Providing financial services to the people of the Northwest, a family tradition since 1923.

Call us toll-free at: 877-875-2639  
Local: 253-848-1642  

 
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 Visit Our Office:
 11627 62nd Ave. E.
 Puyallup, WA
 98373


 Welcome to


Located on the South Hill/Summit area of Puyallup, WA Mountain View Financial Planning is a boutique firm dedicated to all people in all walks of their financial life. We work with and for people of all ages; those just getting started, those with small accounts and those with substantial wealth. Our office is located in a very unique and tranquil setting next to a beautiful 15 acre pond.

We offer personal and caring service and knowledgeable advice to help you optimize your goals and realize your aspirations and dreams.

Thank you for visiting our website. Be sure to contact us or call (253) 848-1642 if you have any questions.

Advisory services and securities offered through Lincoln Investment Planning, Inc.,
Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC.
Supervising office: Shelgren Financial Group, Inc.
3900 E Valley Rd, Ste 202 - Renton, WA 98057 (800) 367-4388
Mountain View Financial Planning and Shelgren Financial Group are independently owned and
each is responsible for its own business.

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