Investing in Hauppauge, NY

“Working with Jorrell at Mitlin Financial has been an absolute game-changer for my retirement planning. Prior to our meeting, I felt overwhelmed by the complexities of my financial future. Over the past 5 months Jorrell took the time to get to know me, provided clear financial data and built a comprehensive, personalized plan that gives me total peace of mind. I highly recommend their services!”

“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.”