Mountain View Financial

About Mountain View Financial

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 pursue those objectives. Mountain View Financial, Inc. provides objective financial recommendations and guidance supported by quality products and service. We work with a handful of exceptional, highly trained financial professionals to offer innovative strategies for today's most advanced estate and business succession planning challenges. Planning for financial well being presents both challenges and opportunities. From a thorough net worth analysis to a realistic tax and investment strategy for the future we can offer solid guidance and direction every step of the way to help you achieve your goal to plan, build and protect your family's wealth. Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered investment adviser. Member FINRA/SIPC. Mountain View Financial, Inc. and IFG are unaffiliated entities. For state licensing information please visit www.mountainvfinancial.com The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

View contact profiles from Mountain View Financial