Mountain Financial, LLC

"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."

"I had the pleasure of officing on the same floor as Jeff and his team. I referred my clients that needed serious strategies that work. I have worked with dozens of good planners and advisors. Jeffs group was better at understanding my clients needs. I am now in a different industry but still receive a call or two with thanks from past clients."

"The knowledge and information you will take away from a meeting with Jeff and his team at Mountain Financial is extraordinary. They take the time to educate you first, answering questions you didn't even know you had! Thanks for making finance less scary and helping to provide me with the information I need to make the appropriate decisions. You guys are amazing!"