We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Resources for Businesses My BBB
Share
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

Want to share your experience?

Leave a Review

Review Details

  • Rick M

    Date: 05/08/2023

    Federal employee (POSTAL), Very pleased with their services and their personal one on one detailed information and Very informative on questions and their options presented.

  • Michael M

    Date: 05/01/2023

    I retired from the ************** in 2009 and have been with Mitchell and Associates since that time. I have been very pleased with the security of my accounts and the clear and prompt answers to my questions.

  • Ilene W

    Date: 04/11/2023

    I am a retired federal employee, postal, and have been with ***************************************** since I turned 59 1/2 when I could roll my funds into their accounts.I have always had prompt, honest answers and advice. I feel secure and trust their advice with my retirement plan.

  • Richard P

    Date: 03/30/2023

    I don’t trust many people especially when it comes to money but the honesty and integrity that Mitchell & Associates provides is exceptional. They make sure I’m educated before any decisions are made and I feel secure in my investments.

  • Judy H

    Date: 03/23/2023

    As a client for many years, ***** has always been honest and helpful with all our financial needs.
    He certainly deserves a 5 Star rating. Highly recommend!

  • Diana W

    Date: 03/23/2023

    I'm a Federal employee and I've been a customer of Mitchell & Associates for over 10 years. Mr. ******** is extremely knowledgeable and always very helpful. Highly recommend!

  • Sandra B

    Date: 03/23/2023

    I was a Federal employee and Mitchell and Associates helped me make good decisions at retirement time. I highly recommend them,I dont believe you will find any better and honest advisors.

  • Terry J

    Date: 03/16/2023

    My wife is a retired federal (postal) employee. ***************************************** have handled her investments since she retired and we have been very pleased with their service. Anytime we have a question we get a quick detailed answer.

  • James H

    Date: 03/08/2023

    As a retired federal employee I have always received very prompt and honest feedback from Mitchell and Associates. They very much deserve a 5 star rating

  • Angela T

    Date: 03/07/2023

    I’m retired & am pleased with the way ***** ******** has taken care of my assets.

Mitchell & Associates Financial Group, LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

BBB Business Profiles may not be reproduced for sales or promotional purposes.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

BBB Business Profiles generally cover a three-year reporting period, except for customer reviews. Customer reviews posted prior to July 5, 2024, will no longer be published when they reach three years from their submission date. Customer reviews posted on/after July 5, 2024, will be published indefinitely unless otherwise voluntarily retracted by the user who submitted the content, or BBB no longer believes the review is authentic. BBB Business Profiles are subject to change at any time. If you choose to do business with this company, please let them know that you checked their record with BBB.

As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.