Mitchell Investment Group - Athens, Georgia

Okay, here’s a detailed overview of Mitchell Investment Group, designed to be a helpful resource for prospective clients, presented in a formal and approachable style:

Mitchell Investment Group: A Trusted Financial Planning Partner

Mitchell Investment Group is a well-established financial planning firm dedicated to providing personalized and comprehensive financial guidance to individuals and families. Located at 595 S Milledge Ave, Athens, GA 30605, United States, the firm operates with a strong commitment to building long-term relationships based on trust and mutual understanding. Their phone number is 7065498555, and you can find more information, including their services and team profiles, on their website: mitchellinvestmentgroup.net. They prioritize accessibility and convenience for all clients, offering a wheelchair-accessible car park and wheelchair-accessible entrance, alongside standard restroom facilities.

Services and Specializations

Mitchell Investment Group specializes in assisting clients with a wide spectrum of financial needs. Their core competency lies in crafting tailored financial plans designed to help clients achieve their short-term and long-term goals. These plans often encompass retirement planning, investment management, estate planning considerations, and education savings strategies. The firm focuses on a holistic approach, recognizing that financial well-being is intricately linked to various aspects of a client’s life. They take a proactive stance, emphasizing the importance of regular reviews and adjustments to plans as life circumstances evolve.

Location and Accessibility

The firm’s physical location in Athens, Georgia, provides a convenient hub for serving clients in the local area and beyond. The office is designed with accessibility in mind, featuring a wheelchair-accessible toilet to ensure comfort and ease of use for all visitors. Appointments are highly recommended to allow for dedicated time and personalized attention. The team strives to create a welcoming and comfortable environment for every client.

Client Feedback & Reputation

Mitchell Investment Group consistently receives positive feedback, evidenced by a strong average rating of 5/5 on Google My Business, reflecting a total of 7 reviews. These reviews frequently highlight the firm’s dedication to client education and their commitment to treating clients as valued members of their extended “family.” The emphasis on building genuine relationships and providing clear, understandable advice appears to be a key differentiator. It’s clear that the team prioritizes understanding each client’s unique situation and tailoring solutions accordingly.

Key Information & Recommendations

Address: 595 S Milledge Ave, Athens, GA 30605, United States
Phone: 7065498555
Website: mitchellinvestmentgroup.net
Specialties: Financial Planner
Accessibility: Wheelchair Accessible (Car Park, Entrance, Toilet)
Appointments: Recommended

Ultimately, Mitchell Investment Group presents itself as a dependable and client-focused firm. Given their commitment to personalized service and accessibility, and the overwhelmingly positive feedback received, we strongly encourage anyone seeking a knowledgeable and trustworthy financial planner to explore their offerings further. We recommend visiting their website at mitchellinvestmentgroup.net to schedule a consultation and discuss your individual financial goals.

👍 Reviews of Mitchell Investment Group

Colt W.

5/5

I opened up an account with Mitchell Investment Group when I was 19 years old. The team here has been extremely helpful in helping me understand the benefits of investing early and how to do so properly. I now live in Alaska and still choose to use them. You can’t beat a team that treats you like family.

Jon F.

5/5

The team at Mitchell Investment Group really make you feel like family. The reach out to check in periodically--not to sell stuff but just to review current accounts and touch base to make sure you're satisfied as an investor. Mark and Rex have always been terrific and given me honest answers to any questions.

Joe M.

5/5

Mark and his team are wonderful. They have done a ton of stuff for me personally as well as my businesses. I trust them to steer us in the right direction. If you want someone who cares about you and your success, go to Mitchell Investment Group.

Jon M.

5/5

Mark and Rex have always taken great care of our investments.Very transparent and takes time to explain everything with our accounts.I would advise anyone to use them.

Morgan B.

5/5

Mark knows what he's doing! And to top it off, he doesn't invest your money in anything that he isn't willing to/is currently investing in himself. Very easy to trust and straight to the point.

Christine

5/5

Friendly, courteous, efficient, wonderful people. Very accommodating.

Jessica T.

5/5