Mountain Financial, LLC - Post Falls, Idaho

Mountain Financial, LLC: A Comprehensive Overview

For individuals and families seeking expert guidance in navigating the complexities of personal finance, Mountain Financial, LLC, presents a compelling solution. Located at 510 Clearwater Loop # 100, Post Falls, ID 83854, and easily accessible with a wheelchair-accessible entrance and parking, Mountain Financial offers a dedicated service focused on providing tailored financial solutions. Their readily available phone line, 8884425558, allows prospective clients to directly engage with their team. The company’s official website, mtn-financial.com, provides a wealth of information and resources, further demonstrating their commitment to transparency and client education. Mountain Financial specializes in serving as a Financial Advisor, a Financial Advisor, and a comprehensive Financial Planner, catering to a diverse range of financial needs.

Core Services and Expertise

At its core, Mountain Financial’s mission revolves around empowering clients to achieve their financial goals. They accomplish this through a holistic approach that encompasses:

• Financial Planning: Mountain Financial meticulously crafts personalized financial plans, considering individual circumstances, risk tolerance, and long-term objectives. These plans cover areas such as retirement planning, investment strategies, education funding, and estate planning.
• Investment Management: Recognizing the importance of strategic investments, the firm offers tailored investment management services designed to maximize returns while minimizing risk. They leverage a range of investment vehicles and strategies to align with client portfolios.
• Retirement Planning: A significant portion of their clientele seeks assistance with securing a comfortable retirement. Mountain Financial provides detailed retirement projections, explores various retirement account options (including 401(k)s, IRAs, and Roth IRAs), and develops strategies for sustainable income generation in retirement.
• Education Planning: Planning for the future of children’s education is a key concern for many families. Mountain Financial assists with 529 plans, college savings strategies, and understanding financial aid options.
• General Financial Advice: Beyond specific plans, clients receive ongoing guidance on a wide range of financial matters, including budgeting, debt management, and tax planning.

Client-Centric Approach and Positive Feedback

A significant factor contributing to Mountain Financial’s success is their client-centric approach. The team, particularly Josh, is known for building strong, trusting relationships with clients. Client testimonials consistently highlight Josh’s ability to translate complex financial concepts into easily understandable terms, effectively demystifying the often intimidating world of finance. He demonstrates a genuine passion for his work and a sincere desire to see his clients succeed. The average opinion of 5/5 reflects the overwhelmingly positive feedback received on Google My Business, suggesting a commitment to exceptional service and client satisfaction. The high volume of reviews (37 reviews) further validates the company’s strong reputation.

Location and Accessibility

Mountain Financial's location in Post Falls, Idaho, offers convenience for clients in the region. The office is designed with accessibility in mind, featuring a wheelchair-accessible car park and entrance, ensuring that individuals with mobility challenges can easily access the services provided. This commitment to inclusivity underscores their dedication to serving all members of the community.

Contact Information and Resources

To learn more about Mountain Financial, LLC, and to schedule a consultation, individuals are encouraged to:

• Visit their website: https://www.mtn-financial.com/
• Call their office: 8884425558
• Explore their Google My Business profile for additional reviews and information.

Mountain Financial, LLC, stands as a reliable and knowledgeable partner for anyone seeking to achieve financial security and success. Their dedication to personalized service, combined with their accessibility and expertise, positions them as a leading financial advisor in the area.

👍 Reviews of Mountain Financial, LLC

Aimee E.

5/5

Josh is truly amazing to work with. He makes financial planning feel approachable, breaking things down in a way that’s easy to understand without all the confusing jargon. You can tell he’s incredibly knowledgeable and passionate about what he does.

If you’re looking to take control of your finances, retirement, or investments, I highly recommend working with Josh at Mountain Financial. He genuinely cares about his clients and wants to see them succeed!

Austin G.

5/5

Josh is absolutely awesome—authentic, knowledgeable, and truly looking out for his clients. He doesn’t just rush you into signing up for life insurance; instead, he takes the time to ensure you’re taken care of the right way. His strategies are completely different from other companies and financial advisors, and that’s exactly why I’ve referred multiple people to him. If you’re looking for someone who genuinely cares and knows what they’re doing, Josh is the one to go to. Highly recommend!

Kiah M.

5/5

Josh has been an incredible financial advisor! He takes the time to understand my goals and provides clear, actionable advice. His expertise has helped me make smarter financial decisions, and I feel confident about my future. Highly recommend his services! His team makes everything so easy while you feel protected and secure!

Brett S.

5/5

What I really appreciate about Josh is how he simplifies the complex. He takes time to break down financial strategies in a way that anyone can understand, which is such a rare skill. It’s clear that he’s not just in this for a paycheck—he genuinely cares about helping clients reach their personal and professional goals. I’ve had the privilege of working with Josh Heikkila, and let me tell you, this guy is the real deal. His expertise, dedication, and approachability make him someone you can trust when it comes to financial planning. I highly recommend working with him!

Kelly C.

5/5

Josh and his team are incredible! I thought being self-employed and in real estate would make my complicated financials too much work for Josh to tackle. I was so wrong! He had so many tools in tool belt that he made it easy to implement his strategies. Everyone should meet with Josh to find out all the ways he can set them up for even greater success with ease!

Samantha A.

5/5

Josh at Mountain Financial has been an integral part of my wealth management strategy. He helped me diversify dollars for higher impact, buy a home as a self-employed individual, set myself up for future success and SO MUCH more. Plus he's a cool guy that's easy to work with. Highly recommend.

Deanne S.

5/5

Josh, Kayla and the whole team at Mountain Financial are amazing! Josh was able to give us a new level of education, vision and hope for our retirement situation that we hadn’t had previously.
They took the time to listen, plan and execute everything in a timely manner. They definitely earned becoming our trusted financial advisors going forward!

Connor J.

5/5

I am a relatively new customer with Mountain Financial. Josh is incredibly knowledgeable and has spent about 5 different meetings explaining his companies strategy and how they customize it to fit my specific financial situation. I appreciate that he offers all the information, then allows me to pick and choose how I’d like to proceed with my finances. The honest and “no bs” communication is the reason I decided to work with Josh and I am looking forward to working with him and his company.