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401K SourceFinancial advisor in Boise, ID

401K Source is a financial advisor at 1649 W Shoreline Dr Unit 102, Boise, ID 83702, ranked #26 of 78 financial planners in Boise and rated 4.3 from 6 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Boise, IDUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about 401K Source
Address1649 W Shoreline Dr Unit 102, Boise, ID 83702Get directions
Phone(208) 287-4400
Google rating4.3 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Retirement Planningbusiness name

Service area

Serves Boise and 6 towns within 25 miles: Garden City, Meridian, Eagle, Kuna, Nampa and Caldwell.

Based in Boise, IDView on map

Questions about 401K Source

How is 401K Source ranked in Boise?

401K Source is ranked #26 of 78 financial planners in Boise by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does 401K Source serve?

Serves Boise and 6 towns within 25 miles: Garden City, Meridian, Eagle, Kuna, Nampa and Caldwell. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about 401K Source?

401K Source has a rating of 4.3 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact 401K Source?

Call 401K Source on (208) 287-4400. The business is at 1649 W Shoreline Dr Unit 102, Boise, ID 83702. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

401K Source compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
401K Source (this business)—664.3 (6)——
Roby Financial#24665.0 (5)NoNo0.9 mi
Washington Trust Bank#25664.7 (10)NoNo4.7 mi
Sean McCullough - COUNTRY Financial Agent#27665.0 (11)NoNo8.1 mi

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