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Twin Rivers Wealth Management
Des conseils financiers fiables et fondés sur les données pour une richesse durable et la tranquillité d'esprit.
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Business
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Des conseils financiers fiables et fondés sur les données pour une richesse durable et la tranquillité d'esprit.
Basé à Boise, Twin Rivers Wealth Management, situé au 800 W Main St #1460, propose des services de planification financière et de conseil dignes de confiance. Dominick, le conseiller principal, offre des conseils fondés sur les données, des visuels clairs et un support réactif pour la planification de la retraite, la préparation fiscale, les assurances, les fiducies et les testaments. Les clients louent son honnêteté et son souci, notant une croissance par cinq des actifs liquides et son calme en période de turbulences du marché.
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Des stratégies complètes pour sécuriser votre retraite, optimiser vos comptes et assurer votre indépendance financière.
Gestion proactive du portefeuille et croissance de la richesse pour faire fructifier vos actifs malgré les fluctuations du marché.
Une assistance experte pour vos déclarations fiscales afin d'optimiser vos économies d'impôt et d'assurer la conformité.
Conseils pour mettre en place des fiducies, des testaments et des directives médicales afin de protéger votre famille et vos biens.
Analyse des polices d'assurance pour garantir une couverture adéquate en matière de vie, de santé et de biens.
Mentorat et éducation personnalisés pour vous aider à comprendre et atteindre vos objectifs financiers.
Note globale
Gabriella Adams
I have worked with Dominick for well over 5 years and have nothing but positive things to say. Over the past five years he has supported numerous financial transitions including starting out as a newly graduated professional, marriage, starting a small business, preparing for homeownership, growing our family, and multiple military moves across the country and the world. Within each of these unique scenarios, Dominick has provided my husband and I with honest and data based feedback to support our decision making process regarding all things finance related. He communicates effectively and in a timely manner, answering questions thoughtfully and following up as appropriate to ensure understanding and clarity regarding the matter discussed. He supports his communication and analysis with clear visual aids, recommendations for further reading (if requested), and meeting summary to provide a digestible list of action items for both him and myself. Dominick has been instrumental in my husband and I developing a clear financial plan and taking necessary steps to reach our goals. I cannot recommend him enough!
Michael Fabbrini
Dominick has been our trusted advisor for many years and has been instrumental in our family's financial journey from college graduates to a financially secure family household. Some folks think financial planners only focus on investing money, but it's so much more than that. Dominick has helped us by reviewing our financial goals, ensuring we leverage the appropriate retirement options & accounts we have access to through work, making sure we have the appropriate insurances to protect our family and assets, and helping us set up our family's trust, will, and medical directive, ensuring we have all of our bases covered for our family and extended family. Dom has helped us save thousands of dollars by encouraging us to enroll in benefits that my wife and I didn't even know we had access to through work. Dominick is a great financial coach and we appreciate his value, modesty, authenticity and mentorship he provides in every interaction.
Scott Dearing
If you are looking for an experienced, trustworthy, and reliable financial advisor, I can highly recommend Dominick. He’s helped us improve our wealth compounding efforts, brought us peace-of-mind about retirement, has been proactive during market turbulence and helped us navigate big life decisions. Dominick and Twin Rivers Wealth Management has provided us all of that and more with invaluable financial planning and tax return preparation assistance for me and my family for five years. He has played a pivotal role in increasing our liquid assets 5-fold over this period of time. I had known Dominick for years before starting to work with him. He’s become a good friend of mine and is a brilliant, customer-focused advisor. He’s always willing to make time to help us when urgent needs arise and he stays on top of our investments and general financial planning needs throughout the year. Highly recommended!
Teresa Olguin
I would highly recommend Dominick as your financial advisor. He truly cares about you and your financial troubles/goals in life. He is very trustworthy, well educated, very professional, and always willing to the extra mile for his clients. He has helped me with so much over the years that is not even directly related to financial advising; he has helped me review contracts with my clients, petitions for pay raises and many other things. He is also amazing at explaining the financial world, most of which I find to be very confusing. Dominick is always able to present it in a way that makes it so easy to understand, and never allows you to feel like you are asking a dumb question. If you are looking for a finical advisor or consolation, I cannot think of a better person to recommend.
Jake Rushton
Dominick is awesome! He really takes the time to listen and understand my financial goals, and his advice always feels spot-on. He’s great at explaining things in a way that’s easy to understand, which makes the whole process so much less stressful. Whether it’s planning for the future or figuring out investments, Dominick’s guidance has been a game-changer for me. I always feel like I’m in good hands, and he’s super responsive whenever I have questions. If you’re looking for a financial advisor who truly cares, I can’t recommend Dominick enough!
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