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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

  • PENNY M

    Date: 09/26/2022

    I am a retired **** Postmaster. As I was approaching retirement I was seeking help with understanding how my benefits would work in retirement. The advisors at ***************************************** took the time to educate me and develope a plan that has worked out very well. I recommend them to any federal employee that is seeking advice about their benefits. I also want to say that the advisors will always get back to you with any questions you may have.

  • Mike and Lana A

    Date: 09/25/2022

    As a federal employee I found that it was very difficult to get answers about my benefits and retirement planning that I could understand and feel comfortable with. I was hesitant to seek out an advisor because I was concerned about them just trying sell me something. I met with an advisor from ***************************************** numerous times before making any decisions, and at no time felt pressured to make a decision. My Wife and I are both federal employees and have been clients since 2017. Our decision to become clients is one of the best financial decisions we have ever made. I highly recommend them.

  • Michael F

    Date: 09/24/2022

    My wife and I became clients in 2008. We have been very pleased with the service we have received. The staff is very knowledgeable and have always made themselves available to answer questions and guide us through our retirement. I have found that asset and income planning can be very intimidating, but they have really helped me understand what I have and how it works.

  • Brian G

    Date: 09/23/2022

    Understanding my benefits and preparing for retirement was something that has always intimidated me. After attending a couple of federal employee benefit workshops, I attained a much clearer understanding. The advisors at ***************************************** are great educators and understand the benefit system A to Z. I would recommend them to any federal employee seeking advice about their benefits.

  • Marla L

    Date: 09/20/2022

    ***************************************** has been an incredible company to do business with. I appreciate their patience and willingness to answer all of my questions. They take time to explain changes and opportunities. I highly recommend ***************************************** to my friends and family, knowing they will be well taken care of!

Mitchell & Associates Financial Group, LLC is BBB Accredited.

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