Allegis Financial Partners
Allegis Financial Partners offers personal, comprehensive, and local financial planning services that include retirement/social security strategies, life insurance protection, saving for college, and extended-care needs.
- Contact Jared Montague
- Email email@example.com
- Phone 970-209-9966
- Address McCall, McCall, ID, USA
- Social Links
|Academy Mortgage is a residential real estate finance company that provides home loans for first time buyers, vacation property purchases and those looking to buy investment properties too. As a resident of McCall, I understand the market needs intimately. I provide FHA, VA, RD, IHFA, Conventional and Jumbo home loans. As a 30+ year veteran in mortgage banking, I have the experience to tailor your home loan to your needs.|
Dessa Smith, my senior branch office administrator, and I are your local Edward Jones Team. We invest our time in understanding what is important to you. We work closely with you, your CPA, your attorney or other key partners, to build personalized strategies to meet all of your financial needs. We partner with you and your family throughout your life to keep you on track toward achieving your life’s goals. Dessa and I take great pride in our highly personalized service.
I began my Edward Jones career as a financial advisor in Lafayette, CO. After falling in love with my wife and Valley County, I moved my business to McCall in 2010, where I proudly serve our friends and neighbors.
A 1999 graduate of the United States Military Academy at West Point, I have a bachelor’s degree in economics with a minor in mechanical engineering. I served both in war and peace time in the U.S. Army and the Michigan Army National Guard. I continue to serve in the U.S Army Reserves as a lieutenant colonel with the Inspector General Corps.
I believe philanthropy and community involvement is very important. I currently serve on the McCall Area Chamber of Commerce Board of Directors (BoD) as past president, St. Luke’s McCall Hospital Taxing District BoD, and the McCall Rotary Foundation BoD. I recently served as the chairman for Project Welcome Home Troops, a national organization that helps to heal our veterans with post-traumatic stress.
Knowing our clients and their families is one of our highest priorities. We believe that the personal relationships we build with our clients is one of the best things we have to offer. All aspects of our business are aligned to help us better understand and meet your unique needs and goals. Stop by, call, or email us anytime. We look forward to getting to know you or continuing to serve you.
Please do not hesitate to call Dessa with any account related questions or to schedule time to discuss your personal situation with us today.
Customer service oriented mortgage lending company serving our community and real estate professionals.
McCall’s ONLY Community Bank headquartered in McCall. Your community partner for supportive, engaged banking. Our new location in Boise is also here to serve your financial needs at 209 N. 12th St.
Idaho First Bank began in 2005 as a group of local shareholders dedicated to the success of a Community Bank. As the McCall area went through many economic changes Idaho First Bank has been a support to Business, helping those in need to regain their financial footing and reaching out to help stabilize the local economy. In 2014 IFB expanded to the Treasure Valley marketplace with a branch in Boise.
Idaho First Bank was recognized in 2014 in the ABA Banking Journal as one of the top performing community banks.
Idaho First Bank’s Mortgage Division has been named in the Top 10 mortgage companies in Idaho since 2010 by the Idaho Business Review.
We are a community partner and involved in every area of the community. We have many of our team engaged in different community volunteer organizations.
Come and be a part of our Community Banking Family.
Local lender. National resources.
If you are looking to finance a home, you’ve come the right place. McCall Mortgage Company has preferred partnerships with many of the country’s top lenders at wholesale rates. This ensures we can offer the most competitive rate while providing you with a wide variety of lending solutions. Also, we have the latest in underwriting technology which helps close your loan in the most reasonable amount of time with the least amount of hassle. We help guide all of our clients through the loan process to ensure that we are finding the solution that’s best for you and your financial needs. Our company prides itself on our personal service, dedicated staff, and a winning attitude.
So whether you are refinancing, purchasing a home, or building a home McCall Mortgage Company offers the solution. We hope that you’ll choose McCall Mortgage Company to help provide the best lending solution for you!
I offer a variety of products that can help you meet many insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.
I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.
Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.