Treasure Valley Financial Planning

(5 Reviews)
3715 E Overland Rd STE 205, Meridian, ID 83642, United States

(208) 789-0888


Contact and Address

Address: 3715 E Overland Rd STE 205, Meridian, ID 83642, United States
Postal code: 83642
Phone: (208) 789-0888
Website: https://www.treasurevalleyplanning.com/

Hours:

Monday:9:00 AM – 5:00 PM
Tuesday:9:00 AM – 5:00 PM
Wednesday:9:00 AM – 5:00 PM
Thursday:9:00 AM – 5:00 PM
Friday:9:00 AM – 5:00 PM
Saturday:Closed
Sunday:Closed

Location & routing

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Most Recent Reviews


  • (August 31, 2020, 9:57 am)

    I have worked with JT and his organization for over a year now and they are very professional and provide excellent service. They helped me during my divorce in providing financial information as to what to do. Also, when I needed funds to pay for legal fees they made sure it was in my bank account timely. If you need excellent financial information, this is the organization to work with.


  • (August 3, 2020, 1:08 pm)

    JT is kind, personable, and knowledgeable. He has been a great help to me in getting my finances in order. He has teamed with me and my tax accountant, allowed me to bring other people to our online meetings, and talked with me one-on-one whenever I needed to go over something or just needed reassurance. I trust him to be fair and honest. I recommend TVFP and am glad I found them.


  • (July 28, 2020, 9:39 pm)

    We are kept informed of market conditions and our investments. Investment guidance is established based on our goals . Provided guidance is both realistic and practical. Responses to inquiries and requests are promptly provided.


  • (July 2, 2020, 9:49 pm)

    Love working with these guys. They have always been very professional and responsive. I have been able to retire and still live comfortably with their help. Thank you Mike and Rob for all your help.


  • (June 24, 2020, 2:19 pm)

    They have been honest and transparent in how they handle my money. A very educated team. They keep me informed in what to look for in the future of the stock market.

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Photos of Treasure Valley Financial Planning

Treasure Valley Financial Planning | 3715 E Overland Rd STE 205, Meridian, ID 83642, United States | Phone: (208) 789-0888
Treasure Valley Financial Planning | 3715 E Overland Rd STE 205, Meridian, ID 83642, United States | Phone: (208) 789-0888
Treasure Valley Financial Planning | 3715 E Overland Rd STE 205, Meridian, ID 83642, United States | Phone: (208) 789-0888
Treasure Valley Financial Planning | 3715 E Overland Rd STE 205, Meridian, ID 83642, United States | Phone: (208) 789-0888
Treasure Valley Financial Planning | 3715 E Overland Rd STE 205, Meridian, ID 83642, United States | Phone: (208) 789-0888