Contact Us
Your Financial Goals Are Our Priority
While so many financial advisors tend to make their clients and their financial needs fit neatly into pre-established boxes, at Mountain View Strategic Wealth we take an anything but ‘one size fits all’ approach. We understand that every client has a completely unique background and are in different stages of their life.
What sets us apart from other firms is the time we invest in each client to understand them on a personal level. We listen carefully and ask a lot of questions. We want to understand all aspects of your life – your family and personal goals, your dreams for retirement, any legacy requirements you may have, and of course your tolerance for risk.
We’re here to help you plan with confidence. Reach out to our team at either of our convenient locations below — we look forward to connecting with you.
Hopewell Junction Office
200 North Drive
i.Park Suite 103
Hopewell Junction, NY 12533
Phone: (845) 834-4343
Fax: (845) 834-4344
Mon-Fri: 9:00 AM - 5:00 PM
Clifton Park Office
800 NY-146
Suite 385
Clifton Park, NY 12065
Phone: (518) 351-6998
Mon-Fri: By Appointment
Are You Ready?
Take The First Step
If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.