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Treasure Valley Financial Planning
Trusted financial guidance in Meridian for thoughtful planning and growth.
5
Business
$$$
Est. 2018
Trusted financial guidance in Meridian for thoughtful planning and growth.
Treasure Valley Financial Planning in Meridian provides trusted financial and estate planning guidance. Clients highlight long-standing, honest advice, attentive service, and clear explanations that help stabilize and grow assets while pursuing tax-efficient strategies. The team—Dave Morrison, J.T. Belnap, Dillon, Pat, and Amanda—is praised for professional, welcoming support.
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Personalized strategies to grow and manage your assets with safe, effective recommendations.
Expert advice to minimize tax liabilities and maximize savings through smart planning.
Comprehensive guidance to secure your legacy and manage estate needs for future generations.
Tailored plans to ensure financial stability and growth during your retirement years.
One-on-one meetings to assess your goals and provide honest, actionable advice.
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Overall rating
mark shelley
I can’t speak more highly about Dave Morrison and his team at Treasure Valley Financial Planning. You can absolutely trust Dave for honest advice, direction, and guidance for all of your financial and estate planning needs.
Lynda Pyrah
We have had a phone meeting, and an inperson meeting with JT and Dillon at Treasure Valley Financial Planning. They have been very attentive, considerate, and professional, while listening to our wants and needs. We have appreciated their knowledge and caring attitude, and look forward to working with them.
Joyce Anderson
Pat explains everything simply and completely so that he is sure that we understand. He treats us with the utmost respect and sincerity. I find Pat easy to talk to so easy to work with. Amanda at the front desk is a jewel, too!
June Fenn
We had our first phone meeting with J.T. Belnap yesterday. We were greatly impressed with J.T.'s grasp and assessment of our situation and financial goals. He answered countless questions and immediately offered safe and useful recommendations to stabilize and grow our assets. We found J.T. to be an excellent listener with broad knowledge based on experience. We also appreciated J.T.'s welcoming and professional demeanor and would recommend him to all persons seeking advice and reassurance with financial planning. Thank you, J.T.!
Lynette Link
Dave and his team have been our advisor for well over 40 years, since Dave started in this industry. We've been very happy over the years with this advice and actions. I don't make any major moves without consulting him. Sometimes I don't like his answers, but that is his job and he's very good at it. The team is always looking at ways to invest better, save on taxes better. I would highly recommend Dave and his team to anyone starting out, the younger the better.
