Modern Wealth Management - Boise

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Lloyd Blake

via Google

I first learned of Dave Petso and his organization on the radio here in Boise. His opinions seemed grounded in logic. At the time, seven years ago, I had an out of state financial advisor managing my financial portfolio (I am/was a physician by trade). Circumstances 3 years ago made it necessary to find a new adviser. I remembered the term "fiduciary responsibility" and thought of Petso! Meeting one on one with Dave and his staff was amazing. Like a laser, he identified problems with my situation and offered sensible solutions. Three years later, I am looking at impressive growth in the bottom line! I can call the office and speak to someone almost immediately or within an hour. All questions and concerns answered. Truly amazing organization.

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Donna Pappas

via Google

Great customer service

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Frank Turner

via Google

We have been with them for several years now. We are very happy there.

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patrick doolittle

via Google

Very friendly and informative advisor. Easy to talk to and well informed about their business.

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Raymond Ohlaug

via Google

I think Petso financial is professional knowledgeable comfortable with them looking after our investments Ray Ohlaug