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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

  • Nellie W

    Date: 10/30/2022

    I have been very satisfied with Tracy ********'s retirement advice. I've reached the point of having to do my first RMD and really dreaded filling out all the paperwork. I called Tracy and he explained everything and I was able to email the necessary documents and I'm good to go. Tracy keeps me informed regularly on my retirement accounts and I appreciate that with my busy lifestyle and if I do have any questions, he's always been prompt and courteous when I call.

  • Ron C

    Date: 10/26/2022

    I think the company and the people involved are very competent and trust worthy. Competent is very important at my age after losing about $100,000 on one situation.

  • Richard S

    Date: 10/06/2022

    Great service! They really care about their clients and not only offer suggestions but also ensure you understand why they are making those suggestions. Great team, Thanks

  • Barbara W

    Date: 10/01/2022

    Besides all of the great education about my federal benefits and retirement planning they have provided, they are always quick to return a call when I need help with my accounts or have questions.

  • Eddie N

    Date: 09/29/2022

    The advisors at ***************************************** have provided us with great service and advice. They are always available to answer questions and consult with us on a variety of financial concerns. Their knowledge and guidance has been very helpful

  • Treva L

    Date: 09/27/2022

    Making a decision about where to put my money was a difficult one. The guidance I received from ***************************************** helped me make sense of it all so I could make an educated decision. I especially like the fact that I can't lose money.

  • Joe S

    Date: 09/27/2022

    We have been clients since 2013 and have been very pleased with the service we have received. Their knowledge of the federal employee benefit system has been especially helpful since I worked for the postal service for many years. They have always been available to answer questions and guide us through the retirement maze. We would highly recommend them.

  • Rob H

    Date: 09/27/2022

    Have been with ***** Mitchell for several years! He is extremely honest and has tremendous knowledge in his field! ***** has never made a mistake while advising us! We trust him implicitly and hope he will continue to work with us for years to come!

  • Jim D

    Date: 09/27/2022

    Ive always get my questions answered.they are very pleasant to work with.

  • Gregg B

    Date: 09/26/2022

    My family has been working with ***************************************** for 17 years. They are very knowledgeable about the products they offer, as well as always being available to talk and answer questions. I wouldn't trust my retirement accounts with anyone else! If you want straight talk, and answers to all of your retirement questions, Mitchell & Associates Financial needs to be your first call.

Mitchell & Associates Financial Group, LLC is BBB Accredited.

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