Mitlin Financial, Inc.
140 Adams Avenue, Hauppauge, NY 11788
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Mitlin Financial, Inc. is a leading finance institution located at 140 Adams Avenue in Hauppauge, New York, United States. With a strong reputation for providing personalized financial planning and investment management services, Mitlin Financial, Inc. is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers a wide range of services, including retirement planning, estate planning, tax planning, and investment strategies. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Mitlin Financial, Inc. is committed to providing expert guidance and support every step of the way.
Reviews
"I been working with Mitlin for years now. Met Larry back in 2010 and he and his staff have been my go to for financial assistance. Larry and Jorel are great, personable and always available when I need them to guide me."
"Recently moved to NY from the Midwest for a new career opportunity. I partnered with Mitlin Financial a few months ago to manage my portfolio. The team, specifically Jorrell Bland, has been amazing to work with. He has been extremely helpful with organizing my portfolio and setting my family up for success moving forward. Any questions I have had he has been able to answer. I look forward to continuing working with Jorrell."
"I wanted to post a sincere client review of Mitlin. I scouted for over a year for a firm to help us with retirement planning and general financial advice. Most of my encounters before Mitlin were pretty dissatisfying. We were just a number, adding to a firm's overall portfolio. But Mitlin is different. Every senior person at Mitlin has taken time with us. They listen and work on YOUR goals. No question goes unanswered. That's the best part. No matter how big or small a client you might be. We started out very small and were able to grow with Mitlin. We got the best service from day 1. They really care and take pride in client service."
"Lawrence and his team at Mitlin Financial are great to work with. The Mitlin team understands how financial markets work and move, and they provide me with advice in the context of my portfolio and goals. The lines of communication are always open and I feel very informed about my situation and the decisions I need to make. I don’t have enough time to really spend researching the right investments and Mitlin fills that gap for me. I feel very confident in my financial future thanks to Mitlin Financial."
"I have been dealing with Larry and his company Mitlin Financial for 20+ years and consider him to be honest, trustworthy and reliable. He has advised and assisted me with my financial planning in regard to retirement planning , insurance and estate planning. I find him to be EXTREMELY knowledgeable and always has great insight and understanding in regard to what and why markets change and evaluates what direction appears best for his client's individual needs. I would highly recommend Larry and his company Mitlin Financial for all retirement planning needs."
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