
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4c Financial Group
5 out of 5
Location 46 E Eagle River St #100, Eagle, ID 83616, USA
Phone (208) 890-3700
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David Richardson - RBC Wealth Management Financial Advisor
Location 661 S Rivershore Ln Suite 200, Eagle, ID 83616, USA
Phone (208) 389-5709
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David Sanna - RBC Wealth Management Financial Advisor
Location 661 S Rivershore Ln Suite 200, Eagle, ID 83616, USA
Phone (208) 389-5706
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FSM Wealth (formerly Castlebury Financial Advisors)
5 out of 5
Location 971 E Winding Creek Dr, Eagle, ID 83616, USA
Phone (208) 955-8255
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Finley Davis Financial Group
Location 1036 E Iron Eagle Dr #105, Eagle, ID 83616, USA
Phone (866) 485-4635
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Edward Jones - Financial Advisor: David E Heffernan, AAMS™|CRPC®
Location 12 N Echohawk Way Suite 101, Eagle, ID 83616, USA
Phone (208) 938-9687
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AXA Advisors
Location 776 E Riverside Dr #202, Eagle, ID 83616, USA
Phone (208) 321-7001
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Jeffrey A. Souza - RBC Wealth Management Branch Director
Location 661 S Rivershore Ln Suite 200, Eagle, ID 83616, USA
Phone (208) 389-5712
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Schindler Wealth Management
Location 1119 E State St Suite 100, Eagle, ID 83616, USA
Phone (208) 202-2960
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Sager CPA and Advisors
5 out of 5
Location 90 W Cottonwood Ct STE 150, Eagle, ID 83616, USA
Phone (208) 939-6029
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Financial Advisors in Eagle, ID

Where Certified Financial Advisors in Eagle, ID Serve

Eagle, ID is a charming city located in the Treasure Valley region of Idaho. It boasts of several landmarks such as the Eagle Island State Park, a popular spot for outdoor enthusiasts, and the Eagle Historical Museum and Archives, which showcases the city's rich history. The city is also home to top employers like St. Luke's Health System and the West Ada School District, providing ample job opportunities for residents. Major highways and streets that run through Eagle include State Highway 44 and Eagle Road, making transportation convenient and accessible. The city is divided into several neighborhoods, each with its own unique character, such as the luxurious Two Rivers and the family-friendly Legacy. With its diverse offerings and vibrant community, Eagle, ID is a city worth exploring.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Eagle, ID have a variety of banking options available to them. The most common ways that they would be serviced by banks include personal checking and savings accounts, loans for homes and vehicles, and investment opportunities. One thing that sets Eagle apart is the strong sense of community among its residents. Many banks in the area offer local banking options, which allows residents to support their community while also receiving personalized service. Additionally, with the city's growing population and thriving economy, banks in Eagle are constantly adapting to meet the changing needs of their customers.

Insurance Broker

Residents of Eagle, ID can benefit from the expertise of an insurance broker in many ways. For example, an insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best fits their unique needs. This is especially important in Eagle, ID, where residents face a variety of risks, such as wildfires, floods, and other natural disasters. An insurance broker can also help residents save money by finding the most affordable policies and identifying discounts and other cost-saving opportunities. Additionally, an insurance broker can provide valuable advice and guidance on how to file claims and navigate the claims process in the event of an accident or other unexpected event. Overall, an insurance broker can be an invaluable resource for residents of Eagle, ID, helping them protect their assets and achieve peace of mind.

Retirement Planning

Residents of Eagle, ID can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the specific needs and goals of each individual. For residents of Eagle, ID, this may include planning for the high cost of healthcare in the area, as well as factoring in the unique tax laws and regulations of Idaho. A retirement planner can also help residents of Eagle, ID navigate the complex world of Social Security and Medicare, ensuring that they are maximizing their benefits and making informed decisions about their retirement. With the help of a retirement planner, residents of Eagle, ID can feel confident and secure in their financial future.

Wealth Management

Residents of Eagle, ID can benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways is by helping them plan for retirement. With the cost of living in Eagle being higher than the national average, it's important for residents to have a solid retirement plan in place to ensure they can maintain their lifestyle in their golden years. A wealth manager can help residents create a personalized retirement plan that takes into account their unique financial situation and goals. Additionally, with the tech industry booming in nearby Boise, many residents may have stock options or other investments tied to their employment. A wealth manager can provide guidance on how to best manage these assets and maximize their growth potential. Overall, a wealth manager can provide valuable financial advice and peace of mind to residents of Eagle, ID.

Mortgage Loan Officer

Residents of Eagle, ID can benefit greatly from the assistance of a mortgage loan officer. These professionals can provide guidance and support throughout the home buying process, helping residents secure the funding they need to purchase their dream home. In Eagle, ID, where the housing market can be competitive, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, ensuring that they receive the best possible terms and rates. They can also assist with refinancing existing mortgages, helping residents save money and improve their financial situation. With the help of a mortgage loan officer, residents of Eagle, ID can achieve their homeownership goals and build a better future for themselves and their families.

Tax Services

Residents of Eagle, ID can benefit greatly from the expertise of a tax advisor. A tax advisor can help residents navigate the complex tax laws and regulations specific to Idaho, ensuring that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can help residents understand how recent changes to the tax code may impact their financial situation. For example, residents of Eagle, ID may be interested in the state's property tax relief program, which provides a reduction in property taxes for eligible homeowners. A tax advisor can help residents determine if they qualify for this program and how to apply for it. Overall, a tax advisor can provide valuable guidance and assistance to residents of Eagle, ID looking to maximize their tax savings and minimize their tax burden.

Estate Planning Lawyer

Residents of Eagle, ID can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Eagle is by creating a comprehensive estate plan that takes into account the unique laws and regulations of Idaho. For example, Idaho has specific laws regarding community property and spousal rights, which an estate planning lawyer can navigate to ensure that a resident's assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents of Eagle minimize their tax liability and avoid probate court, which can be a time-consuming and costly process. With the help of an estate planning lawyer, residents of Eagle can have peace of mind knowing that their assets are protected and their wishes will be carried out.

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