Financial Planning Services, LLC

Name: Financial Planning Services, LLC
Address: 3601 North Lakeharbor Lane, Boise, ID, 83703, US
Telephone: (208) 853-4600
Price range: $$$
Rating: 4

Boise's trusted financial planning for retirement and investments

4(4 reviews)

financial-advising

$$$

Directions Call Website

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.

Photos

1 / 1

Location

3601 N Lakeharbor Ln, Boise, ID 83703, USA

Get directions

Information

3601 North Lakeharbor Lane

Boise, ID, 83703

(208) 853-4600 www.fps4u.com/

Is this your business?

Claim Financial Planning Services, LLC to manage your storefront, respond to reviews, and receive customer leads.

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

Amanda Jack

via Google

· 3 years ago

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

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!)

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!

Kasandra Henry

via Google

· 9 years ago

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

More businesses like this

View details →

accountant

Boise, ID

Liberty Tax

Liberty Tax in Boise, ID, earns praise for making tax season simple and stress-free. Clients commend Vickey and Victoria for professional, patient explanations that build confidence, plus fast, organized service. Bettina Debenham is noted for friendly, efficient help. These trusted professionals deliver knowledgeable, dependable guidance for a smooth Boise tax experience.

View details →

accountant

Boise, ID

B.A. Harris LLC

B.A. Harris LLC in Boise offers accounting, finance, and consulting services. Clients praise a proactive partnership, regular QuickBooks oversight of in-house teams, and a hands-on approach that keeps data accurate and processes efficient. Monthly financial reviews provide high-level advisory for better decision-making and tax optimization, along with timely, accurate financial statements. A locally invested firm with responsive teammates like Kayla, Brett, and Tyler.

View details →

accountant

Boise, ID

Grigg Bratton & Brash

Grigg Bratton & Brash in Boise, Idaho offers expert accounting, tax, and financial consulting. The firm handles personal and business taxes, payroll, and other financial needs, with a focus on accuracy and clear guidance. Clients praise the team for honesty, dependability, and a teaching-focused approach that helps them understand and manage their finances while staying ahead of IRS deadlines.

View details →

accountant

Boise, ID

Whittaker & Associates, Inc (now KDP Certified Public Accountants, LLP)

Whittaker & Associates, Inc (now KDP Certified Public Accountants, LLP) serves Boise from 101 S 27th St, Suite 105. Clients praise Jodi Whittaker and a detail-driven team for expert tax preparation, personalized financial guidance, and reliable, timely communication. Anya, Amy, and Lindsay are highlighted for professionalism and friendly service, easing tax season and long-term planning for individuals and small businesses.

View details →

accountant

Boise, ID

Jackson Hewitt Tax Service

Jackson Hewitt Tax Service at 8812 Fairview Ave in Boise provides trusted tax preparation and consulting. Reviewers praise Vicki Lecomte for thorough, informative service and hospitality, and Joanna for helping secure refunds. Many clients return year after year, though one review notes longer wait times during busy periods.

View details →

financial advising

Boise, ID

Inspire Wealth Partners

Based in Boise, Inspire Wealth Partners offers fee-only financial planning and investment guidance led by Matt Cooley, a CFP. Clients praise his honesty, transparent communication, and focus on their financial well-being rather than commissions. Seen as a patient teacher, he helps individuals understand goals, retirement planning, and everyday financial decisions with clear, practical guidance.

Directions Call