The States I’m Currently Licensed In: ID, CO, AZ, NM, AL, MI, OR, MN

Areas Serviced

Financial Planner

As a Financial Advisor in Boise ID, Peggy has serviced hundreds of clients in and around the Treasure Valley for over 20 years. Peggy Farnworth, CPA, CFP, CSA is known for her integrity, creativity and compassion. Her ability to address complex situations and produce balanced financial plans makes her the trusted financial advisor clients want on their side. Along with a BS in Accounting from Boise State University, Peggy is also a Certified Public Accountant, and Certified Financial Planner and Certified Senior Advisor. Her ongoing professional development and involvement as a financial advisor in Boise ID, has lead to additional course work, committees and achievement awards.


“This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein.  We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.”  The States I am currently licensed in are:  ID, CO, AZ, NM, AL, MI, OR, MN

Securities and Advisory Services through KMS Financial Services,  Inc.   Member FINRA SIPC

 


Our Financial Planner Video


Our Financial Advisor Services

  • Retirement Planning Services
  • Investment Management Advisor
  • Cash-Flow Management
  • Financial Planning Advisor
  • Insurance Review Expert
  • Divorce Settlement Planning
  • Long Term Care Insurance Advisor
  • Estate Planning Services
  • Certified Financial Planner
  • Financial Consultant Services

Proudly Serving

Boise ID, Eagle ID, Meridian ID, Nampa ID, Caldwell ID, Kuna ID, Star ID, Middleton ID,
Contact:
Farnworth, Peggy L
2404 Bank Dr #210  Boise ID 83705 United States
(208) 343-7777