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Harris

(32)

Audit
Nonprofit
Health

“Harris has guided us through our annual audits for the last three years and has dealt with exchange rates, language and translation issues and many other challenges to provide us an accurate, detailed, and clear pictures of our annual finances.”

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Treasure Valley Financial Planning

(49)

Retirement
Decisions
Team

“Their services include will and trust services, prepare your taxes and give tax advice, while also doing the most important part of financial planning which is of course growing your money for retirement.”

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Hurst and Company

(3)

“He has taken the time to work with and explain accounting tools to us that have helped our family business.”

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Spark Accounting Solutions

(18)

Team

“They handle payroll, QBO and all tax needs, it's great knowing that side of my business is always taken care of and they are always available to help.”

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Stewart & Associates P.A.

(19)

Financial

“If you're in search of a dedicated partner to collaborate with you and your company, implementing best practices in accounting and bookkeeping to maximize profits and minimize taxes, I wholeheartedly endorse Stephanie and her team at Stewart & Associ...”

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Desert Rose Capital Management

(5)

Company

“First Class organization where clients come first and all business is done with the clients best interest in mind!!”

FAQs

What significance can using an IOP make on my account?

Among other benefits, the results can be more money, less risk, increased diversity, more income and more flexibility than holding the actual shares of stock.

How can an IOP improve my performance by so much?

Added interest, improved tax structure, lower fees and limited losses can all contribute to the performance of an IOP. Results will vary, but the risks and potential benefits are known and evaluated ahead of time.

Is an IOP risky?

One of the main purposes of structuring investments with an IOP is to significantly lower your current risk while maintaining, and in most cases, enhancing performance. We use options in very controlled, conservative ways that limit losses and reduce overall risk.

How much does an IOP cost?

We are confident in the value we bring to your portfolio and are passionate about improving its performance. If you do not feel like you are better off by having your investments managed by Desert Rose Capital Management, let us know and we will waive the fees in your account for the previous quarter. Because of this satisfaction guarantee, your fees may range from $0 to 2% or somewhere in between depending on the size, complexity and customization of your portfolio.

How does an IOP compare to a regular portfolio in bull or bear markets?

In bull markets, the performance of an IOP is generally enhanced when compared to traditional investing. In bear markets, especially in extremely bear markets, your IOP account should significantly outperform a traditional, stock ownership type portfolio. With an IOP, bear markets can actually be very beneficial, especially for long term investors.

More detailed information is available on the FAQ page of our website.

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The 24 firms listed for Meridian, ID provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Meridian, ID

All 24 firms we list here are in Meridian itself. We have 25 firms in Meridian on file; this page shows the highest-rated 24. 17 of the firms on this page have a rating, from 4.3 to 5.0 across 231 reviews; 1 has 50 or more reviews and 15 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (91%), responsiveness (85%) and quality (74%). 2 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 2007. 2 offer a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for 22 of the firms on this page; 21 publish a contact page; 13 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Meridian take financial planning bookings online?

4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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Next Level Wealth Planning

(3)

“Chad and his team got us right in and we were able to take advantage of a declining market and make some great purchases in a very timely manner - Professional, prompt, Dialed in to the markets!”

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Castle Peak Strategic Wealth

(6)

“He has the knowledge, integrity, experience and honesty and it has been a wonderful experience working with him.”

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Hurst Financial Consulting

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White Cloud Wealth Management

(4)

Financial Advisor

“Sean and White Cloud works constantly for their clients' best interests, and remains one of the few people I'll trust to manage my finances.”

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HI Financial

(1)

“That they are going to help make my retirement dreams come true.”

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Retire Sensibly

(2)

“I am changing careers to become a Financial advisor, and Ron went out of his way to help me and give me advice.”

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Hawke Financial

(2)

“The level of expertise and personalized attention provided by Hawke Financial Group truly sets them apart from other financial institutions.”

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Paradigm Wealth Services

(1)

“Jonathan Bednar "JB" is one of the elite financial planners in the entire industry.”

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Madison Poole

(1)

“Been incredible how well they've worked with my family and helped my mom manage her finances with investing for retirement.”

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Harris Financial Advisors

(3)

“Several of my family members entrust our financial needs, whether it's for income, retirement or planning our future successes and hardships with them.”

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Ripple Wealth Management

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Davis Wealth Management

(2)

“Innovative (legal) approaches to supporting my financial goals.”

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GM2 Success

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Financial Ark Builders

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Inspire Wise Wealth

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Link Wealth Management

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Ron Coate - Wealth Management Associates

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Doceo Wealth

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Average Cost	$3538
Minimum cost	$1180
Maximum cost	$10024
Avg Per Hour Rates	$354

Best Financial Advisors in Meridian, ID

Harris

Treasure Valley Financial Planning

Hurst and Company

Spark Accounting Solutions

Stewart & Associates P.A.

Desert Rose Capital Management

Area overview: Meridian, ID

Next Level Wealth Planning

Castle Peak Strategic Wealth

Hurst Financial Consulting

White Cloud Wealth Management

HI Financial

Retire Sensibly

Hawke Financial

Paradigm Wealth Services

Madison Poole

Harris Financial Advisors

Ripple Wealth Management

Davis Wealth Management

GM2 Success

Financial Ark Builders

Inspire Wise Wealth

Link Wealth Management

Ron Coate - Wealth Management Associates

Doceo Wealth

Retirement Planning and Investment Management Services in Meridian, ID Cost Estimates

Why these companies made our list

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