Testimonials

“Jeff changed the way I think about money—thankfully so, because I was primed to waste a lot of it had he not intervened. Extremely professional, a real expert, I’ll retire in style thanks to him and Mountain Financial. Best of all – NO FEES! Thanks Jeff.”

– Brian E.

“Jeff is like no other financial advisor I have ever encountered. His philosophy and method are more insightful and more effective than traditional “industry” practices — he has changed my view of what is possible and what constitutes sound investment strategy. Jeff does what he says, and I am very thankful for the day our paths crossed.”

– David L.

“We are now on the right track and feel a lot more comfortable with what we are doing to secure our future… We now feel comfortable with the fact that if something were to happen to either my wife or myself, our family would be taken care of. It’s a great feeling.”

– Joe B.

“We cannot say enough good about the Mountain Financial team. It was hard at first to suspend our disbelief and silence our mom’s voice in our heads saying “It’s too good to be true!”  They knew this would be a challenge and patiently handled our struggle and answered our questions through their unique and relevant educational process. Within a few visits we found our eyes being opened and realizing the weaknesses about our financial plan. This enabled us to make the necessary changes with knowledge instead of navigating the financial landscape blindly. We are so glad that we were introduced to Mountain Financial and feel like now we really do have a solid plan for our financial future despite the uncertainty of the markets and constant regulatory changes. We wish everyone could see and understand what Mountain Financial has to offer.”

– Mark & Teresa H.

“Jeff gives new meaning to entrepreneurial spirit, and is the finest example of a highly motivated self-starter that I’ve ever met. Regardless of the professional field of play, with him on your team you are never down and out. You will do well in working with him, knowing him, or even just being associated with him. His positive energy and hard driving work ethic are what will always make him…and you…successful!”

– Corey W.

“Jeff is one of the most knowledgeable advisors that I have had the pleasure of working with in my career. He is constantly taking time to educate himself so that his clients receive the best financial advice available. You will not get the same old song and dance from Jeff like you would with most advisors. Instead of picking the flavor of the week in the stock market Jeff focuses on helping you avoid losses in your financial picture because he knows that helping his clients avoid the losses will get them much farther ahead than trying to pick the winners.”

– Chad B.

“Perhaps Jeff’s greatest skill is the ability to educate his clients with great patience without being insulting or condescending. His methods are patient, never pushy and he displays the highest integrity. I cannot say enough good about Jeff and highly recommend him to anyone who is serious about generating stability and wealth.

These guys ROCK!! If you want to build wealth, you’ve got to meet them.”

– Mark H.

“Jeff Webb, though so young, is one of those extremely successful and experienced individuals, gifted and passionate about your bottom line. Logic and knowledge create a future for you that is bright and comfortable. How high do you wish to fly through this life. Jeff Webb ought to be there to guide your financial plan.”

– Rich K.

“For the first time….I can honestly say that my husband and I will be fine in our retirement! Thank you Jeff….you are amazing!”

– Lynn S.

“I’ve just had my mind blown! Watch their videos if you want to experience the same.”

– Jacob D.

“Jeff is an intelligent and well educated financial advisor with impressive products. I recommend him highly!”

– Dr. Jennifer H.

“Jeff Webb has a high degree of integrity and honesty, which is unfortunately not always found in his industry. If you are looking for another path, advice that you may not have heard before, you need to check out Jeff Webb. I’ve often heard Jeff say, “if what you thought to be true, turned out to be wrong, when would you want to know it?” I relate this quote back to Jeff. If you don’t know him, when should you meet him? Probably yesterday.”

– Mike S.

“Jeff was very thorough and knowledgeable. He was great at following up on a timely basis.”

– Jill A.

“Great company, lot’s of integrity and new ideas, which we all need in these challenging times.”

– Jim W.

“Jeff’s financial planning knowledge was instrumental in guiding me of how to best structure my financial plan for years to come including retirement.”

– Rod V.