CONNECT

Address:

30 East Broadway, Suite 202
Meridian, ID 83642

Phone:

(208) 887-1786

Fax/Other:

(208) 888-1463

Company

 

     Founded over 23 years ago by Lori Hoalst Jones to serve the investment and insurance needs of its clientele, Investment Resources of America has become a widely known and trusted company. Since that time it has expanded to serve business owners and citizens of Idaho, Washington, Oregon and 8 other states.
     Investment Resources of America is a full-service investment, insurance and financial service firm based in Meridian, Idaho; which focuses on serving the needs of conservative investors whose goals are reasonable asset growth, current income or protection of principal. The company, through Brokers International Financial Services LLC, provides financial planning based strategies to assist individuals, retirees and business owners meet their long term financial goals and objectives.
 


 Vision & Values

We are committed to achieving market leadership through living and embracing our values and delivering high-quality products, while providing outstanding service.

Clients First
Our clients are the number one priority; your interest always comes first.
 
Integrity
We deliver as promised, everything we do is to help ensure the understanding and to achieve full disclosure for our number one priority, you.
 
Passion
We are devoted to our clients. Passion for our work is a reflection of our commitment to you.
 
Respect
We hold our clients, the markets and each other in the highest regard and will always treat you as such.
 
Collaboration
Requires a trust-based partnership between you, the broker team and the insurance market.

                                                         Philosophy

Our business philosophy is that excellent service is by far our most valuable tool to gain and retain you, the client. It is our objective to stay ahead of competition through the pursuit of our mission of being the most customer-focused company in the industry. The client is after all why we are in business and we will always treat you as part of our family.
 


 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck