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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

  • Diana B

    Date: 03/02/2023

    ***** ******** has been such a great help to us. He has made it possible for us to save money and to get away from paying extra fees. When we don't understand something, he explains it to where we can understand it. He is kind and seems to really want to help people with their investments. He has been recommended to family and friends.

  • June S

    Date: 02/24/2023

    After my retirement I really had no idea in what direction to turn. ***** ********’s company was mentioned to me by a friend, I called him he came to me & sat down with me at my table, saving me over an hour drive to come to his office in Springfield, I appreciated that very much. He has always been very helpful in any question I have to call me & explain my concerns. I trust his expertise & him as an individual, to guide me in making the right decisions. I have recommended him to others & no one has ever told me I was wrong to recommend his company. Thanks ***** for your assistance. ****

  • kenneth f

    Date: 02/23/2023

    great company, they have always taken great care with me.

  • Billi T

    Date: 02/14/2023

    Upon retirement, ***************************************** have managed our portfolio. All interactions have been so positive, that we have referred others to this company. They are worthy of their 5 Star rating.

  • Steven R

    Date: 02/01/2023

    Mitchell &Associates have been great After I retired they have managed my acct. and I have made money even with the downturn in he stock market and economy. My wife just recently rolled her retirement into an account with them. Great peoples. ****** is a great person always willing to help.

  • Curt S

    Date: 01/31/2023

    Very easy company to work with they under stand our needs

  • Susan M

    Date: 01/28/2023

    ***** ******** has been my financial advisor for many years now. I truly believe he does his best to support my financial needs. I would highly recommend his team.

  • Ron C

    Date: 01/23/2023

    ***** was very professional and did a good job and I am thankful for what he did for me and my wife that passed away

  • Tamara T

    Date: 12/26/2022

    I am so please with the service we have had over the past 5 years. Anytime I have questions or concerns they have been extremely helpful in explaining.

  • keitha H.

    Date: 12/07/2022

    I have worked with ***** for the past several years to manage my accounts and also my parents accounts when they passed away. He has been extremely helpful and works with me as to what is best for me at the time. I would highly recommend ***** and his associates. I have always made money in my accounts and have never lost money like I did when I had my 401K at my job before moving my money and working with *****.

Mitchell & Associates Financial Group, LLC is BBB Accredited.

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