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Get contact information of Top decision makers like Founder, CEO, CFO, CMO, CTO, Marketing head, HR head, Managers and other employees along with company details in Excel or CSV file.
Below is the list of Top 100 Financial Services Companies in Idaho ranked based on company size, client reviews, services and awards.
1. Kount
Industry: Financial Services
Location: Idaho
Website: kount.com
Company Founded: 2007
Company Size: 51-200
Company Address: 1005 West Main Street, Boise, Idaho, United States
Kount Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Rich Stuppy | Chief Customer Experience Officer | |||
| Adam Boswell | Director Of Engineering | |||
| Casey Zenner | Director Of Enterprise Sales | |||
| Kathryn Vargas | Product Marketing Manager | |||
| Scott Klossner | Chief Financial Officer | |||
| Jim Gasaway | Chief Technology Officer, Vice President Of Information Technology Development And Vice President Of Information Technology Development Of Keynetics | |||
| Katie Lenz | Senior Integrated Marketing Manager |
2. Homeside Financial
Homeside Financial Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Luis Munoz | Mortgage Planner | |||
| Gina Best | Senior Loan Officer At Homeside Financial, Nmls 480635 | |||
| Crissy Francis | Director Of Business Development | |||
| Stacy Kimrey | Sales Manager, Vice President | |||
| A Alexis Vining | Vice President Community Development | |||
| Joshua Smith | Mortgage Loan Officer | |||
| Carlos Montero | Branch Manager, Vice President @ Homeside Financial |
3. Idaho Housing And Finance Association
Industry: Financial Services
Location: Idaho
Website: idahohousing.com
Company Founded: 1972
Company Size: 201-500
Idaho Housing And Finance Association Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Annie Green | Training Officer | |||
| Deanna Ward | Development Director, Home Partnership Foundation, Inc | |||
| Jeff Holmes | Housing Compliance Auditor | |||
| Chuck Kracht | Director Of Loan Servicing | |||
| Lisa Steele | Ihfa | |||
| Annie Smith | Lender And Broker Contact | |||
| Greg Blake | Chief Information Officer For Idaho Housing And Finance Association |
4. Mountain West Bank
Industry: Financial Services
Location: Idaho
Website: mountainwestbank.com
Company Founded: 1993
Company Size: 201-500
Company Address: 2123 North Government Way, Coeur D Alene, Idaho, United States
Mountain West Bank Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Cassie Fontaine | Vice President And Senior Commercial Loan Officer | |||
| Travis Mire | Mortgage Loan Officer | |||
| Dan Price | Community Banking President | |||
| Bret Tinker | Vice President | |||
| Parker Jacobs | Director Of Championships | |||
| Marilyn Buroker | Mortgage Loan Originator | |||
| Jodi Ward | Marketing Director |
5. Massmutual Idaho
Industry: Financial Services
Location: Idaho
Company Size: 51-200
Company Address: 3540 East Longwing Lane, Meridian, Idaho, United States
Massmutual Idaho Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Tracey Stone | Recruiting And Marketing Director, Career Agent | |||
| Jeff Cornilles | Financial Services Professional | |||
| Scott Mason | Brokerage Director | |||
| Debbie Dale | Financial Services Professional | |||
| Lacp Debbie Dale | Registered Representative | |||
| Jeff Cornilles | Financial Services Professional | |||
| Keaton Moore | Manager |
6. Allegis Financial Partners
Industry: Financial Services
Location: Idaho
Website: allegisfp.com
Company Founded: 1999
Company Size: 51-200
Company Address: 16132 North High Desert Street, Nampa, Idaho, United States
Allegis Financial Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Troy Mathews | Financial Advisor | |||
| Lloyd Lyman | Financial Representative | |||
| Dave Ries | Financial Advisor | |||
| John Seable | Investment Advisor Representative | |||
| Robbie Crockett | Financial Planner | |||
| Stuart Beswick | Investment Advisor Representative | |||
| Ryan Field | Financial Representative |
7. Pioneer Federal Credit Union
Industry: Financial Services
Location: Idaho
Website: pioneerfcu.org
Company Founded: 1954
Company Size: 51-200
Company Address: 250 West 3rd South, Mountain Home, Idaho, United States
Pioneer Federal Credit Union Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Cude Melissa Thometz | Regional Manager | |||
| Phil Lent | Human Resources Director | |||
| Elizabeth Thomas | Vice President Of Marketing And Development | |||
| Angela Miles | Project Coordinator | |||
| Mikell Hite | Executive Vice President | |||
| Tracey Newbery | Vice President Of Branch Operations | |||
| Curt Perry | President And Chief Executive Officer |
8. Blue Sky Financial, Llc, Nmls#1954591
Industry: Financial Services
Location: Idaho
Company Founded: 2020
Company Size: 11-50
Company Address: 877 West Main Street, Boise, Idaho, United States
Blue Sky Financial, Llc, Nmls#1954591 Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Adam Stein | Mlo#69664 Managing Member | |||
| Talo Pinto | Mortgage Loan Officer |
9. Potlatch No 1 Federal Cu
Industry: Financial Services
Location: Idaho
Company Founded: 1938
Company Size: 11-50
Company Address: 112 Railroad Avenue, St Maries, Idaho, United States
Potlatch No 1 Federal Cu Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jake Canner | Business Loan Officer Ii | |||
