When it comes to planning for your financial future, there are always questions. Here are some of the frequently asked ones that come up from our clients when they first begin working with us. Don't see your question on this list? Contact us anytime.
Who could benefit from working with Mitchell Financial Group, Inc.?
Anyone who would like to protect their principal from market declines, anyone who wants a reasonable rate of return over time, and anyone who would like to discuss one's current financial situation. Our doors are open to all who wish to build a brighter future for themselves and their families.
I already have a financial professional - why should I consult with you?
A large percentage of people who work with Mitchell Financial Group, Inc. already own financial products or are working with a financial professional. Working with us isn't about trying to steal you away from your current partnerships. Our goal is to teach people about the choices they have in where to put their money. We also wish to empower our clients to feel good about their financial strategies by focusing on the financial vehicles that provide protection of principal from market declines.
Any consultation with Mitchell Financial Group, Inc. is no obligation, no matter how long it takes.
What are Walter Mitchell's credentials and background?
Walter Mitchell, the founder of Mitchell Financial Group, Inc., has been working with individuals and families for decades. Learn more about him on our About Us page.
How do I schedule a time to meet with Walter Mitchell?
You may schedule an appointment by filling out our Contact Us form or by calling our office at 570-714-3444.
What are my obligations after my first face-to-face visit with Mitchell Financial Group, Inc.?
This is a no obligation meeting - our goal is to review your unique situation and provide advice. Sometimes, an appointment may result in no changes being made in your plans. If we suggest alternative options, you still have no obligation. You're in control of your financial future at all times.
What should I bring to the face-to-face meeting?
It's up to you! Most people bring a copy of any financial documentation that explains their current situation. You may also be asked to complete a Financial Questionnaire, which will accompany your appointment envelope that our office sends to you prior to your scheduled meeting time. You can also bring a list of questions you may have or topics you want to discuss, or information relating to specific concerns about your financial status.
What will happen in the face-to-face meeting?
Walter will analyze your current situation by talking with you and asking specific questions; he will then better understand your needs and ascertain your goals. It is a fact-finding mission to try to determine what we feel is right for you. We may or may not recommend changes or adjustments in your financial strategy.
What is the charge for meeting with Mitchell Financial Group, Inc.?
We never charge for any meetings you have with us.
Where are Mitchell Financial Group, Inc.'s offices located?
Our main office is located at 340 Market Street in Kingston, PA.
We also have appointments available at Honesdale, Danville, Allentown, and Hazleton, PA.
What are your office hours?
Our offices are open Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional times available by appointment.
*Guarantees are backed by the financial strengths and claims paying ability of the issuing insurance company.
By contacting Mitchell Financial Group, Inc., you may be offered information regarding the purchase of an insurance product. We do not offer legal or tax advice. Please consult with a tax professional about your specific tax questions.
Still have questions?
Contact us today to discuss your questions or to set up an appointment for a free consultation.