Investing in Hauppauge, NY

“I can’t say enough good things about Jorrell Bland and the entire team at Mitlin Financial! I’ve been working with Jorrell for about a year now, and when I first came to him, my biggest struggle was managing debt. He went above and beyond to create a clear, realistic plan that fits my goals and lifestyle. Jorrell is professional, transparent, and genuinely passionate about helping his clients succeed. It’s rare to find someone who combines deep expertise with such a personal touch. I truly couldn’t have done it without him — highly recommend!”

“Extremely helpful. Been applying for Medicaid for a loved one. Donna Russo has gone above and beyond helping with records that have to go back 5 years. I could not navigate the intricate paperwork without her. She's an amazing person.”

“I have been using Peter T. Lawrence since 2012. I have used him for financial aid application, filing and consultation for my 3 sons. He has far exceeded my expectations and I have highly recommended him to my family, friends and even acquaintances! He is courteous, professional, highly knowledgeable, patient, and knew exactly what schools, whether private or public where in "all" of my son's best interests. Peter also has a wealth of knowledge when it comes to a wide array of wealth management solutions. You as a potential client, would be foolish not to pursue meeting with Peter and letting him help you with whatever your needs are. He is easy to talk to, always answers my emails, phone calls, even if I leave a message, he always has called me back. These aforementioned qualities are a rarity in today's business environment when it comes to taking care of the customer! Again I highly recommend Peter, his wife Elaina, and the rest of the highly professional staff at Wealth Management Solutions! Give him a call @(631) 382-5012 you will not be disappointed.”