| Kim Panas | Mortgage Loan Officer | |||
| Tyler Presby | Business Services Specialist | |||
| Clinton Johnson | Vice President Of Data And Analytics | |||
| Nathanael Norman | Vice President Of Information Technology | |||
| Erin Hitchcock | Vice President Of Human Resources | |||
| Darren Malm | Business Services Representative |
10. Magellan Wealth Management
Industry: Financial Services
Location: Idaho
Company Founded: 2017
Company Size: 1-10
Company Address: 3597 East Monarch View Lane, Meridian, Idaho, United States
Magellan Wealth Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jason Childers | Financial Advisor, President And Chief Executive Officer And Magellan-wealth.com |
11. Adalant
Industry: Financial Services
Location: Idaho
Company Founded: 2013
Company Size: 1-10
Company Address: 2005 East Quail Run, Emmett, Idaho, United States
Adalant Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Knute Kleven | Financial Services Professional | |||
| Justin Walker | Founding Partner | |||
| Michelle Foster | Recruiting And Marketing Director |
12. Cornerstone Financial Advisors
Industry: Financial Services
Location: Idaho
Website: cfaidaho.net
Company Founded: 1962
Company Size: 11-50
Company Address: 1858 East 1st Street, Idaho Falls, Idaho, United States
Cornerstone Financial Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Matt Porter | Certified Financial Plannerâ â Financial Advisor Who Helps You Make Wise Decisions With Your Finances | |||
| John Koyle | Financial Advisor, Senior Vice President â Your High-tech, High-touch Advisor | |||
| Michael Lamaina | President | |||
| Monique Myers | Administrative Assistant | |||
| Kathy Nicoson | Administrative Assistant | |||
| Charles Crutchfield | Financial Advisor |
13. Harmon Smith Financial Group
Industry: Financial Services
Location: Idaho
Company Size: 11-50
Company Address: 1111 West Jefferson Street, Boise, Idaho, United States
Harmon Smith Financial Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Nick Brown | Financial Advisor |
14. Isu Credit Union
Industry: Financial Services
Location: Idaho
Website: isucreditunion.com
Company Founded: 1952
Company Size: 51-200
Company Address: 58 North Broadway Street, Blackfoot, Idaho, United States
Isu Credit Union Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ryan Fauvell | Branch Manager | |||
| Beth Cheirrett | Assistant Marketing Manager | |||
| Whitney Cherry | Branch Manager | |||
| Kevin Jones | Loss Mitigation Department Head | |||
| Peter Mikolaj | Professor Emeritus, Insurance And Risk Management Program | |||
| Jennell Robinson | Card Services | |||
| Lynette Battson | Human Resources Director |
15. East Idaho Credit Union
Industry: Financial Services
Location: Idaho
Website: eastidahocu.org
Company Founded: 1935
Company Size: 51-200
Company Address: 865 South Woodruff Avenue, Idaho Falls, Idaho, United States
East Idaho Credit Union Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Toby Hayes | Vice President Of Marketing | |||
| Riley Despot | Consumer Loan Underwriter | |||
| Marci Barker | Chief Connection Officer And Human Resources | |||
| Jake Arehart | Marketing Generalist | |||
| Alicia Jones | Assistant Vice President Of Sales And Service | |||
| Adam Serr | Vice President Of Wealth Management | |||
| Keller Nelson | Bank Teller |
16. Bristol Group
Industry: Financial Services
Location: Idaho
Website: bristolgrouponline.com
Company Founded: 2005
Company Size: 1-10
Company Address: 800 West Main Street, Boise, Idaho, United States
Bristol Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Trevin Rasmussen | Merger And Acquisitions Advisor, Business Broker, Franchise Consultant | |||
| Kelly Shaw | M And A Consultant And Business Broker At Bristol Group |
17. Verdi Wealth Planning
Industry: Financial Services
Location: Idaho
Website: verdiwealthplanning.com
Company Founded: 1990
Company Size: 1-10
Company Address: 412 East Parkcenter Boulevard, Boise, Idaho, United States
Verdi Wealth Planning Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mark Miller | Partner And Senior Portfolio Manager | |||
| John Gottschall | Partner And Wealth Advisor | |||
| Craig Verdi | Founder, Verdi Wealth Management | |||
| Rachel Dykstra | Cpa |
18. Fulcrum Wealth Management Group, An Ameriprise Private Wealth Advisory Practice
Industry: Financial Services
Location: Idaho
Website: fulcrumwealthmanagementgroup.com
Company Size: 11-50
Company Address: 8781 West Ardene Street, Boise, Idaho, United States
Fulcrum Wealth Management Group, An Ameriprise Private Wealth Advisory Practice Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Apma Kevin Harrell | Financial Advisor | |||
| Lyndsay Mcentee | Marketing Director | |||
| Apma Devlin Carothers | Financial Advisor | |||
| Vieng Bounnam | Financial Advisor At Fulcrum Wealth Management, A Private Wealth Advisory Practice Of Ameriprise Financial Services |
19. Moreland Capital
Industry: Financial Services
Location: Idaho
Website: morelandcapital.com
Company Founded: 2003
Company Size: 1-10
Company Address: 200 Cranbrook Road, Hailey, Idaho, United States
Moreland Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Tom Moreland | President And Chief Executive Officer |
20. Homecu
Industry: Financial Services
Location: Idaho
Website: homecu.com
Company Founded: 1995
