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Financial Services

View our comprehensive local business directory for all your financial needs in Sandpoint and North Idaho. If you are searching for personal budget plans, checking and savings accounts, or other banking options, this list of companies should be able to assist you.

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Paid listings get moved to the top of the list in alphabetical order ! reserves the right to decline to any business we feel is inappropriate, not within our geographical region of influence, or in direct competition with our website or services.

Affiliated Financial Group

818 Albeni Road
Priest River, ID 83856
Phone(208) 448-4433
Fax(208) 448-4233
Toll-Free(877) 883-5363
Web SiteWebsite
EmailBusiness Email
Affiliated Financial Group

We don't promise anything, we deliver everything!

State Farm Insurance Agent Greg Vermeulen

803 Pine St.
Sandpoint, ID 83864
Phone(208) 265-7755
Fax(888) 805-3711
Web SiteWebsite
EmailBusiness Email
State Farm Insurance Agent Greg Vermeulen

Auto, Life, Retirement, Health, Home, Boat & Business. Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

Action Appraisals

316 N. 2nd Ave.
Sandpoint, ID 83864
Phone(208) 263-3900
Fax(208) 265-9000

Certified residential appraiser. Serving your real estate and appraisal needs.

Advocate Insurance

506 Alder Street
Sandpoint, ID 83864-1435
Phone(208) 255-2222
Fax(208) 255-4444

We deal with many carriers for personal, business, life health and disability insurance. If you're looking for a professional company with whom you can build a long term relationship, you've found it.

Albertson Barlow Insurance Services LLC

120 East Lake Street Ste 203
Sandpoint, ID 83864
Phone(208) 265-6406
Albertson Barlow Insurance Services LLC

ASAP Tax Services

101 N. First Ave.
Sandpoint, ID 83864
Phone(208) 263-1040
Fax(208) 263-4029
ASAP Tax Services

Tax preparation, bookkeeping, and payroll services.

Boyle, Platte & Kee LLP

120 E. Lake St., Ste. 202
Sandpoint, ID 83864
Phone(208) 263-0959
Fax(208) 263-6627
Boyle, Platte & Kee LLP

Bob Boyle, Andy Platte, and Bev Kee teamed up in January of 2009 to form their Certified Public Accountant partnership. Clients are continuously satisfied with our responsiveness, the casual yet professional environment, and the trusted relationships that have developed. Our combined 88 years of diverse experience enables us to provide the broadest level of services of any firm in Sandpoint.

Brett R. Sweezy, CPA

515 Pine Street
Sandpoint, ID 83864
Phone(208) 265-2003

Certified Public Accountant (CPA)

Brian C. Jensen, CPA

520 Cedar St., Ste. A
Sandpoint, ID 83864
Phone(208) 263-5154
Fax(208) 263-9621

At Brian C. Jensen, CPA, PA, our mission is to make a positive difference in our client's lives. Our firm takes great pride in the trusting relationships we develop with all of our individual and business clients. We are here to partner with you and give you peace of mind concerning all of your financial needs. Give us a call or stop by our office in Sandpoint to schedule a free initial consultation. We look forward to meeting with you.

Carter Appraisals

819 Dover Hwy #24
Sandpoint, ID 83864
Phone(208) 263-9721

Consumer Recovery Network

Michigan Street
Sandpoint, ID 83864
Phone(208) 265-9994
Fax(702) 974-0396
Toll-Free(800) 939-8357
Consumer Recovery Network

Contact us today for your free consultation.

D. A. Davidson & Co.

805 Pine Street
Sandpoint, ID 83864
Phone(208) 263-2010
Fax(208) 263-1942
Toll-Free(800) 770-5555
D. A. Davidson & Co.

Financial advice for the long run. Helping you grow, protect, and pass on your assets effectively! "Everyday, for every client, we combine the best of people, services, and resources to deliver the finest wealth management available."

