Top 20 Financial Services Companies in Idaho Falls

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Below is the list of Top 20 Financial Services Companies in Idaho Falls ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Idaho Falls

1. Cornerstone Financial Advisors

Industry: Financial Services

Location: Idaho Falls, 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 LinkedIn Phone Email
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
Requires/Intent
Business Strategy & Growth Consulting
Securities Trading & Brokerage
and more

2. East Idaho Credit Union

Industry: Financial Services

Location: Idaho Falls, 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 LinkedIn Phone Email
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
Requires/Intent and 14 more Employees
Compliance & Regulatory Advisory
Credit Rating & Analysis
and more

3. Financial Holdings

Industry: Financial Services

Location: Idaho Falls, Idaho

Website: finhld.com

Company Founded: 1996

Company Size: 1-10

Financial Holdings Contact Details

Name Title LinkedIn Phone Email
Ben Patterson Principal
Requires/Intent
Investment Advisory
Quality Control & Assurance
and more

4. Centennial Wealth Management

Industry: Financial Services

Location: Idaho Falls, 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 LinkedIn Phone Email
Rich Grider Director Of Business Development
Requires/Intent
Quality Control & Assurance
Mergers & Acquisitions Advisory
Securities Trading & Brokerage
Data Analytics & Business Intelligence
and more

5. Nexus Mortgage Lending

Industry: Financial Services

Location: Idaho Falls, 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 LinkedIn Phone Email
Melissa Puckett Mortgage Melissa* Owner And Licensed Mortgage Broker
Requires/Intent
ERP For Financial Institutions
Technology Consulting
Mortgage & Loan Processing
Corporate Finance Strategy
and more

6. Educators Financial Assurance

Industry: Financial Services

Location: Idaho Falls, 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 LinkedIn Phone Email
Jim Hancock Investment Advisor Representative, Money Manager | Financial Coach, Retirement Professional And President
Steven Hancock Aspiring Financial Advisor
Requires/Intent
Branding & Public Relations
Document Management & E-signature Solutions
Banking & Payment Processing
Risk Management & Compliance
Data Analytics & Business Intelligence
and more

7. Allegis Investment Services

Industry: Financial Services

Location: Idaho Falls, Idaho

Website: allegisis.com

Company Founded: 2014

Company Size: 1-10

Allegis Investment Services Contact Details

Name Title LinkedIn Phone Email
Thomas Parkin Osj Supervisor
Requires/Intent
AI-powered Financial Insights
Employee Training & Workforce Development
API Integration For FinTech
Banking & Payment Processing
and more

8. Spinnaker Financial Advisors, Llc.

Industry: Financial Services

Location: Idaho Falls, 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 LinkedIn Phone Email
Alan Campbell Financial Advisor
Requires/Intent
Financial Forecasting & Modeling
AI-powered Financial Insights
Treasury & Cash Flow Management
Securities Trading & Brokerage
and more

9. Bell Financial Group

Industry: Financial Services

Location: Idaho Falls, 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 LinkedIn Phone Email
Brady Bell Mortgage Loan Officer
Requires/Intent
Hedge Fund & Private Equity Consulting
Banking & Payment Processing
and more

10. M3 Wealth

Industry: Financial Services

Location: Idaho Falls, Idaho

Website: m3wealth.com

Company Founded: 2002

Company Size: 1-10

M3 Wealth Contact Details

Name Title LinkedIn Phone Email
Skyler Serna Financial Planning Intern
Requires/Intent
Corporate Finance Strategy
Securities Trading & Brokerage
and more

11. Legacy Mortgage Group Llc

Industry: Financial Services

Location: Idaho Falls, 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 LinkedIn Phone Email
Pam Owens Mortgage Loan Originator
Requires/Intent
Loan Origination & Servicing Platforms
Risk Assessment & Mitigation
and more

12. Trimp Wealth Management

Industry: Financial Services

Location: Idaho Falls, Idaho

Company Size: 1-10

Company Address: 1195 South Boulevard, Idaho Falls, Idaho, United States

Trimp Wealth Management Contact Details

Name Title LinkedIn Phone Email
Patrick Trimp Owner
Requires/Intent
Treasury & Cash Flow Management
Cloud Computing Solutions
Digital Payment & Subscription Solutions
Loan Origination & Servicing Platforms
API Integration For FinTech
and more
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Idaho Falls Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Matt Porter Cornerstone Financial Advisors Certified Financial Plannerâ â Financial Advisor Who Helps You Make Wise Decisions With Your Finances
2 John Koyle Cornerstone Financial Advisors Financial Advisor, Senior Vice President â Your High-tech, High-touch Advisor
3 Michael Lamaina Cornerstone Financial Advisors President
4 Monique Myers Cornerstone Financial Advisors Administrative Assistant
5 Kathy Nicoson Cornerstone Financial Advisors Administrative Assistant
6 Charles Crutchfield Cornerstone Financial Advisors Financial Advisor
7 Toby Hayes East Idaho Credit Union Vice President Of Marketing
8 Riley Despot East Idaho Credit Union Consumer Loan Underwriter
9 Marci Barker East Idaho Credit Union Chief Connection Officer And Human Resources
10 Jake Arehart East Idaho Credit Union Marketing Generalist
11 Alicia Jones East Idaho Credit Union Assistant Vice President Of Sales And Service
12 Adam Serr East Idaho Credit Union Vice President Of Wealth Management
13 Keller Nelson East Idaho Credit Union Bank Teller
14 Ben Patterson Financial Holdings Principal
15 Rich Grider Centennial Wealth Management Director Of Business Development
16 Melissa Puckett Nexus Mortgage Lending Mortgage Melissa* Owner And Licensed Mortgage Broker
17 Jim Hancock Educators Financial Assurance Investment Advisor Representative, Money Manager | Financial Coach, Retirement Professional And President
18 Steven Hancock Educators Financial Assurance Aspiring Financial Advisor
19 Thomas Parkin Allegis Investment Services Osj Supervisor
20 Alan Campbell Spinnaker Financial Advisors, Llc. Financial Advisor
21 Brady Bell Bell Financial Group Mortgage Loan Officer
22 Skyler Serna M3 Wealth Financial Planning Intern
23 Pam Owens Legacy Mortgage Group Llc Mortgage Loan Originator
24 Patrick Trimp Trimp Wealth Management Owner

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