Financial Advisors
Twin Falls, ID
Jeffrey McMurdie is a Private Wealth Advisor with Ameriprise Financial Services' Balanced Rock Financial Group in Twin Falls, ID, bringing 26 years of financial advisory experience. He specializes in retirement planning strategies, investment management, insurance products, estate planning, and retirement income strategies for individuals and families. McMurdie holds multiple professional designations including CFS (Certified Fund Specialist) and CRPC (Chartered Retirement Planning Counselor), and demonstrates expertise across wealth management, estate planning, and portfolio management.
Ideal for: Pre-retirees and retirees, high net worth individuals, families seeking estate planning, small business owners
Service area: Twin Falls, ID and surrounding areas
26 Years of Experience: Extensive background in financial advisory with deep expertise across retirement planning, estate strategies, and investment management.
Multiple Professional Credentials: Holds CFS, CRPC, AAMS, AIF, AWMA, and other advanced certifications demonstrating commitment to fiduciary standards and comprehensive wealth management.
Comprehensive Services: Offers full-spectrum financial planning including retirement strategies, estate planning, family finances, charitable giving, and insurance solutions.
Address: 1025 Shoshone St N #5, Twin Falls, ID 83301
Phone: (208) 734-8909
Website: ameripriseadvisors.com
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