David Reseska

521 North 4th Ave.
Sandpoint, ID 83864
Phone(208) 263-0515

Dickinson Insurance

Sandpoint, ID 83864
Phone(208) 263-5588

Edward Jones Investments

1305 Highway 2 West Suite B
Sandpoint, ID 83864
Phone(208) 263-0346
Edward Jones Investments

Edward Jones Investments

521 N. 4th Ave
Sandpoint, ID 83864
Phone(208) 263-0515
Fax(888) 754-0533
Toll-Free(800) 441-3477
Edward Jones Investments

Dave Reseska - Investment Representative We offer a variety of investments such as stocks, bonds, mutual funds, CDs, money market funds, IRAs and more. Please visit our website.

Edward Jones Investments

P.O. Box 741
Priest River, ID 83856
Phone(208) 448-0461

Making Sense Of Investing

Edward Jones Investments

303 Pine St.
Sandpoint, ID 83864
Phone(208) 255-7405
Fax(877) 418-3886
Toll-Free(877) 777-5677

I would be happy to develop a strategy to help you achieve your financial goals. Please contact me today.
Monday - Friday 8 am - 4:30 pm

Farmers Insurance Group

105 Pine Street Ste 110
Sandpoint, ID 83864
Phone(208) 263-3741
Fax(208) 263-4930

Great Northern Financial Service

515 Pine St. Suite A
Sandpoint, ID 83864
Phone(208) 255-2766
Fax(208) 255-1976
Toll-Free(888) 255-2521
Great Northern Financial Service

Financial Services: Investment and Insurance Products

Griffith Bookkeeping

Sandpoint, ID 83864
Phone(208) 437-0234

H & R Block Inc

208 N 2nd Ave
Sandpoint, ID 83864
Phone(208) 263-5179

Hadley Sentinel Financial Management

805 Pine Street
Sandpoint, ID 83864
Phone(208) 263-2010
Fax(208) 263-1942
Toll-Free(800) 770-5555

Wealth management, retirement planning, we are a diverse financial services firm

Harris-Dean Insurance

706 W Superior Suite A
Sandpoint, ID 83864
Phone(208) 265-9690
Fax(208) 255-4946

Increase your buying power by dealing with the largest independent insurance agency in no. Idaho.Angela specializes in all aspects of business insurance, while Carole is tops in personal insurance needs. Plus no one has more resources for health insurance and bonding!

Herndon CPA PA

222 Otts Basin Road
Sagle, ID 83860
Phone(208) 597-2086
Herndon CPA PA

Herndon CPA PA is a provider of business and tax services to small business owners, professional service providers, IT professionals, and consultants.

Horizon Northwest Home Mortgage

520 N. 5th Avenue
Sandpoint, ID 83864
Phone(208) 255-1854
Fax(208) 263-2280
Toll-Free(888) 474-4056

Independent Mortgage

506 West Alder Ste. 200
Sandpoint, ID 83864
Phone(208) 263-1877
Fax(208) 263-4799

ISU - Pacific Far West Insurance Agency

1009 Hwy 2 W., Ste. D
Sandpoint, ID 83864
Phone(208) 263-1426
Fax(208) 263-0358
ISU - Pacific Far West Insurance Agency

Representing the following companies: Safeco, Progressive, Travelers, Allied, Liberty Northwest, The Hartford, United Heritage, Foremost, MetLife, Acuity, Mutual of Enumclaw, Allstate, and many more. We are committed to providing quality insurance services, and working hard to maintain long term relationships with our customers.

James Hutchens, CPA

1211 Michigan St., Ste. B
Sandpoint, ID 83864
Phone(208) 265-2500
Fax(208) 265-5600
Toll-Free(800) 338-9835
James Hutchens, CPA

Our firm's reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service and specialized staff spell the difference between our firm and the rest. Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales.

Loan Star Mortgage Co.

