Make Smarter Choices With Your Money
At Mayes Financial, we believe in a holistic approach to addressing your financial needs. We are committed to building long-lasting relationships with our clients that extend beyond portfolio and investment management. Our unique planning approach allows us to create comprehensive financial solutions for our clients throughout all phases of life.
A financial planner is a qualified investment professional who helps individuals and corporations meet their long-term financial objectives. Financial planners do their work by consulting with clients to analyze their goals, risk tolerance, life or corporate stages and identify a suitable class of investments for them. From there they may set up a program to help the client meet those goals by distributing their available savings into a diversified collection of investments designed to grow or provide income as desired.
Mayes Financial founder, Greg Mayes, has served as an advisor to hundreds of client families throughout Idaho and Boise for over 35 years.
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While tax and legal and estate issues may be discussed in the general course of financial and investment planning Mayes Financial does not provide tax or legal advice. Please consult with your tax or legal professional prior to making decisions relative to these issues. Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor, Insurance, Consulting and Education services offered through Mayes Financial. Mayes Financial is a separate and unaffiliated entity from Advisory Alpha. Access the Firm ADV and Form CRS