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Details
Hours
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Contact Info

Phone:

Main - 509-777-7813

Extra - 208-777-7813

Address:
316 E 5th Ave Post Falls, ID 83854

Reviews

3
2 Reviews
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anonymous

11/16/12

5.0

They reviewed my retirement finances and had several suggestions to help maintain stable income and lower my income taxes. Very knowledgeable people. Well versed in insurance to protect what I have and provide for the grandkids. I am very pleased.

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anonymous

02/15/12

1.0

They are annuity salesmen in disguise. once they have your money they will always come to you within 3-6 monhts and show you a plan that will convert all or most of your money to Fixed Indexed Annuities. Once they do this you will see your customer service slip by the way side and they will try and charge you a fee to continue servicing your account. Buyer beware !!!

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Categories
Financial Planning Consultants, Financial Services
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