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Business Profile

Retirement Planning Services

Mitchell & Associates Financial Group, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

5

Average of 45 Customer Reviews

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Review Details

  • Kenny T

    Date: 07/09/2025

    ***** has been very helpful to us when it comes to advise we need on retirement from the ****. Never fails to reach out to see if we need anything and returns our calls.

  • Rebekah B

    Date: 07/14/2023

    Always helpful and informative. timely keeping me updated on new and annual changes.

  • david r

    Date: 07/13/2023

    Have always given excellent advice to maximize our financial needs.

  • Barbars H

    Date: 07/10/2023

    Always there when you need him, willing to go the extra mile to take care of you.

  • MARY B

    Date: 07/06/2023

    I am so pleased with Mitchell and Associates, ***** has helped me thru the years with my financial needs of my investments. They deserve a five star rating. Thank you Mitchell and Associates.

  • Lynn P

    Date: 06/28/2023

    I'm a retired Federal employee. Mitchell and Associates has been very good about managing my money and explaining to me about everything that is in my best interest. I am very pleased with their level of service and I fully recommend Mitchell and Associates.

  • Kellie S

    Date: 06/27/2023

    I'm a retired postal employee and rolled my money into accounts managed by Mitchell and Associates. I'm pleased with their service.

  • Steve L

    Date: 06/13/2023

    I'm a retired Federal employee. When I was approaching my retirement I talked with ***** about my ************** Plan and life insurance. He helped me through the whole process and made it understandable. When it comes to what to do at retirement time, I recommend ***** and his associates at Mitchell and Associates.

  • Caroldene H

    Date: 05/17/2023

    Been doing business with ****** for 18 years. He’s ALWAYS helpful & has guided me to a comfortable portfolio. I don’t recommend anyone that I don’t have 100%confidence in.

  • Leah S

    Date: 05/10/2023

    Mitchell does a great job of taking care of our account and we are happy with them

Mitchell & Associates Financial Group, LLC is BBB Accredited.

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