Company Size: 11-50
Company Address: 3040 West Elder Street, Boise, Idaho, United States
Homecu Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ashish Sharma | Software Systems Engineer | |||
| Casey Boyer | Client Account Manager | |||
| Erin Robbins | Senior Software Engineer | |||
| Paul Bowman | Chief Operating Officer | |||
| Hector Diaz | Web Developer Intern | |||
| Mark Stevens | Programmer And Analyst | |||
| Kim Langdon | Ios Developer |
21. Northwest Christian Credit Union
Industry: Financial Services
Location: Idaho
Website: nwchristiancu.org
Company Size: 11-50
Company Address: 716 East Colorado, Nampa, Idaho, United States
Northwest Christian Credit Union Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Tim Milburn | Marketing Director | |||
| Molly Acosta | Junior Underwriter | |||
| Joseph Crane | Credit Manager | |||
| Chriselda Garcia | Member Service Representative |
22. Aspen Capital Management
Industry: Financial Services
Location: Idaho
Website: aspencapitalmgmt.com
Company Founded: 2002
Company Size: 1-10
Company Address: 802 West Bannock Street, Boise, Idaho, United States
Aspen Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mike Mers | Founder And Chief Executive Officer | |||
| John Crosier | Chief Compliance Officer | |||
| Brynn Penner | Client Service Associate | |||
| Johanna Adleson | Associate Advisor |
23. Gryphon Private Wealth Management
Industry: Financial Services
Location: Idaho
Website: gryphonprivatewealth.com
Company Size: 1-10
Company Address: 339 West State Street, Eagle, Idaho, United States
Gryphon Private Wealth Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Philip Oleson | Managing Partner And Investment Advisor | |||
| Cortino Garcia | Financial Advisor |
24. Clearrock Capital
Industry: Financial Services
Location: Idaho
Website: clearrockcapital.com
Company Founded: 2007
Company Size: 1-10
Company Address: 131 4th Street East, Ketchum, Idaho, United States
Clearrock Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jack Gilligan | Director Of Research | |||
| James Everitt | President | |||
| Renee Faltings | Senior Investment Advisor, Crps |
25. The 401k Source
Industry: Financial Services
Location: Idaho
Website: the401ksourceboise.com
Company Founded: 2000
Company Size: 1-10
Company Address: 1649 West Shoreline Lane, Boise, Idaho, United States
The 401k Source Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Thomas Turner | Registered Investment Advisor | |||
| Veronica Garza | Bilingual Financial Advisor |
26. Capital Eleven
Industry: Financial Services
Location: Idaho
Website: capitaleleven.com
Company Founded: 2009
Company Size: 1-10
Company Address: 2775 West Navigator Drive, Meridian, Idaho, United States
Capital Eleven Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Travis Hawkes | Managing Partner | |||
| David Gardner | Private Equity Entrepreneur |
27. Pinnacle Portfolio Advisors, Llc
Industry: Financial Services
Location: Idaho
Website: pinnacleportfolio.com
Company Founded: 2017
Company Size: 1-10
Company Address: 1525 South David Lane, Boise, Idaho, United States
Pinnacle Portfolio Advisors, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bert Ellis | Principal Financial Advisor | |||
| Amanda Rasberry | Business Manager |
28. The Helmstar Group
Industry: Financial Services
Location: Idaho
Website: helmstargroup.com
Company Founded: 2005
Company Size: 1-10
Company Address: 250 South 5th Street, Boise, Idaho, United States
The Helmstar Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Joe Piscione | Partner - Cfp , Certified Financial Plannerâ | |||
| Ben Boettcher | Founding Partner |
29. Bright Bank
Industry: Financial Services
Location: Idaho
Website: bright.bank
Company Founded: 1982
Company Size: 51-200
Company Address: 800 West Bannock Street, Boise, Idaho, United States
Bright Bank Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mark Houston | President And Chief Executive Officer | |||
| Todd Grande | Vice President Commercial Lending |
30. Precision Tax Relief, Llc
Industry: Financial Services
Location: Idaho
Website: precisiontaxrelief.com
Company Founded: 1991
Company Size: 11-50
Company Address: 233 East Locust Avenue, Coeur D Alene, Idaho, United States
Precision Tax Relief, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jessica White | Tax Case Coordinator | |||
| Michele Mulkey | Director Of Human Resources | |||
| Stephanie Johnston | Senior Lead Administrative Coordintor And Tax Consultant | |||
| Taylor Patik | Enrolled Agent | |||
| Taylor Patik | Enrolled Agent | |||
| Starlynn Nipp | Certified Public Accountant | |||
| Rachel Finney | Administrative Coordinator |
31. American Capital Advisory
Industry: Financial Services
Location: Idaho
Website: americapadvisory.com
Company Founded: 2006
Company Size: 1-10
Company Address: 500 Washington Avenue, Ketchum, Idaho, United States
American Capital Advisory Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Matt Mcneal | Director | |||
| Ian Jameson | Director |
32. E Benefits Administration
Industry: Financial Services
Location: Idaho
Website: ebenefitsadministration.com
Company Founded: 2013
Company Size: 1-10
Company Address: 800 West Main Street, Boise, Idaho, United States
E Benefits Administration Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Nick Jerns | Partner |
