Mountain Financial Services provides personal bookkeeping services for busy individuals, corporate executives, family office's and the elderly. Founded in 1990 by Marjorie Mountain, we have developed a unique practice that provides services for many clients in several states.
The firm provides services to individuals and organizations to assist them in managing and organizing their finances and coordinating their financial information, as needed, with the client's lawyers, tax accountant, broker, banker, insurance agent and other financial professionals. Our services are intended to provide personal supervision of the client's finances on a regular basis by working closely with the client to assure that their personal finances will be properly handled and accounted for and, to compliment the efforts of the client's other financial professionals. Each client is unique and we customize our services for each client to ensure the best possible results.