MEET THE TEAM

PARTNERS

 

COOPER McMANUS

As an office of supervisory jurisdiction (OSJ), Cooper McManus manages compliace and provides consulting and other business services to the independent advisors in its network, including Tadman Financial. Their community of advisors shares a commitment to exceptional, professional, knowledgeable, and values-driven service.

www.CooperMcManus.com

ADVISORS EXCEL

Advisors excel, is a national insurance marketing organization supporting financial professionals, Broker/Dealers, and financial institutions with a structure designed to match the unique business model of each organization and individual they serve. They provide client planning solutions through the optimal use of life insurance, annuities, and long-term care.

www.advisorsexcel.com

RECENT ARTICLES

September 2025

September- NEWSLETTER -2025What's happening at Tadman Financial?We’re looking forward to our upcoming October seminars! Both events require RSVPs, and we’ll have dedicated event pages available soon. If you’re interested in attending, please RSVP as soon as possible,...

Market Commentary | August 25th, 2025

Weekly Market CommentaryAugust 25th, 2025Week in Review... Last week began with a focus on the housing market, where housing starts for July exceeded expectations, reaching 1.428 million new construction starts. However, building permits issued during the same month...

TAX PROFESSIONALS

We partner with your CPA to build comprehensive financial plans for your unique situation. We can also recommend a CPA or tax professional to you to ensure you are getting the best advice.

Learn More

ESTATE PLANNING PROFESSIONALS

We will partner with your estate planning attorney to work on an optimal solution for your estate planning needs. It is important to us that you are getting the best advice from professionals in their area. We can also recommend attorneys who specialize in estate planning.

Learn More

CONTACT US

Boise, Idaho
13125 W. Persimmon Lane,
Suite 200 Boise, ID 83713

(208) 286-1345

Irvine, California
9870 Research Drive
Irvine, CA 92618

(949) 510-8621
martytadman@tadmanfinancial.com

FOLLOW US
RECENT ARTICLES

September 2025

September- NEWSLETTER -2025What's happening at Tadman Financial?We’re looking forward to our upcoming October seminars! Both events require RSVPs, and we’ll have dedicated event pages available soon. If you’re interested in attending, please RSVP as soon as possible,...

Market Commentary | August 25th, 2025

Weekly Market CommentaryAugust 25th, 2025Week in Review... Last week began with a focus on the housing market, where housing starts for July exceeded expectations, reaching 1.428 million new construction starts. However, building permits issued during the same month...

CONTACT US

Boise, Idaho
13125 W. Persimmon Lane,
Suite 200 Boise, ID 83713

(208) 286-1345

Irvine, California
9870 Research Drive
Irvine, CA 92618

(949) 510-8621
martytadman@tadmanfinancial.com

FOLLOW US

   Tadman Financial, Cooper McManus, and Cambridge Investment Research, Inc. are not affiliated with any entity listed above.