33. Debt Reduction Services Inc.
Industry: Financial Services
Location: Idaho
Website: debtreductionservices.org
Company Founded: 1997
Company Size: 51-200
Company Address: 6213 North Cloverdale Road, Boise, Idaho, United States
Debt Reduction Services Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Holly Alsleben | Operations Assistant | |||
| Cara Steele | Director Of Operations | |||
| David Cay | Compliance And Qms Manager | |||
| Leota Alattar | Branch Manager | |||
| Hannah Rockett | Customer Service Representative | |||
| Melissa Braswell | Certified Financial Counselor One Team One Focus | |||
| Sharon Welborn | Branch Manager |
34. Financial Holdings
Industry: Financial Services
Location: Idaho
Website: finhld.com
Company Founded: 1996
Company Size: 1-10
Financial Holdings Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ben Patterson | Principal |
35. Westwater Research
Industry: Financial Services
Location: Idaho
Website: waterexchange.com
Company Founded: 2001
Company Size: 11-50
Company Address: 805 West Idaho Street, Boise, Idaho, United States
Westwater Research Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Clay Landry | Managing Director | |||
| Colton Richard | Junior Associate |
36. Centennial Wealth Management
Industry: Financial Services
Location: Idaho
Website: centennialwealthmanagement.com
Company Size: 1-10
Company Address: 3340 Merlin Drive, Idaho Falls, Idaho, United States
Centennial Wealth Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Rich Grider | Director Of Business Development |
37. Nexus Mortgage Lending
Industry: Financial Services
Location: Idaho
Website: myidahomortgage.com
Company Founded: 2003
Company Size: 1-10
Company Address: 550 West Sunnyside Road, Idaho Falls, Idaho, United States
Nexus Mortgage Lending Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Melissa Puckett | Mortgage Melissa* Owner And Licensed Mortgage Broker |
38. Pnc Aviation Finance
Industry: Financial Services
Location: Idaho
Website: pncaviationfinance.com
Company Size: 1-10
Company Address: 4355 Emerald Street, Boise, Idaho, United States
Pnc Aviation Finance Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Christopher Holm | Senior Vice President, Aircraft Finance | |||
| Yvonne Horton-jørgensen | Vice President | |||
| Connie Cahoon | Loan Support Analyst | |||
| Dwight Jensen | Account Associate |
39. Atkins Consulting
Industry: Financial Services
Location: Idaho
Company Size: 11-50
Company Address: 359 West Carter Street, Boise, Idaho, United States
Atkins Consulting Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jamesmarvin Atkins | Recovering | |||
| Machondia Bstm | Project Manager Independant Contractor |
40. Topo Financial Group
Industry: Financial Services
Location: Idaho
Website: topofinancial.com
Company Founded: 2010
Company Size: 201-500
Company Address: 147 North 2nd East, Rexburg, Idaho, United States
Topo Financial Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kitchener Larsen | Managing Agent, Trainer, Recruiter | |||
| Travis Roberts | Ram | |||
| Casey Spence | Salesperson |
41. Profitscore Capital Management
Industry: Financial Services
Location: Idaho
Website: profitscore.com
Company Size: 11-50
Company Address: 702 West Idaho Street, Boise, Idaho, United States
Profitscore Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Daniel Fernandez | Head Of Quantitative Analysis And Data Science | |||
| Michael Mann | Chief Compliance Officer |
42. Tct Risk Solutions
Industry: Financial Services
Location: Idaho
Website: tctrisk.com
Company Founded: 1989
Company Size: 1-10
Tct Risk Solutions Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Randy Thompson | Chief Executive Officer | |||
| Brian Evans | Chief Operations Officer |
43. Gemstone Capital, Llc
Industry: Financial Services
Location: Idaho
Website: gemstonecap.com
Company Founded: 2015
Company Size: 1-10
Company Address: 201 West State Street, Boise, Idaho, United States
Gemstone Capital, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bob Dean | Managing Partner |
44. Pinkerton Retirement Specialists Llc
Industry: Financial Services
Location: Idaho
Website: pinkertonretirement.com
Company Founded: 1987
Company Size: 11-50
Company Address: 2000 John Loop, Coeur D Alene, Idaho, United States
Pinkerton Retirement Specialists Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Paula Pinkerton | Institutional Services Assistant | |||
| Luke Osborn | File Clerk | |||
| Samuel Pinkerton | Research Associate | |||
| Matt Weed | Financial Planning Analyst |
45. Westfall Strategies
Industry: Financial Services
Location: Idaho
Website: westfallstrategies.com
Company Founded: 2009
Company Size: 1-10
Westfall Strategies Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| James Westfall | Principal Consultant | |||
| Kim Davies | Senior Accountant |
46. Byu-idaho Investment Society
Industry: Financial Services
Location: Idaho
Company Founded: 2012
Company Size: 51-200
Company Address: 525 South Center Street, Rexburg, Idaho, United States
Byu-idaho Investment Society Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Elmore Wallace | Vice President Of Endowment Funds | |||
| Cassidy Farar | Senior Analyst |
47. Nlp Secure
Industry: Financial Services
Location: Idaho
Website: nlpsecure.com
Company Founded: 1998
Company Size: 11-50
Company Address: 7253 West Franklin Road, Boise, Idaho, United States
Nlp Secure Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Justine Harvey | Director Of Support | |||
| Larry Allen | Account Consultant | |||
| Dominique Bates | Pci Officer | |||
| Chris Narvasa | Equipment Fulfillment And Customer Service | |||
| Sean Rupe | Account Consultant At Nlp Secure |
48. Continuum Advisory, Llc
Industry: Financial Services
Location: Idaho
Website: continuumadvisory.com
Company Founded: 2016
Company Size: 11-50
Company Address: 868 East Riverside Drive, Eagle, Idaho, United States
Continuum Advisory, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Lancer Cuddy | Operations |
49. Treasure Valley Factors
Industry: Financial Services
Location: Idaho
Website: treasurevalleyfactors.com
Company Founded: 2009
Company Size: 1-10
Treasure Valley Factors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Rhianon Kilzer | Software Developer | |||
| Shannon French | Business Development Officer | |||
| Lindsi Day | Accountant | |||
| Laura Elliott | Account Manager |
50. Educators Financial Assurance
Industry: Financial Services
Location: Idaho
Company Founded: 1997
Company Size: 1-10
Company Address: 1795 West Broadway, Idaho Falls, Idaho, United States
Educators Financial Assurance Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jim Hancock | Investment Advisor Representative, Money Manager | Financial Coach, Retirement Professional And President | |||
| Steven Hancock | Aspiring Financial Advisor |
51. Brahma Lending And Leasing
Industry: Financial Services
Location: Idaho
Website: brahmalendingandleasing.com
Company Size: 1-10
Company Address: 1323 Oakley Avenue, Burley, Idaho, United States
Brahma Lending And Leasing Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ryann Deaville | Commercial Loan Agent |
52. Crowne One Network, Inc.
Industry: Financial Services
Location: Idaho
Website: billingcure.com
Company Founded: 1987
Company Size: 11-50
Company Address: 5300 West Fairview Avenue, Boise, Idaho, United States
Crowne One Network, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Marla Tibbs | Vice President | |||
| Whitney Smith | Business Solutions Manager | |||
| Christopher Smith | Client Support Specialist |
53. Tresco Of Idaho
Industry: Financial Services
Location: Idaho
Website: trescoofidaho.com
Company Size: 11-50
Company Address: P/o Box 140616, Boise, Idaho, United States
Tresco Of Idaho Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Paul Seideman | President |
54. Practicallyindependent.com
Industry: Financial Services
Location: Idaho
Website: practicallyindependent.com
Company Founded: 2015
Company Size: 1-10
Company Address: 3147 South Jupiter Avenue, Boise, Idaho, United States
Practicallyindependent.com Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jay Rigler | Author |
55. Benchmark Bookkeeping Boise
Industry: Financial Services
Location: Idaho
Website: bookkeeepingboise.com
Company Founded: 2011
Company Size: 1-10
Company Address: 9830 West Meadowlark Court, Boise, Idaho, United States
Benchmark Bookkeeping Boise Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Robert Boyd | Owner |
56. Sekady Capital
Industry: Financial Services
Location: Idaho
Website: sekady.com
Company Founded: 2009
Company Size: 11-50
Company Address: 6905 Highway 95, Fruitland, Idaho, United States
Sekady Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Andrew Gruver | Software Developer |
57. P1fcu
Industry: Financial Services
Location: Idaho
Website: p1fcu.org
Company Founded: 1938
Company Size: 201-500
P1fcu Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jesse Duman | Business Loan Officer Ii | |||
| Mike Moser | Mortgage Loan Manager | |||
| Evelyn Harper | Bsa And Compliance Officer Cuce, Bsacs |
58. Panhandle State Bank
Panhandle State Bank Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Rhonda Seagraves | Vice President And Commerical Loan Officer Iv | |||
