Best Financial Advisors in Meridian, ID

The highest-rated Financial Planning & Wealth Management firms out of 317 vetted & reviewed in the Meridian area.

Berrett TAX & Finance Inc.

Berrett TAX & Finance Inc.

(30)
  • Financial
  • Patient
  • Knowledge
“Jeremy was knowledgeable and very helpful, he filed an extension for us during my first call to them to set up an appointment, and Jason was an absolute pleasure to work with.”
In Business Since 2009
Transparent Fees & Pricing
Offers Financing Options
1943 E Overland Rd Ste. 110, Meridian, ID
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Roberts Hart & Co., Cpas

Roberts Hart & Co., Cpas

(30)
Services For Individuals, Business Services, Tax Services
“I was a little overwhelmed with all the documents this year and Doug took the time to go through everything step by step so I understood exactly what everything was and how I could tweak certain things to maximize my refund in the future.”
In Business Since 2002
Transparent Fees & Pricing
Offers Financing Options
1200 W Cherry Ln #100, Meridian, ID
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Retire Sensibly

Retire Sensibly

(2)
“Ron helped me turn my portfolio around after my last financial adviser had me in funds that were loaded with hidden fees”
In Business Since 2017
Coupons & Offers
Free Initial Consultation
135 E Calderwood Dr Suite 120, Meridian, ID
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Hurst and Company

Hurst and Company

(4)
“He has taken the time to work with and explain accounting tools to us that have helped our family business.”
In Business Since 2008
PLLC Certified
Accepts All Major Credit Cards
Family Business
3137 S Meridian Rd #100, Meridian, ID
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Treasure Valley Financial Planning

Treasure Valley Financial Planning

(28)
  • Market
  • Retirement
  • Trust
“Once a financial investment strategy is agreed to, the plan is reviewed frequently to make any adjustments based on market dynamics with the continued focus of achieving the intended goals of the plan.”
In Business Since 2018
CFP, APMA Certified
3080 Gentry Way Suite 205, Meridian, ID
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Northwest Tax Advisors

Northwest Tax Advisors

(11)
Why Quickbooks, Quickbooks Setup, Quickbooks Training
“He has forever earned our business and we plan on taking our prior tax returns to him to review that we did ourselves using turbo tax.”
In Business Since 2018
Transparent Fees & Pricing
Free Initial Consultation
2512 N Stokesberry Pl, Meridian, ID
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JG Cpas

JG Cpas

(8)
Compilations
“This is his 2nd year doing our taxes and we really appreciate him being able to work with us and answering all of our question on top of doing both our business and personal taxes!”
In Business Since 2010
Accepts All Major Credit Cards
Transparent Fees & Pricing
Remote Consultations Available
3023 E Copper Point Dr #111, Meridian, ID
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Sager CPA and Advisors

Sager CPA and Advisors

(8)
Small Business Accounting Services, Income Tax Strategies, Retirement Planning
“I will update this review as per our working relationship moving forward, but just from how fast he responded, how quickly he got on the urgent matters I needed to address and how professional he treated me (other guy took 7 days to just answer a sim...”
In Business Since 2013
Licensed, BBB Rating: A+
Serving Meridian Area
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Kathleen Roma & Associates

Kathleen Roma & Associates

(9)
  • Communication
  • Questions
“From the moment I walked in the door, I experienced friendly and helpful employees, I had a lot of questions and they took the time to answer them all, if I called with a question , they either had the answer or promptly called me back with the answe...”
In Business Since 2005
Transparent Fees & Pricing
Remote Consultations Available
Offers Financing Options
Serving Meridian Area
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Jake McCarney - Raymond James

Jake McCarney - Raymond James

(2)
“Jake has helped me and friends of mine with our investments on our way to financial independence.”
In Business Since 1998
CFP Certified
Accepts Check, Financing available
Transparent Fees & Pricing
1817 N Lakes Pl Ste 150, Meridian, ID
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Stewart & Associates P.A.

