ProInsight Consulting

Mitlin Financial, Inc. - Hauppauge, New York

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 140 Adams Ave Suite B-12, Hauppauge, NY 11788, United States.
Phone: 6319524466112.
Website: mitlinfinancial.com
Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Online appointments, On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Restroom, LGBTQ+ friendly, Appointment required, Appointments recommended, Free parking lot.
Opinions: This company has 30 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Mitlin Financial, Inc.

Mitlin Financial, Inc. 140 Adams Ave Suite B-12, Hauppauge, NY 11788, United States
☎️6319524466112

⏰ Open Hours of Mitlin Financial, Inc.

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Mitlin Financial, Inc.

Mitlin Financial, Inc. is a highly regarded financial planning firm located at 140 Adams Ave Suite B-12, Hauppauge, NY 11788, United States. This company has been providing top-notch financial consulting and investment services to clients for many years.

Specialties: Financial planner, Financial consultant, Investment service.

At Mitlin Financial, the team is comprised of highly skilled professionals who are dedicated to helping clients reach their financial goals. They offer a range of services including financial planning, investment management, and retirement planning. The company also provides online appointments and on-site services, as well as language assistance for clients who may need it.

Other points of interest: Online appointments, On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Restroom, LGBTQ+ friendly, Appointment required, Appointments recommended, Free parking lot.

One of the standout features of Mitlin Financial is their exceptional customer service. Clients consistently praise the team for their professionalism, knowledge, and willingness to go above and beyond to meet their needs. Jorrell Bland, a financial consultant at the firm, is often mentioned specifically for his personable demeanor and expertise.

The company has received an impressive 30 reviews on Google My Business, with an average rating of 5/5 stars. Clients have shared that they feel fortunate to work with Mitlin Financial and have followed the advice given, which has helped them feel more secure about their financial future.

If you're looking for a reliable and trustworthy financial planning firm, Mitlin Financial, Inc. is certainly worth considering. With their wide range of services, commitment to customer satisfaction, and excellent reputation, they are well-equipped to help you achieve your financial goals.

👍 Reviews of Mitlin Financial, Inc.

Mitlin Financial, Inc. - Hauppauge, New York
CAROLE F.
5/5

We consider ourselves very fortunate to work with Mitlin Financial. The whole team is great…very professional and knowledgeable. We’ve been working with Jorrell Bland who is a pleasure to deal with! He’s always ready to answer any questions you may have and is also very personable! They’ve given us great advice which we have since followed and are feeling very secure about our future!
Thank you Mitlin Financial!

Mitlin Financial, Inc. - Hauppauge, New York
J. F.
5/5

My husband and I recently began working with Jorrell and Mitlin Financial. We knew we needed a change from our previous advisor and took quite some time vetting other firms before partnering with Mitlin Financial. Jorrell has taken the time to get to know us and understand our current financial goals and the goals we have for the future. He and his team have worked hard putting together a financial portfolio that works for us. Along with that, Jorrell has created a financial plan for retirement that sets us both at ease. We can't express how much JOY this brings us. A great big thank you goes out to Jorrell and the entire Mitlin Financial team!

Mitlin Financial, Inc. - Hauppauge, New York
Tino &. R. P.
5/5

Trust is earned ,they advise you as if you are part of their family. Knowledgeable ,have Foresight and tailor to your needs.
We are very please to have in trusted our financial future with
Mitlin Financial .

Mitlin Financial, Inc. - Hauppauge, New York
Pierina H.
5/5

Mitlin Financial has been great in helping us plan our financial goals. Larry and the team are phenomenal to work with. They are always available for a chat and ready to help. We hope to continue doing business with them in the future!

Mitlin Financial, Inc. - Hauppauge, New York
Jason G.
5/5

Mitlin Financial is the best place to go for any financial advice. Larry and Jorrell are both fantastic to work with. They helped find life insurance policies for my spouse and I. They were able to help me navigate the amount of coverage needed based on my financial profile and future financial goals. They then shopped around for me and found a better premium than I ever expected!

They truly put their client’s needs first. They will give you honest advice and expect nothing in return. They just want you to be set up for everything you and your family needs.

I highly recommend using Mitlin and hope to do more business with them in the future!

Mitlin Financial, Inc. - Hauppauge, New York
Dave B.
5/5

I have known Larry Sprung for over 40 years. We went to grammar and high school together. Although we lost touch for a couple of decades, I was drawn to his energetic appearances all over social media. He had developed a skill set, talent and accreditation in a field I was in need of guidance in. Kick starting our relationship on a new level was exciting for two reasons…I had a true understanding of where “he came from” and the type of person he was…and still is. Larry puts his heart into everything he does, both professionally and in his personal life. A true family man, who is eager to help others and their families achieve financial success. It has been a real JOY for me to be reconnected, but not because of the financial planning, but rather Larry and the Mitlin team are the type of folks I like to be around. Hard working honest people who strive to do what they do, the best they can, so those they serve can achieve wonderful things.

Mitlin Financial, Inc. - Hauppauge, New York
Marianne H.
5/5

We have been working with Mitlin Financial for 8 + years. We can honestly say that Larry and his team take care of our portfolio as if we were family. Larry, Jorrell and Carmen are available whenever we need them and guide us through any questions and concerns we have. We recently retired and because of all the advice and long term planning we have done with this team, we are confident that we can relax and enjoy our retirement as they continue to help us reach our goals. It is a pleasure working with each and every one of the team and we would recommend them to everyone.

Mitlin Financial, Inc. - Hauppauge, New York
Patty Q.
5/5

I wanted to take a moment to express my sincere gratitude for all the hard work and dedication Jorrel Bland and his team has put in to helping plan my retirement and my husband‘s future retirement. Jorrel’s expertise, attention to detail and personalized approach has given us a peace of mind as we look towards the future. Thank you again, Jorrel for your unwavering support and for always being available to answer our questions. We feel fortunate to have you guiding us through this important phase of our lives.

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