| Cheryl Paulson | Bank Applications Administrator | |||
| Missy Sitts | Crm Support Specialist | |||
| Anthony Kevan | Commercial Loan Officer | |||
| Pam Mulligan | Loan Processor | |||
| Dawn Rice | Personal Banker | |||
| Velda Unruh | Personal Banker |
59. Collection Bureau Inc.
Industry: Financial Services
Location: Idaho
Website: collectionbureauinc.com
Company Founded: 1993
Company Size: 1-10
Company Address: 719 1st Street South, Nampa, Idaho, United States
Collection Bureau Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mike Nelson | Business Development Manager | |||
| Madelena Rosado | Regional Account Manager | |||
| Madelena Carbajal | Business Development |
60. Integrity Factoring
Industry: Financial Services
Location: Idaho
Website: integrityfactoring.com
Company Founded: 2006
Company Size: 11-50
Company Address: P/o Box 546, Grand View, Idaho, United States
Integrity Factoring Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jens Schkade | Owner | |||
| Victoria Collett | Operations Manager | |||
| Victoria Morrison | Operations Manager | |||
| Anthony Fullmer | Director Of Marketing |
61. Premier Alliance Retirement Solutions
Industry: Financial Services
Location: Idaho
Website: premieralliance.net
Company Founded: 1997
Company Size: 1-10
Premier Alliance Retirement Solutions Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Chris Ritter | Director Of Client Relations |
62. Roby Financial
Industry: Financial Services
Location: Idaho
Website: robyfinancial.com
Company Size: 11-50
Company Address: 13465 North 1st Avenue, Boise, Idaho, United States
Roby Financial Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Rick Roby | Financial Advisor + Principal |
63. Exio - The Market Maker For Entrepreneurs
Industry: Financial Services
Location: Idaho
Website: goexio.com
Company Founded: 1932
Company Size: 1-10
Company Address: 2900 North Government Way, Coeur D Alene, Idaho, United States
Exio - The Market Maker For Entrepreneurs Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bill Littlefield | Navigator |
64. Jtb & Associates, Llc
Industry: Financial Services
Location: Idaho
Website: jtbandassociates.com
Company Founded: 2013
Company Size: 201-500
Jtb & Associates, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ashley Guy | Client Services Manager |
65. Mammoth Financial
Industry: Financial Services
Location: Idaho
Website: mammoth.financial
Company Founded: 2015
Company Size: 1-10
Company Address: 161 5th Avenue South, Twin Falls, Idaho, United States
Mammoth Financial Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Marcus Lutz | Associate Financial Planner |
66. Boise Window Tint
Industry: Financial Services
Location: Idaho
Website: boisewindowtint.com
Company Size: 1-10
Company Address: 12730 West Scotfield Street, Boise, Idaho, United States
Boise Window Tint Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bennett Akers | President |
67. Snake River Capital Funding
Industry: Financial Services
Location: Idaho
Company Size: 1-10
Company Address: 745 Buffalo Trail, Driggs, Idaho, United States
Snake River Capital Funding Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Delwyn Jensen | President |
68. Paramount Payment Systems
Industry: Financial Services
Location: Idaho
Website: paramountpayment.com
Company Founded: 2002
Company Size: 11-50
Company Address: 841 East Fairview Avenue, Meridian, Idaho, United States
Paramount Payment Systems Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jared Mcdaniel | Managing Member | |||
| Michael Swaim | Sales | |||
| Kyle Wickersham | Business Sales Coordinator | |||
| Mel Bones | Processing Manager | |||
| Jordan Mardis | Sales |
69. Caped Credit Union
Industry: Financial Services
Location: Idaho
Website: caped.com
Company Founded: 1936
Company Size: 201-500
Company Address: 275 South Stratford Drive, Meridian, Idaho, United States
Caped Credit Union Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Tanya Pesaturo | Mortgage Loan Processor | |||
| Sanela Zornic | Senior Fsr | |||
| Jacob Hibbard | Personal Financial Representative | |||
| Jessica Brennan | Member Support Specialist | |||
| Seth Hoover | Financial Services Representative | |||
| Victoria Hansen | Branch Manager | |||
| Sophie Khamissi | Financial Service Officer |
70. Simplot Employees Credit Union
Industry: Financial Services
Location: Idaho
Website: simplotecu.com
Company Size: 1-10
Company Address: 5272 Irving Street, Boise, Idaho, United States
Simplot Employees Credit Union Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Amy Ellis | Vice President Member Services |
71. Allegis Investment Services
Industry: Financial Services
Location: Idaho
Website: allegisis.com
Company Founded: 2014
Company Size: 1-10
Allegis Investment Services Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Thomas Parkin | Osj Supervisor |
72. Gm2 Success Llc
Industry: Financial Services
Location: Idaho
Website: gm2success.com
Company Founded: 2012
Company Size: 1-10
Company Address: 2667 East Gala Court, Meridian, Idaho, United States
Gm2 Success Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Lawna Webb | Director Of Business And Client Relations |
73. Master Financial
Industry: Financial Services
Location: Idaho
Company Size: 11-50
Master Financial Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mike Tunison | Chief Executive Officer |
74. Spinnaker Financial Advisors, Llc.
Industry: Financial Services
Location: Idaho
Website: spinnakerfinancial.com
Company Founded: 1998
Company Size: 1-10
Company Address: 2922 Cortez Avenue, Idaho Falls, Idaho, United States
Spinnaker Financial Advisors, Llc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Alan Campbell | Financial Advisor |
75. Alpha Capital Llc
Industry: Financial Services
Location: Idaho
Company Founded: 2009
Company Size: 1-10
Company Address: 313 North Second Avenue, Sandpoint, Idaho, United States
Alpha Capital Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Terri Margolin | Logistics Manager | |||
| Rebecca Roberts | Client Solutions Representative |
76. Bell Financial Group
Industry: Financial Services
Location: Idaho
Website: bellfingrp.com
Company Founded: 2006
Company Size: 1-10
Company Address: 1833 East 17th Street, Idaho Falls, Idaho, United States
Bell Financial Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brady Bell | Mortgage Loan Officer |
77. Tumwater Wealth Management
Industry: Financial Services
Location: Idaho
Website: tumwaterwealth.com
Company Founded: 2019
Company Size: 1-10
Company Address: 101 South Capitol Boulevard, Boise, Idaho, United States
Tumwater Wealth Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jaxon Hughes | Service Associate | |||
| Chelayne Molck | Executive Assistant |
78. D&s Factors, Llc
Industry: Financial Services
Location: Idaho
Website: dsfactors.com
Company Founded: 2003
Company Size: 11-50
Company Address: P/o Box 1210, Fruitland, Idaho, United States
D&s Factors, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Emily Fort | Credit And Collections | |||
| Holly Helms | Credit Analyst | |||
| Jason Meyers | Farm Manager | |||
| Tyra Martinez | Customer Service Representative | |||
| Julissa Brandon | Verification Specialist |
79. Alpha Capital Finance
Industry: Financial Services
Location: Idaho
Website: alpha-capital.com
Company Founded: 2009
Company Size: 11-50
Company Address: 313 North Second Avenue, Sandpoint, Idaho, United States
Alpha Capital Finance Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Robert Chambers | Chief Operating Officer | |||
| Barbara Hilton | Administrative Assitant |
80. Doceo Wealth, Llc
Industry: Financial Services
Location: Idaho
Company Founded: 2018
Company Size: 1-10
Company Address: 1880 South Cobalt Point Way, Meridian, Idaho, United States
Doceo Wealth, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jeffrey Durham | Senior Wealth Advisor |