201 E. Superior St., Ste B
Sagle, ID 83860
Phone(208) 265-5070
Fax(208) 265-7972
Web SiteWebsite
EmailBusiness Email

For fast, friendly service, we are the best mortgage company in town

Mary Jo Godec, Accounting SVC

120 E. Lake Street, Suite 202
Sandpoint, ID 83864
Phone(208) 263-0789
Fax(208) 265-8665

Bookkeeping and accounting services

Michael E. Stone, CPA

PO Box 1707
Sandpoint, ID 83864
Phone(208) 265-5559

Certified Public Accountant (CPA)

Mike Holland & Associates

408 S Ella Ave
Sandpoint, ID 83864
Phone(208) 263-8623

Northwest Financial Designs

123 S 3rd Ave #19
Sandpoint, ID 83864-1358
Phone(208) 263-0466

Northwest Mortgage

218 N 1st Ave
Sandpoint, ID 83864
Phone(208) 265-9526

Patricia Scutier, CPA

2023 Sandpoint West Dr.
Sandpoint, ID 83864
Phone(208) 263-8188

Certified Public Accountant, also provide Tax Preparations

Pend Oreille Mortgage

1005 Hwy 2, Suite E
Sandpoint, ID 83864
Phone(208) 265-9970

Ponderay Title & Payday Loans

808 Lake Street
Sandpoint, ID 83864
Phone(208) 263-1740

Potlatch No. 1 Federal Credit

476999 Highway 95
Ponderay, ID 83852
Phone(208) 255-5493
Toll-Free(800) 843-7128

North on Hwy 95 between Ponderay Starbucks and O'Reilly Auto Parts in the Ponderay Plaza.
A full service financial institution serving our members and those who belong to Shared Branch Credit Unions. We offer a variety of consumer loans along with depository instruments to fit your needs.


1333 Superior Street
Sandpoint, ID 83864
Phone(208) 265-0473

Professional Mortgage Group

Sandpoint, ID 83864
Phone(208) 255-1211

Quik Cash

476929 Highway 95
Ponderay, ID 83852
Phone(208) 263-1610

Reed, Dale J.

302 Main Street
Sandpoint, ID 83864
Phone(208) 263-4264

Rod Maisel Bookkeeping & Tax Service

31656 Highway 200
Sandpoint, ID 83864
Phone(208) 263-4120

Sandpoint Adjustment Bureau, Inc.

P.O. Box 7100
Coeur d'Alene, ID 83816
Phone(208) 263-2155
Fax(208) 263-8850

Sandpoint Residential Lending Center

418 North 3rd Ave.
Sandpoint, ID 83864
Phone(208) 265-2232

Sayers Tax Works

1224 Washington Ave.
Sandpoint, ID 83864
Phone(208) 265-8299

Tax return preparation and filing.

Select Appraisal Services

314 N. 6th Ave.
Sandpoint, ID 83864
Phone(208) 255-2529

Skyward Investments

1013 W Oak St
Sandpoint, ID 83864
Phone(208) 263-1447

Summit Insurance Resource Group

1323 Hwy 2 Suite 300
Sandpoint, ID 83864
Phone(208) 265-9690
Fax(208) 255-4946

Taylor Insurance, Inc.

1009 W. Superior
Sandpoint, ID 83864
Phone(208) 263-2708
Fax(208) 263-5465

9am-5pm, Monday - Thursday 9am-4pm, Friday

The Cash Store

675 Kootenai Cutof Road
Ponderay, ID 83852
Phone(208) 263-5585
The Cash Store

Towne & Country Mortgage

120 E Lake St, Suite #209
Sandpoint, ID 83864
Phone(208) 263-1997
Fax(208) 255-1997
Toll-Free(888) 263-1997
Web SiteWebsite
EmailBusiness Email

At Towne & Country Mortgage, we always have your best interest in mind. You can spend weeks - even months - looking for that perfect home. Fortunately, with Towne & Country Mortgage, you can find the perfect lender in only minutes.

White Mountain Mortgage

123 S 3rd Ave #9
Sandpoint, ID 83864
Phone(208) 255-2480

Williams & Parsons Financial Services, LLC

708 W. Superior St.
Sandpoint, ID 83864
Phone(208) 265-5959

The focus of Williams & Parsons, CPA in Sandpoint is to provide tax and accounting services to small businesses and individuals who need personalized attention and prompt professional results. We are dedicated to providing our clients with high-quality, timely service that's customized to meet their individual needs. We'd love to hear from you!

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