Ameriprise Financial Services, LLC
Financial Advisors
· Twin Falls, ID
Published in partnership with Amy McMurdie - Financial Advisor, Ameriprise Financial Services, LLC
Book online anytime
Amy McMurdie is a CERTIFIED FINANCIAL PLANNER® with 26 years of experience serving Twin Falls clients through Balanced Rock Financial Group, an Ameriprise Financial Services practice. She specializes in retirement planning, investment management, estate planning, and wealth preservation strategies, holding multiple advanced designations including CRPC, AIF, and AWMA certifications that demonstrate her commitment to fiduciary standards and comprehensive financial planning.
Best for: Pre-retirees and retirees planning comprehensive financial strategies, high-net-worth individuals seeking wealth preservation and estate planning, domestic partners requiring specialized planning, small business owners
Service area: Twin Falls, Idaho and surrounding areas
Extensive Credentials & Designations: Amy holds 20+ professional certifications including CFP, CRPC, AIF (Accredited Investment Fiduciary), AWMA, and AEP, demonstrating deep expertise in fiduciary practices, retirement planning, estate planning, and wealth management across diverse client situations.
26 Years of Proven Experience: With over two decades as a financial advisor, Amy brings established expertise and long-term client relationships to her practice, backed by a perfect 5.0/5 client satisfaction rating.
Comprehensive Planning Approach: She addresses retirement strategies, estate planning, education savings, domestic partner planning, and wealth preservation—providing integrated financial guidance beyond basic investment management.
“Amy McMurdie's customer service goes above and beyond. She genuinely cares about her clients; is very responsive, and always professional. It provides a lot of peace of mind to my husband and I to have her manage our account.”
— Kara Gleckler, Google Review
Book online: Book Online Now →
Phone: (208) 734-8909
Address: 1025 Shoshone St N #5, Twin Falls, ID 83301 (Get directions)