Journey Financial Services - Ammon, Idaho

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Journey Financial Services: A Trusted Partner for Your Financial Future

Journey Financial Services is a dedicated financial planning firm committed to guiding individuals and families toward secure and fulfilling futures. Located in Ammon, Idaho, at 3040 E 17th St #2, Ammon, ID 83406, Journey Financial offers a full suite of services designed to address diverse financial needs. You can reach them directly at Phone: 2085529169, or visit their informative Website: journeyretirement.com to learn more.

Specializations and Services

Journey Financial Services distinguishes itself through a focused expertise in several key areas. Primarily, they operate as a highly regarded Investment Service provider, assisting clients in building and managing portfolios aligned with their long-term goals. Furthermore, they function as a reputable Life Insurance Agency, offering comprehensive coverage solutions to safeguard families and assets. Beyond these core areas, they offer comprehensive Financial Planner services, providing personalized strategies encompassing retirement planning, estate planning, and wealth management.

Accessibility and Amenities

Journey Financial Services prioritizes client accessibility. The office is conveniently located and features a Wheelchair accessible entrance, Wheelchair accessible parking lot and Wheelchair accessible restroom. They also provide a comfortable and convenient Restroom for their clients. Appointments are highly recommended to ensure dedicated attention and personalized service. They also operate with Online appointments for added flexibility.

Client Feedback and Reputation

Journey Financial Services has garnered positive attention within the community, as evidenced by its impressive 9 reviews on Google My Business, averaging a remarkable 5/5. The consistent praise suggests a commitment to exceptional client service and knowledgeable guidance. Clients frequently highlight the thoroughness of their consultations and the clear explanations provided regarding complex financial concepts. It’s clear that the team at Journey Financial strives to create a welcoming and supportive environment.

Key Points of Interest

• Women-Owned Business: Journey Financial Services is a proud women-owned enterprise.
• Dedicated Consultation: Appointments are strongly encouraged to ensure each client receives individualized attention.

Conclusion and Recommendation

Based on its established expertise, commitment to accessibility, and overwhelmingly positive client feedback, Journey Financial Services appears to be a reliable and trustworthy partner for anyone seeking professional financial guidance. They offer a holistic approach, covering investments, insurance, and comprehensive financial planning. We confidently recommend exploring their services further through their website: journeyretirement.com. Contacting them today is a proactive step toward securing a brighter financial future.

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👍 Reviews of Journey Financial Services

Gary S.

5/5

From the minute, we walked in the door with the receptionist to Paul our financial advisor. Our experience was wonderful. Paul is very knowledgeable and helped us look at three different scenarios to see what would best fit our timeline to retire. We would recommend Journey Financial to everyone wanting to Look at retiring, or anything else they offer.

K&M

5/5

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!

Erin P.

5/5

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!

Randy B.

5/5

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.

Greg H.

5/5

Journey was the best switch we have done. We moved our business over to them to manage our retirement plan and my employees couldn't be happier. Great customer service. Highly recommended, Thank you!

Mike G.

5/5

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.

Lisa H.

5/5

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

Steve B.

5/5

It was great