Mountain View Financial, Inc.
At Mountain View Financial, Inc. our mission is to build strong lasting relationships with our clients based on value and integrity. We work with clients to define and understand their financial goals. Based on each client's unique goals, a comprehensive wealth management program is developed to address both current financial needs and to achieve long term objectives. Our approach provides clarity to individuals seeking answers to their retirement, college funding and estate planning questions and offers confidence to business owners looking for solutions to the challenges of tax planning employee retention and business succession.
Mountain View Financial, Inc. was founded in 2004 by Katie Kirkpatrick to offer personalized comprehensive wealth management solutions to individuals and business owners. The company is dedicated to identifying the unique needs of each client and implementing innovative tools to accomplish those objectives.
Address: 1065 E. Winding Creek Drive, Suite 230, Eagle, ID 83616, USA
Phone: +1 208 939 9614
FAX: +1 208 939 2158
