Financial Services



D. L. Evans Bank

Investor Level: Community Investor

Since 1904 D. L. Evans Bank has been Idaho's #1 Hometown Community Bank, a safe and secure choice for Idaho Famlies. After all, there's no place like home.

  • Personal Services
  • Premier Club
  • Business Services
  • Online Services
  • Mortgage Services
  • Private Banking
  • Investment Services
  • Student Account
  • Scholarships

 

Contact Information:
888 E 17th St. 
Idaho Falls, ID 83404 
Phone: (208) 542-2354


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Bank of Idaho

Investor Level: Heritage Investor

Bank of Idaho offers a wide range of loan and deposit services as well as electronic banking, remote capture deposit, ATMs, and 24-hour telephone banking.

Bank of Idaho has branches in Idaho Falls, Pocatello, St. Anthony, Ashton, and Island Park.

Contact Information:
399 N. Capital Ave.
Idaho Falls, ID 83403

1800 Channing Way
Idaho Falls, ID 83403
Toll-free: 1-(888) 396-8757

Corporate Website:
LINK


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D. A. Davidson & Co.

Investor Level: Associate Investor

D.A. Davidson & Co., an independently owned investment firm based in Montana, opened the Idaho Falls branch office in 2008.

Serving both individual investors and business clients from the Idaho Falls group is: Jerry Hong, Senior Vice President, Financial Consultant; Ron Koester, Senior Vice President, Financial Consultant; and Carla Spanbauer, Client Associate.

Hong previously served as financial consultant and branch manager for Piper Jaffray for 22 years, following work as a teacher in the Blackfoot School District. He is active in a variety of community organizations.
 
Koester also joins D.A. Davidson with extensive financial experience. His 27 years of securities industry work include serving as branch manager of the Piper Jaffray office in Idaho Falls.

Spanbauer rounds out the team of investment professionals, and has worked alongside Hong and Koester for the last 11 years.

The Idaho Falls office is the seventh D.A. Davidson branch in Idaho, alongside offices in Boise, Coeur d’Alene, Lewiston, Moscow, Pocatello and Sandpoint. In addition to its Idaho branches, D.A. Davidson operates brokerage offices in Colorado, Montana, Nebraska, Oregon, Utah, Washington and Wyoming.

About D.A. Davidson & Co. Founded in 1935, D.A. Davidson is the largest full-service investment firm based in the Northwest, with offices in 16 states. Besides brokerage services, D.A. Davidson provides award-winning research, asset and wealth management, and estate and insurance services to individual, business and governmental investors. In addition, the firm provides a full suite of corporate services, investment banking and sales and trading services for institutional investors.

D.A. Davidson is a wholly owned subsidiary of Davidson Companies, an employee-owned financial services company based in Great Falls, Montana. Also part of Davidson Companies are Davidson Investment Advisors, a professional wealth management firm; Davidson Fixed Income Management, a registered investment adviser providing money management and other fixed income services; Davidson Trust Co., a wealth management and trust business; and Davidson Travel, a full-service travel agency.
 
Contact Information:

Jerry Hong
Senior Vice President, Financial Consultant
3446 Merlin Drive
Idaho Falls, ID 83404
Office: (208) 535-3450
Toll Free: (866) 820-8304
Fax: (208) 535-3455
Email: JHong@Dadco.com
 
Corporate Website:
LINK


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Westmark Credit Union

Investor Level: Community Investor

Westmark Credit Union has been helping the people of Idaho grow financially since 1954. We are a full-service financial cooperative, entirely owned by our members and committed to the development of their financial future. Our earnings are used to benefit you by providing a broad portfolio of financial products and services with attractive rates and low fees.

 

To serve our members, Westmark Credit Union has branch offices and ATMs in many convenient locations in the area. Branch hours are 9:30 a.m. - 6:00 p.m. weekdays and 9:00 a.m. - 1:00 p.m. on Saturday.

 
Contact Information: 
 

 

Mailing Address: 
P.O. Box 2869 
Idaho Falls, ID 83403-2869

 

Administrative Offices: 
2520 Channing Way 
Idaho Falls, ID 83404

 

Phone: (208) 523-1071 
Toll-free: 1-(800) 574-5626



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Valued Merchant Services

Investor Level: Community Investor

Valued Merchant Services - A Registered ISO/MSP of Wells Fargo Bank, N.A. is a nationwide provider of all forms of electronic payment processing services for all forms of business small and large. With VMS you can accept and process Visa, MasterCard, American Express, Discover, ATM / Debit, EBT and Fleet Cards at the lowest rates.

