Mountain Financial, LLC

Mark Heikkila _{on Google}

Jul 6th, 2020

We had followed the "herd" for years and had a very average financial plan listening to "the experts". We have always worked hard, watched our money and tried to be wise with how we planned. We were introduced to Jeff Webb and his team through a friend and after the first meeting with him we were walking out shaking our heads thinking "this is too good to be true". The Mountain Financial approach is to first educate as knowledge is power. In the past we always felt "stupid" sitting with advisors and planners as they waxed eloquently about plans, insurances, investments and on and on. Jeff refuses to move on until you comprehend what he just told you. He is patient and welcomes your questions as he wants you to be comfortable. He takes small steps and educates at each step before moving to the next. He asks leading questions, for instance "do you play golf?" that he then works with your answers to help you understand what he is teaching you. In this instance, "which is better to have, the latest most expensive clubs or golf lessons?"
Long story short, we have been with Mountain Financial for several years and we feel peace (especially in the horrible downturn during the recent global pandemic) that we have a solid plan to run with. We are forever grateful for Jeff and his team and despite the mistakes of our past, we are on a solid road to finish strong. We cannot recommend Mountain Financial highly enough.

Audra Burns _{on Google}

Sep 12th, 2019

The amount of financial knowledge that I've learned from Jeff & Mountain Financial is amazing. I appreciate how transparent they are in how I should manage & invest my money. Educating you through the whole process. They truly care about protecting your money. Thank you Mountain Financial.

Jack Roberts _{on Google}

Mar 22nd, 2019

As a young professional, Jeff was very understanding of my financial situation. He had some great tips, and put together a reasonable plan that I can stick to moving forward.

David Gardner _{on Google}

Feb 26th, 2019

Jeff was non judge mental and very understanding through all of our meetings. He presented us with a plan that was thorough as well as easy to understand. I would recommend using his services to help you get to where you want to be with your finances.