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Tax & Accounting Professionals
“Super professional incredibly helpful and very fast”
Best Financial Advisors in Pocatello, ID
24 firms listed · 9 in Pocatello · 18 rated 4.5+
Data verified October 19, 2026
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University Financial Group
“Awesome Financial planning!”
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Jodi's Tax Service
“I have been doing my taxes with Jodi for 10 years now and I absolutely love her work and everything she does.”
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Cornerstone Tax Services
“Through all the difficulties with COVID-19 Cornerstone Tax Services has risen to the occasion by implementing new practices to keep clients safe as well as new practices and technologies to best serve our clients through these trying times.”
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Red Cedar Wealth Advisors
“Trent Yost has been my financial advisor for many years and has always given me sound financial advice, while also helping me navigate the complexities of investing, financial planning, and retirement.”
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Gateway Capital Advisory Group
“Have been working with Gateway Capital Advisory Group for a while and love their professionalism and quick action.”
The 24 firms listed for Pocatello, 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: Pocatello, ID
Of the 24 firms we list here, 9 are in Pocatello itself and 15 come from towns including Idaho Falls (10, 48 mi), Blackfoot (2, 23 mi) and Ammon (2, 49 mi). 20 of the firms on this page have a rating, from 4.0 to 5.0 across 180 reviews; 1 has 50 or more reviews and 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (90%) and quality (71%). The services the firms on this page list most often on their websites are estate planning (3), investment management (3), investments (3), tax planning (3) and bookkeeping services (2). 5 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 1999. 2 offer a free initial consultation. We have a website on file for 22 of the firms on this page; 21 publish a contact page; 20 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Pocatello take financial planning bookings online?
3 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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Larsen Financial
“I had an experience with the owner Larsen Financial years ago that was far and beyond anything that I have experienced in my years in the business world.”
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Plannet
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HK Investment Group - Stifel
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Driven Investments
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Investment Planning Group
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Carol Holm Financial
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Poston Denney & Killpack
- Turbo Tax
- Call
- Interest
“They specialize in small and medium sized business tax preparation and payroll services and they seem to really have an interest in their client's financial success.”
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Wealth Wave Idaho Falls
- Fair
- Information
- Lesson
“Very caring and educational, we learned a lot!”
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Spinnaker Financial Advisors
“You and Dani have made us feel comfortable with our finances being in your capable hands.”
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Onyx Financial Advisors
“As an aside, it's always been a frustration and pet peeve when my husband and I meet with various professionals and they speak more to him than me.”
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Snake River Investment Counsel
- Moon
- Management
- Fiduciary
“We engaged the fiduciary services of SRIC over a year ago and have been totally and completely satisfied with the services and results they've achieved for us in that time.”
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Cornerstone Advisory Group
“They were so friendly and would 100% recommend them for anyone that needs help!”
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Trimp Wealth Management
- Retirement
“They take care of their clients, and they make the best investments to suit their clients' needs.”
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3 Peaks Financial
- Questions
- Patient
“3 Peaks Financial got me on track for a strong financial future”
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Strategic Wealth Concepts
“They not only have quite a suite of products to choose from but they educate you so that you know what you need to in order to make a good decision.”
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Journey Financial Services
- Retirement
“Journey listens, offers suggestions, analyzes options, and makes recommendations that help me steer my family's financial future with Journey's consummate knowledge.”
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Global View Capital Advisors
“Now that I've invested with Global View, my savings account is generating a great return while still being liquid in case of emergencies.”
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Frontier Investments
“Honest people doing their best to help others plan and be financially sound.”
Retirement Planning and Investment Management Services in Pocatello, ID Cost Estimates
Minimum cost
$1055
Maximum cost
$8964
National Average
$3164
Avg Per Hour Rates
$317
$2110
$5801
Fair price range is based on 370 cost profiles
Why these companies made our list
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