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Strategic Alliances

In the modern world, financial success requires a comprehensive plan—and experts in different areas such as tax, banking and law to implement it.

At Mitlin Financial, we provide comprehensive planning and investment services for our clients. We also maintain a network of trusted experts in complementary disciplines, and we recommend them to our clients as needed. As these experts help to implement our clients’ financial plans, we coordinate their efforts to ensure a seamless process.

In addition, our clients know that when specific financial needs arise, they can contact us first. We’’ll make sure they’re referred to an expert with demonstrated integrity, expertise and professionalism.

Mitlin Financial wants you to be prepared and confident in all areas of your financial life. And we’re proud to have built a robust network of experts to help us fulfill that commitment.