81. Trebar Financial Services, Inc.
Industry: Financial Services
Location: Idaho
Website: trebarfsi.com
Company Founded: 1986
Company Size: 1-10
Trebar Financial Services, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ed Barrett | Sales Manager | |||
| Carlos Garcia | Administrative Assistant | |||
| Rhoda Stout | Account Manager |
82. Paul Mitchell, The Hair Academy
Paul Mitchell, The Hair Academy Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kandice Barker | Service Desk Coordinator | |||
| Kylie Selander | Cosmetology Instructor At Paul Mitchell, The Hair Academy | |||
| Penny Poe | Learning Leader | |||
| Jomanda Tippetts | Education Leader | |||
| Christina Casella | Hairdresser | |||
| Saran Brown | Future Professional | |||
| Sarah Ehlert | Core Learning Leader |
83. Mountain View Financial
Industry: Financial Services
Location: Idaho
Website: mountainvfinancial.com
Company Founded: 2004
Company Size: 1-10
Company Address: 1065 East Winding Creek Drive, Eagle, Idaho, United States
Mountain View Financial Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Katie Kirkpatrick | Owner |
84. Mountain West Ira
Industry: Financial Services
Location: Idaho
Website: mountainwestira.com
Company Founded: 2006
Company Size: 11-50
Company Address: 10096 West Fairview Avenue, Boise, Idaho, United States
Mountain West Ira Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brenda Beehler | Marketing Assistant | |||
| Diana Harper-hoff | Business And Marketing Coordinator | |||
| Talitha Hurlbert | Transaction Coordinator | |||
| Jolene Thomas | Accounts Receivable Clerk |
85. Merrill Lynch
Industry: Financial Services
Location: Idaho
Website: magisteroperis.com
Company Size: 51-200
Company Address: 1005 East Jackson Creek Road, Inkom, Idaho, United States
Merrill Lynch Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Terri Payne | Vp, International Market Supervision Manager | |||
| April Malcolm | Wmcs Banking And Brokerage |
86. Trugrocer Federal Credit Union
Industry: Financial Services
Location: Idaho
Website: trugrocer.com
Company Founded: 1965
Company Size: 11-50
Company Address: 501 East Highland Street, Boise, Idaho, United States
Trugrocer Federal Credit Union Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ken Smith | Senior Vice President, Technology And Risk Management | |||
| Leo Francis | Regulatory Compliance Officer | |||
| Phyllis Adkins | President And Chief Executive Officer | |||
| Breecia Langdon | Teller |
87. Solid Wealth Company
Industry: Financial Services
Location: Idaho
Website: solidwealthco.com
Company Size: 1-10
Company Address: 3715 East Overland, Meridian, Idaho, United States
Solid Wealth Company Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Dirk Wall | Financial Advisor |
88. University Financial Group
Industry: Financial Services
Location: Idaho
Website: myunifi.com
Company Size: 1-10
Company Address: 275 South 5th Avenue, Pocatello, Idaho, United States
University Financial Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Sean Ennis | Registered Representative |
89. Zions Credit Corp
Industry: Financial Services
Location: Idaho
Company Size: 11-50
Company Address: 800 West Main Street, Boise, Idaho, United States
Zions Credit Corp Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Stephanie Blake | Department Specialist | |||
| Jennifer Pehrson | Department Specialist | |||
| Troy Adair | Vice President |
90. Anderson Cabinet & Millwork
Industry: Financial Services
Location: Idaho
Website: andersoncabinet.net
Company Size: 11-50
Company Address: 198 North 4700 East, Rigby, Idaho, United States
Anderson Cabinet & Millwork Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Matthew Miller | Project Manager And Estimator | |||
| Cody Bowler | General Manager |
91. M3 Wealth
Industry: Financial Services
Location: Idaho
Website: m3wealth.com
Company Founded: 2002
Company Size: 1-10
M3 Wealth Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Skyler Serna | Financial Planning Intern |
92. Financial Management Association At Boise State University
Industry: Financial Services
Location: Idaho
Company Size: 51-200
Company Address: 1910 University Drive, Boise, Idaho, United States
Financial Management Association At Boise State University Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Roxy Herron | President |
93. Potlatch No.1 Fcu
Industry: Financial Services
Location: Idaho
Company Size: 11-50
Company Address: 1015 Warner Avenue, Lewiston, Idaho, United States
Potlatch No.1 Fcu Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Andrew Henrie | Virtual Member Service Associate |
94. Legacy Mortgage Group Llc
Industry: Financial Services
Location: Idaho
Website: legacymortgagegroup.com
Company Size: 11-50
Company Address: 1600 John Adams Parkway, Idaho Falls, Idaho, United States
Legacy Mortgage Group Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Pam Owens | Mortgage Loan Originator |
95. Capital Matrix
Industry: Financial Services
Location: Idaho
Company Founded: 1984
Company Size: 1-10
Company Address: 1471 Shoreline Drive, Boise, Idaho, United States
