Build a Financial Future as Strong as Your Community Roots

Fiduciary Financial Advisor in West Covina, CA

Mountain View Investments brings local insight with professional expertise.
At Mountain View Investments, we help West Covina residents create financial strategies built for today and tomorrow.
Wealth Management: Tailored to your lifestyle goals.Retirement Planning: Clear, step-by-step strategies.Estate Planning Guidance: Secure your legacy.Fee-Only Fiduciary: Advice you can trust, with no commissions.
Serving West Covina and surrounding areas including La Puente and Baldwin Park.
Branch Location: West Covina Regus 1050 Lakes Dr., Suite 225 West Covina, CA 91761
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9369 Placer St., Rancho Cucamonga, CA 91730
Mon-Fri: 9:00am-5:00pm
© Copyright 2025 Mountain View Investments LLC. All rights reserved. CA Insurance Lic.#OF74235 Member FINRA/SIPC
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Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Mountain View Investments and IFG are unaffiliated entities. | IFG Registered Representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. | Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites. | OSJ Branch: 12671 High Bluff Dr. Ste. 200, San Diego, CA 92130