Financial Planning Services, LLC cover
FP

Financial Planning Services, LLC

Boise's trusted financial planning for retirement and investments

4(4 reviews)
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About

Financial Planning Services, LLC in Boise provides professional financial planning and investment guidance. Clients describe Stan as easy to talk to, attentive, and genuinely caring about lifestyle goals, including retirement planning for family members. A review notes strong trust in Stan, while another cautions about a dismissive manager—emphasizing a client-focused, personalized approach to securing futures.

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Location

3601 N Lakeharbor Ln, Boise, ID 83703, USA

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Services

Retirement Planning

Customized strategies to help you plan and save for a comfortable retirement, including advice for military personnel.

Investment Management

Personalized investment advice and portfolio management to grow your assets and secure your financial future.

Financial Consultation

One-on-one consultations to assess your financial goals and create a tailored plan for your lifestyle.

Family Financial Planning

Comprehensive planning services for families, focusing on long-term security and wealth building.

Client Relationship Management

Ongoing support and communication to keep you informed and adjust plans as your needs evolve.

4.00 · 4 reviews

Overall rating

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Amanda Jack

via Google
· 3 years ago

Very rude and dismissive awful manager and wd not listen to what i was saying

D

Deb Christian

via Google
· 5 years ago

Stan keeps us informed about our investments and advises us on the best path for our future. He is easy to talk to, listens, and truly cares about our lifestyle. Our daughter is in the Army and Stan has helped her plan for her retirement. He is an asset in our lives and we enjoy stories about Julio(the parrot!)

J

Justin Stephens

via Google
· 9 years ago

Stan is an amazing financial planner and has helped me put a plan around how we go about planning to retire. I would highly recommend him to anyone who is thinking about what they want life to look like once they are done working!

K

Kasandra Henry

via Google
· 9 years ago

I would never trust anyone else with our family future. Thank you Stan!

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