Mountain Financial
Kayla is the newest member of the Mountain Financial team and comes with a wealth of experience from the mortgage industry, where she honed her skills in process optimization and client service. Her dedication to helping people achieve their financial goals aligns perfectly with Mountain Financial's core values. As the Director of Operations, Kayla will be your main point of contact for all customer service inquiries. She is passionate about ensuring every client's seamless and positive experience and will work closely with the appropriate advisor to address your specific needs. A proud PNW native and mother of two, Kayla enjoys exploring the outdoors with her family.
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Sentiment Analysis
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.
They've not only helped us develop a good plan, but also answered some very tricky and complicated questions about our finances.
He takes the time to make sure you are educated and completely comfortable.
Being able to sit down & discuss my current financial status was a huge blessing.
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.
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.
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.
If your looking for guidance organizing and maximizing your finances, Josh Heikkila at Mountain financial, is the guy you NEED to meet with.
Josh and his team provided exactly what I was looking for, helping optimize my investments and financial plan to meet my short and long term goals.
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.
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