Services Offered
Personalized Investment Management
Tailored portfolio strategies focused on long-term growth and risk management, with fiduciary responsibility.
Retirement Planning
Comprehensive retirement solutions to help clients achieve financial security and meet their retirement goals.
Financial Analysis and Consultation
Detailed analysis of financial records to identify issues and provide sensible, logical solutions.
Wealth Management Services
Holistic management of assets, including investment oversight and financial planning for individuals and families.
Fiduciary Advisory Services
Commitment to acting in clients' best interests with transparent, ethical financial advice and support.
Reviews
5(5 reviews)
Rating Distribution
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5
4
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Lloyd Blake
via Google
about 1 year ago
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.
R
Raymond Ohlaugvia Google
over 4 years ago
I think Petso financial is professional knowledgeable comfortable with them looking after our investments Ray Ohlaug
M
Mike Minegarvia Google
over 6 years ago
I have been with Petso Financial for over 20 years...as my wife and I approach retirement in a couple months we are thrilled with what he has done for us. Never dreamed we would be in the position we are and we owe a lot of it to Dave and his team...
J
Joseph Belchervia Google
almost 8 years ago
Petso Financial has been in the Boise area for as long as I can remember. I recently had the opportunity to utilize the company's services. The process was as smooth as it possibly could be. The staff was helpful and knowledgeable.
K
Ken Blairvia Google
over 8 years ago
The team at Petso was very nice and friendly. They looked over all my records and provided a detailed analysing for me without asking for anything in return. Very professional and trustworthy organization.
