About Mountain River Financial, LLC
Reviews for Mountain River Financial, LLC
Write a reviewHours
Monday: 9AM - 4:30PM
Tuesday: 9AM - 4:30PM
Wednesday: 9AM - 4:30PM
Thursday: 9AM - 4:30PM
Friday: 9AM - 4:30PM
Saturday: ClosedSunday: Closed
Mountain River Financial, LLC is a Registered Investment Advisor that helps high-income couples in their thirties make informed decisions about their finances. With a virtual presence, they work with clients nationwide. The company is led by a trustworthy, knowledgeable, and customer-focused Financial Advisor who establishes personalized financial plans tailored to clients' goals and objectives. The advisor continuously updates clients on their progress and provides consultative suggestions based on market and life situations. With Rob's guidance, clients feel more in control of their financial future, achieving their goals and receiving valuable insights.
I've been working with Rob for just over a year, and I can't recommend him highly enough. Before choosing Rob, I interviewed several large firms with very cookie-cutter approaches, where I truly felt like just another account to close.
Rob was the complete opposite. He took the time to truly understand my goals and worked with me to build and execute a tailored financial plan. Execution was easy because he provided me with a few prioritized tasks at a time, making the whole process feel manageable and never overwhelming.
Over the last year, I went through several big, unexpected life changes, and Rob was incredibly adaptable. He rolled with the punches and...read full review
My husband and I have worked with Rob for a little over a year and greatly appreciate his sober, measured approach to financial planning. We had several retirement accounts strewn about, and we didn't have a well-constructed financial strategy until we started working with Rob. I am glad to say, a year in, we are in a wholly different (and better) place. Rob is highly responsive and thoughtful, which has been key to building the foundation of a trustful, long-term relationship.
I feel like I'm in such great hands as he takes time to deeply understand your priorities and plan for the long term. Rob is absolutely incredible to work with and I couldn't recommend him more!