Mountain River Financial, LLC
About the Business
Mountain River Financial, LLC is a finance institution located at 563 Pinetree Road in Jenkintown, Pennsylvania, United States. Specializing in providing fee-only planning and wealth management services to high-income couples in their thirties, the institution aims to help clients save more, reduce taxes, and maximize long-term wealth. With a focus on transparency and acting in the best interests of their clients, Mountain River Financial, LLC serves as a trusted and unconflicted personal CFO, creating customized plans tailored to individual needs and goals. The institution's commitment to empowering young professionals with exceptional retirement benefits and navigating windfalls in one's thirties sets them apart as a valuable resource for financial planning.
Photos
Location & Phone number
563 Pinetree Rd, Jenkintown, PA 19046, United States
Hours open
Monday:
9:00 AM - 4:30 PM
Tuesday:
9:00 AM - 4:30 PM
Wednesday:
9:00 AM - 4:30 PM
Thursday:
9:00 AM - 4:30 PM
Friday:
9:00 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Rob Stromberg is a trustworthy, knowledgeable, and customer-focused Financial Advisor. He has helped me and my family establish a sound financial plan that is tailored to our specific goals and objectives. He continuously updates me on how we are tracking towards our plan and makes consultative suggestions based on market and life situations. I highly recommend working with Rob!"
"My wife and I started working with Rob about a year ago and he has been excellent - his process is comprehensive, practical, and he's upfront that it takes a bit of work to get the foundation set. His fee model is easy to understand, incentives are aligned, and he understands the position of young families who are balancing near term and long term financial goals. Highly recommend and we anticipate working with him for the long haul."
"We have worked with Rob for several years now and we're very happy with his service. We were looking for someone to help us better understand how much we needed to have saved in retirement, emergency funds, college savings for our young children, what our realistic budget would be for a new home, etc. We find that he does a great job of keeping us informed and answering our questions. We feel very confident in his knowledge and we fully trust his guidance."
"Working with Rob as a financial advisor has been an excellent experience. I dragged my heels at working with an advisor because in general, I don't trust the financial services industry and believed I could manage everything myself. As my financial situation changed it was clear that I did need a professional. After interviewing a number of fee-only financial advisors I selected Rob and am very happy I did. Rob approaches financial advising from a research-based perspective. He is extremely well-informed and provides extensive and thoughtful justification for his recommendations. Many of the financial advisors I interviewed almost felt like life coaches with a side of financial advice, which is not at all what I was looking for. Rob is straightforward, to the point, and engages with you about your goals thoughtfully but not in an overly touchy-feely manner. He is also patient and encouraging with my questions and reminds me to do things in a timely fashion. He is very responsive to all communications and his client website is extremely easy to use. All in all, I feel working with Rob was a very wise decision and investment in my future. I'd highly recommend him to anyone looking for financial advising."
"When my wife and I were researching financial planners about 4 years ago and narrowed our selection, we met with Rob from Mountain River Financial, and connected right away. The decision to hire Mountain River Financial was clear, and we could not imagine where we'd be without Rob's sage advice and consistent guidance. He cares deeply about doing the best for his clients, their families and setting reachable goals for the future. We could not recommend Rob enough, not only will you get sound financial advice to grow your wealth, but you will also get a new, honest and dependable friend."
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