Financial Advisors
Meridian, ID
Castle Peak Financial is an independent financial advisory firm located in Meridian, Idaho, serving clients throughout the Boise area. They provide comprehensive financial planning and investment management services tailored to help individuals and families build and preserve wealth. Their team works closely with clients to develop personalized strategies aligned with long-term financial goals.
Ideal for: Individuals seeking comprehensive financial planning, Business owners planning for retirement, Families managing multi-generational wealth
Service area: Meridian, Boise, and surrounding areas in Idaho
Independent Advisory Firm: Castle Peak Financial operates as an independent firm, allowing them to provide unbiased recommendations without ties to specific financial institutions or product manufacturers.
Personalized Planning Approach: They develop customized financial strategies based on individual client circumstances, goals, and timelines rather than one-size-fits-all solutions.
Local Presence: Based in Meridian with direct local access, they serve the Boise-area community with personalized service and ongoing relationship management.
Address: 1494 W Ustick Rd Suite 100, Meridian, ID 83646
Phone: (208) 519-7166
Website: castlepeakfinancial.com
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