Stewart & Associates P.A.

(12)
Quickbooks Certified Proadvisors, Contact US
“Dave, Stephanie, Dan and Tracy have been outstanding in the reconciliation, representation of the family, and resolving all of the issues with financial institutions and the IRS.”
In Business Since 1995
Accepts All Major Credit Cards
3045 E Copper Point Dr, Meridian, ID
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Cortino Garcia, Wealth Advisor With Marcheso & Associates

Cortino Garcia, Wealth Advisor With Marcheso & Associates

(1)
Who We Are, Associated Offices
“He was very professional, yet showed a gentle teaching style when I was treading unfamiliar waters.”
In Business Since 2010
3144 W Belltower Dr, Meridian, ID
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Paradigm Wealth Services

Paradigm Wealth Services

(1)
Accumulation, Retirement Planning, Risk Management
“Jonathan Bednar "JB" is one of the elite financial planners in the entire industry.”
In Business Since 2007
39 W Pine Ave, Meridian, ID
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Harris Financial Advisors

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.”
In Business Since 2011
1739 S Jade Way #100, Meridian, ID
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Wealth Wave - Curtis Conde

Wealth Wave - Curtis Conde

(3)
“When you take me up on this guidance, I firmly believe that this man will immediately earn your trust, admiration and respect; and you will then make the right decision to do what it takes in order to spend more time with him.”
In Business Since 2021
3363 E Presidential Dr Suite 101, Meridian, ID
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Idaho Financial Group

Idaho Financial Group

(4)
Financial Planning, Investment Services, Retirement Income Planning
“Matt and his team of financial professional's have provided myself and my company a direct path for investments and planning my financial future.”
In Business Since 2000
Free Initial Consultation
Serving Meridian Area
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White Cloud Wealth Management

White Cloud Wealth Management

(2)
“He also is great at understanding your individual situation and offers suggestions based on personal need.”
In Business Since 2018
1817 N Lakes Pl Suite 100, Meridian, ID
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HI Financial

HI Financial

(1)
“That they are going to help make my retirement dreams come true.”
In Business Since 2018
3023 E Copper Point Dr Ste 106, Meridian, ID
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Hahn & Associates

Hahn & Associates

(5)
Tax Services (Individual, Business & Fiduciary), Services For Individuals, Business Services
“As a new business franchise owner in 2013 (Fresh Coat Painting), I didn't hesitate to call on Hahn & Associates to help my business with tax planning, bookkeeping, and payroll services.”
In Business Since 2002
Serving Meridian Area
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Eagle River Financial

Eagle River Financial

(3)
Overview, Managed Fee Accounts
“Jason suggested that he'd be happy to assist me in confirming my financial heading, but until I tire of doing my own leg work, I probably don't need him.”
In Business Since 1997
Serving Meridian Area
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Desert Rose Capital Management

Desert Rose Capital Management

(5)
“First Class organization where clients come first and all business is done with the clients best interest in mind!!”
In Business Since 2010
2929 W Navigator Dr Suite 300, Meridian, ID
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Eagle Island Financial

Eagle Island Financial

(1)
“We are very impressed with the honest,prompt service at Eagle Island Financial.”
In Business Since 2022
Transparent Fees & Pricing
Serving Meridian Area
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FSM Wealth

FSM Wealth

(1)
Firm Overview, In the News, Castlebury Financial Advisors is Now FSM Wealth
“I have never felt forced to buy into anything and they provide great clarity as to my options.”
In Business Since 2018
Serving Meridian Area
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Retirement Planning and Investment Management Services in Meridian, ID Cost Estimates

Minimum cost
$1180
Maximum cost
$10024
National Average
$3538
Avg Per Hour Rates
$354
$2359
$6486
Fair price range is based on 283 cost profiles
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Average Cost $3538
Minimum cost $1180
Maximum cost $10024
Avg Per Hour Rates $354

Typical range $2359 to $6486 is based on 283 cost profiles.

Why these companies made our list

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