Mitlin Financial, Inc.

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.
Mar 30th, 2024

Jorrell is great! He eases my anxiety so much because I know he has my family's best interest in mind. I'm pleased with the personal touch and genuine care I feel from Mitlin, and I recommend them to anyone of my friends and family.
Feb 18th, 2024

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.
Jan 29th, 2024

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.
Nov 1st, 2023

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.
Oct 20th, 2023