Skip to content

Treasure Valley Financial PlanningFinancial advisor in Meridian, ID

Treasure Valley Financial Planning is a financial advisor at 3715 E Overland Rd Ste 205, Meridian, ID 83642, ranked #2 of 132 financial advisors in Meridian and rated 5.0 from 193 Google reviews. Open Monday to Friday.

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.

Meridian, IDUpdated 0 paid placements in any rankingHow we rank

Call (208) 789-0888Website ↗

Key facts

Key facts about Treasure Valley Financial Planning
Address3715 E Overland Rd Ste 205, Meridian, ID 83642Get directions
Phone(208) 789-0888
Websitetreasurevalleyplanning.com
HoursMonday to Thursday: 8:30 AM – 5 PM; Friday: 9 AM – 4:30 PM
Google rating5.0 from 193 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

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

Based in Meridian, IDView on map

Opening hours

Opening hours for Treasure Valley Financial Planning
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday9 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Treasure Valley Financial Planning

How is Treasure Valley Financial Planning ranked in Meridian?

Treasure Valley Financial Planning is ranked #2 of 132 financial advisors in Meridian by RFA Score, with 78 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 are Treasure Valley Financial Planning’s hours?

Treasure Valley Financial Planning is open Monday to Friday. Its listed hours are Monday to Thursday, 8:30 AM – 5 PM; Friday, 9 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Treasure Valley Financial Planning serve?

Serves Meridian and 6 towns within 25 miles: Garden City, Eagle, Boise, 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 Treasure Valley Financial Planning?

Treasure Valley Financial Planning has a rating of 5.0 from 193 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 Treasure Valley Financial Planning?

Call Treasure Valley Financial Planning on (208) 789-0888. The business is at 3715 E Overland Rd Ste 205, Meridian, ID 83642. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Treasure Valley Financial Planning? Claim this profile.

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

Claim this profile

Compare nearby financial advisors

Treasure Valley Financial Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Treasure Valley Financial Planning (this business)—785.0 (193)NoNo
Monroe & Associates LLC, Primerica Financial Services / Primerica Advisors#1785.0 (216)NoNo3.0 mi
Freedom Payments#3784.9 (239)NoNo0.7 mi
Legacy Insurance and Financial Services#4785.0 (161)NoNo2.0 mi

See all 132 ranked financial advisors in Meridian