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If you’ve recently moved to Boise, let us be the first to welcome you to our favorite city! If you’re like most investors, you desire a local advisor because investment and financial planning conversations are difficult to have over the phone. Whether you are currently with Raymond James or another firm, we invite you to come in for a cup of coffee so we can talk and better understand your needs. We have helped many newcomers transition their move to Boise. We know how to make your financial move pain-free. Raymond James will even pay transfer fees. Our service is flexible, we can either work with your current CPA and estate attorney or recommend local professionals.
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Wood Tarver Financial is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Wood Tarver Financial and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wood Tarver Financial unless a client service agreement is in place.
1101 W. River Street // Suite 170 // Boise, ID 83702 // P: 208.343.2001