Capital Matrix Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Austin Heindel | Senior Credit Analyst |
96. Presnell Gage
Industry: Financial Services
Location: Idaho
Website: presnellgage.com
Company Size: 51-200
Company Address: 609 South Washington Street, Moscow, Idaho, United States
Presnell Gage Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kiall Swift | Manager | |||
| Holly Abbott | Office Manager |
97. Trimp Wealth Management
Industry: Financial Services
Location: Idaho
Company Size: 1-10
Company Address: 1195 South Boulevard, Idaho Falls, Idaho, United States
Trimp Wealth Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Patrick Trimp | Owner |
98. Federal Benefits Retirement Network
Industry: Financial Services
Location: Idaho
Website: fededucators.com
Company Size: 1-10
Company Address: 418 South 9th Street, Boise, Idaho, United States
Federal Benefits Retirement Network Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Charlene Roberts | General Manager | |||
| Greg Barrett | Field Instructor |
99. American Independent Securities Group, Llc
Industry: Financial Services
Location: Idaho
Company Size: 11-50
American Independent Securities Group, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Marina Pelren | Compliance | |||
| Jessica Young | Operations |
100. Financial Planning Services, Llc
Industry: Financial Services
Location: Idaho
Website: fps4u.com
Company Founded: 1978
Company Size: 1-10
Company Address: 3601 North Lake Harbor Lane, Boise, Idaho, United States
Financial Planning Services, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Olani Beal | Registered Representative |
| No. | Name | Company | Job Title | Phone | ||
|---|---|---|---|---|---|---|
| 1 | Rich Stuppy | Kount | Chief Customer Experience Officer | |||
| 2 | Adam Boswell | Kount | Director Of Engineering | |||
| 3 | Casey Zenner | Kount | Director Of Enterprise Sales | |||
| 4 | Kathryn Vargas | Kount | Product Marketing Manager | |||
| 5 | Scott Klossner | Kount | Chief Financial Officer | |||
| 6 | Jim Gasaway | Kount | Chief Technology Officer, Vice President Of Information Technology Development And Vice President Of Information Technology Development Of Keynetics | |||
| 7 | Katie Lenz | Kount | Senior Integrated Marketing Manager | |||
| 8 | Luis Munoz | Homeside Financial | Mortgage Planner | |||
| 9 | Gina Best | Homeside Financial | Senior Loan Officer At Homeside Financial, Nmls 480635 | |||
| 10 | Crissy Francis | Homeside Financial | Director Of Business Development | |||
| 11 | Stacy Kimrey | Homeside Financial | Sales Manager, Vice President | |||
| 12 | A Alexis Vining | Homeside Financial | Vice President Community Development | |||
| 13 | Joshua Smith | Homeside Financial | Mortgage Loan Officer | |||
| 14 | Carlos Montero | Homeside Financial | Branch Manager, Vice President @ Homeside Financial | |||
| 15 | Annie Green | Idaho Housing And Finance Association | Training Officer | |||
| 16 | Deanna Ward | Idaho Housing And Finance Association | Development Director, Home Partnership Foundation, Inc | |||
| 17 | Jeff Holmes | Idaho Housing And Finance Association | Housing Compliance Auditor | |||
| 18 | Chuck Kracht | Idaho Housing And Finance Association | Director Of Loan Servicing | |||
| 19 | Lisa Steele | Idaho Housing And Finance Association | Ihfa | |||
| 20 | Annie Smith | Idaho Housing And Finance Association | Lender And Broker Contact | |||
| 21 | Greg Blake | Idaho Housing And Finance Association | Chief Information Officer For Idaho Housing And Finance Association | |||
| 22 | Cassie Fontaine | Mountain West Bank | Vice President And Senior Commercial Loan Officer | |||
| 23 | Travis Mire | Mountain West Bank | Mortgage Loan Officer | |||
| 24 | Dan Price | Mountain West Bank | Community Banking President | |||
| 25 | Bret Tinker | Mountain West Bank | Vice President | |||
| 26 | Parker Jacobs | Mountain West Bank | Director Of Championships | |||
| 27 | Marilyn Buroker | Mountain West Bank | Mortgage Loan Originator | |||
| 28 | Jodi Ward | Mountain West Bank | Marketing Director | |||
| 29 | Tracey Stone | Massmutual Idaho | Recruiting And Marketing Director, Career Agent | |||
| 30 | Jeff Cornilles | Massmutual Idaho | Financial Services Professional | |||
| 31 | Scott Mason | Massmutual Idaho | Brokerage Director | |||
| 32 | Debbie Dale | Massmutual Idaho | Financial Services Professional | |||
| 33 | Lacp Debbie Dale | Massmutual Idaho | Registered Representative | |||
| 34 | Jeff Cornilles | Massmutual Idaho | Financial Services Professional | |||
| 35 | Keaton Moore | Massmutual Idaho | Manager | |||
| 36 | Troy Mathews | Allegis Financial Partners | Financial Advisor | |||
| 37 | Lloyd Lyman | Allegis Financial Partners | Financial Representative | |||
| 38 | Dave Ries | Allegis Financial Partners | Financial Advisor | |||
| 39 | John Seable | Allegis Financial Partners | Investment Advisor Representative | |||
| 40 | Robbie Crockett | Allegis Financial Partners | Financial Planner |
Financial Services companies in different regions of USA
