Mountain Financial Services
Accounting for Legal Practices · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
79 E Putnam Ave, Greenwich, Connecticut,...Phone Number
(203) 622-1155Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Mountain Financial Services
Mountain Financial Services offers personal bookkeeping services tailored for busy individuals, corporate executives, family offices, and the elderly. Established in 1990 by Marjorie Mountain, the firm operates across several states, providing customized financial management and organization. Their services include coordinating financial information with clients' lawyers, tax accountants, brokers, bankers, and insurance agents to ensure comprehensive financial oversight. The firm emphasizes personal supervision and collaboration to meet the unique needs of each client.Explore more
Popular SearchesMountain Financial ServicesMountain Financial ServiceMountain Financial Services IncMountain Financial Services LLCMountain Investment Services IncSIC Code 87,872NAICS Code 54,541Show more
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Revenue
Number of Employees
Type
Funding
Founded In
Mountain Financial Servic...
<$5M
1-10
Private
-
2006
LH
Livy HowardManager, Financial & Operations Specialist
Company Profile Activity
Activity Insights
Mountain Financial Services is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
Mountain Financial Services is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Mountain Financial Services.
Mountain Financial Services Tech Stack
A closer look at the technologies used by Mountain Financial Services
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Mountain Financial Services offers personal bookkeeping services tailored for busy individuals, corporate executives, family offices, and the elderly. Established in 1990 by Marjorie Mountain, the firm operates across several states, providing customized financial management and organization. Their services include coordinating financial informatio... Read More
