Journey Financial Services E 17th St, Ammon

My wife & I were 3-5 years from retirement, so we signed up for the class offered by Journey on retirement planning, it was an eye opener. After the class we had Journey run a retirement plan for us & to our surprise, we are able to retire now, so we did! Journey's team is great, very investment savvy & on top of their game, someone personable you can sit down with, rather than dealing with a stranger over the phone. It's great having all of our investments in one place, with one advisor we know & trust. We never thought we'd have a local financial advisor, but after taking the class we realized we were in over our heads. For us it's better to let a local professional handle it. We now feel more secure about our financial future, and it's allot less worry for us knowing we are in capable hands. Taking Journey's class was a game changer for us, retirement is bliss! Thanks Journey Financial!

As I am about to enter retirement, I am submitting this review for the company that made my retirement possible: Journey Financial Services. Before working with Journey, I managed my own finances. Jennifer introduced new concepts for wealth management that made sense and have since worked to the point where I can retire early. Journey listens, offers suggestions, analyzes options, and makes recommendations that help me steer my family’s financial future with Journey’s consummate knowledge. Jennifer and Jordan bring a broad range of capabilities, instilling confidence and ensuring our needs are always met. Journey’s entire team is dedicated to our financial well-being, and we always look forward to meeting with them.

Our experience with Journey Financial was outstanding! Jennifer is VERY knowledgeable and took the time to explain her strategy thoroughly. We felt extremely confident in having her manage our investment and enjoyed our time meeting with her. Allison has been so helpful, responsive, and willing to go the extra mile at every step of the process. We would recommend them to anyone!

The great financial advisors, Jennifer, Jordan and Jana are very knowledgeable and helpful with all our questions on investment strategies. We can contact them anytime with any concerns we have during these very challenging times. We’d like to challenge any other clients to post interactions and experiences you’ve had with this top notch organization.

They are amazing to work with .... trustworthy, attentive and excellent at there job. I'm very thankful for all there advise and expertise.