Mountain Financial, LLC

"Josh rolled out the red carpet and walked me A-Z through is complete financial planning process including personal finance, insurance, tax strategies, and investment planning. He took the time to understand my unique financial situation and provided me with tailored services that addressed my specific needs and concerns. He was always available to answer any questions I had, and he was extremely patient and supportive throughout the entire process. I continue to send my own clients to Josh which is a testament to the respect I have for his knowledge and services. Overall, I would highly recommend Josh to anyone looking for a knowledgeable and trustworthy financial planner. He is truly one of the best, and I am grateful for all of his hard work and dedication to our community."

"Josh and his team are the best. This is the first time I feel like I’ve actually understood where my finances are, what I need to do for retirement and before, and understand the plan to get there. He breaks things down and makes them simple, and you aren’t just a “number”. He truly has your best interests in mind. Highly recommend!"

"Josh and I have built a very solid relationship this year. He’s been very supportive in my own business growth and has been very informative and great in helping me and my wife set up with life insurance. I recommend Josh 100% for any needs you have. He genuinely wants you to thrive!!"

"Josh is one of a kind. From his knowledge to professionalism with meeting when and where my wife and I were able to. The flexibility was very much appreciated. Getting started wasn’t painful and he took the time to answer all our questions about financial planning, investing, and how to set ourselves up for retirement. The roadmap for our financial goals were laid out and easy for us to understand."

"Talking about finances can be an overwhelming, but meeting with Josh it never felt that way. He is great at explaining everything at a level I can understand and is helpful in making long term decisions in our finances to set us up for retirement. He is always happy to answer any questions along the way. Couldn't recommend Mountain Financial more!"