 

In addition we provide working capital loans, Ecommerce services including virtual terminal and API, ATM machines, gift and loyalty card programs, electronic check conversion, check guarantee, check cashing and ACH payments, POS terminals, PIN pad's, wireless terminals, WiFi and more

 

VMS can save the average merchant 5% - 30% on their current processing costs. Our local agents can provide a Free No Obligation analysis based on your current statement. Contact us today to schedule an appointment with your local agent.

 
Contact Information: 
 

 

Chris Del Grande
President
208.243.0818
chris@valuedmerchants.com

 

Sean Ruppel
CEO
208.243.0005
sean@valuedmerchants.com



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US Bank

Investor Level: Community Investor

U.S. Bank is where you need us to be — in 24 states nationwide, with over 2,542 conveniently located branches and more than 4,895 bilingual ATMs equipped for hassle-free withdrawals, funds transfers, balance and transfer inquiries, and lots more — all free of charge. In the Idaho Falls area, we have three main offices to serve you.

 

Contact Information: 
 

 

201 W. Pine St. 
Shelley, ID 8327 
Phone: (208) 357-3457

 

330 Shoup Ave. 
Idaho Falls, ID 83402 
Phone: (208) 525-1600

 

585 1st St. 
Idaho Falls, ID 83401 
Phone: (208) 522-2897



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Mark Young

Investor Level: Associate Investor

Mark Young is a local financial advisor with access to global resources through Raymond James Financial Services, Inc. Member FINRA/SIPC. Our talents are realized by working with highly successful and motivated people toward the long-term security of their families. Our financial process is planning for life. We accomplish this by coordinating legal, financial, and tax strategies to help achieve our clients' goals and objectives.

We are annually increasing our competency to stay on the cutting edge for integrating management of client plans. As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, individualized planning, sound risk management, quality investment products, and personal, efficient service.
 
Contact Information:

Mark S. Young Branch Manager,
Financial Advisor
450 B Street
Idaho Falls, ID 83402
Phone: (208) 523-7900
Fax: (208) 523-7979
Toll-Free: 800-852-5349
 
 
Corporate Website:
LINK


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Zions Bank

Investor Level: Partner Investor

Zions Bank is a community bank with the unique ability to offer a full array of financial services to our clients throughout our market area.

Our goal is to create value - value for our clients; value for the communities we serve; value for our employees; and, preeminently, value for our shareholders.

The critical elements to successfully create value for our shareholders are:

  • management of credit and operating risks;
  • sales and the creation of a quality experience for our clients through effective teamwork; and,
  • control of operating expenses.

We strive to be conservatively entrepreneurial, nimble, innovative, and energetic in creating solutions for our clients, while being judicious in our acceptance of risks.

We recognize that banking is a local business and that to be successful, we must maintain strong ties to the communities we serve and strong relationships with our clients.

We want to be actively engaged in important community issues and to help provide creative solutions to community needs.

We are committed to reward and recognize exceptional employee performance and be the premier employer of choice.

Above all, our business is conducted with integrity, decency, and privacy. We will strive to treat customers, employees, and even competitors with respect and appreciation. And we will demonstrate by our product offerings, policies, procedures, pricing, and service that we have not forgotten who keeps us in business.

 
Contact Name:
Mike Griffiths
 
Contact Information:
1235 South Utah Ave.
Idaho Falls, ID 83402
Phone: (208) 552-1341
 
Contact Email:
 
Corporate Website:
 


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Northwestern Mutual Financial Network

Investor Level: Associate Investor

Northwestern Mutual has been a part of Idaho Falls for more than 30 years and a part of Idaho since 1908. And like you, we live here. We share and understand the values and ideals of our community. We also know the local environment in which companies operate, and what it takes to succeed.

 

With access to a wide array of high-quality financial products, services and expertise through the Northwestern Mutual Financial Network, our financial representatives, advisors and specialists have special insight that allows them to help you prepare for your future with these things in mind. The focus is always on you.

 

Contact Information:

490 Memorial Drive, Ste A
Idaho Falls, ID 83402
Phone: (208) 529-9845
 
Contact email:
 
Corporate Website:
 


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