Mitlin Financial, Inc. is a wealth management firm founded in 2004 and based in Hauppauge, NY. Led by award-winning financial advisor and author Lawrence (Larry) Sprung, CFP®, the firm's mission is to help clients experience joy in their financial journey and create a clear path toward their vision of the future. Mitlin Financial provides comprehensive planning and guidance, coordinating with outside experts like accountants and attorneys to ensure a cohesive and complete implementation of clients' plans. Services include financial planning, tax planning, estate planning, and asset management. Clients praise the firm's knowledgeable and helpful team, who take the time to understand individual goals and explain the planning process thoroughly. The staff, including Jorrell, Carmen, Josh, and Denise, are described as professional, responsive, and genuinely caring about their clients' success. Clients feel confident, stress-free, and part of the "Mitlin family" when working with the firm. Overall, Mitlin Financial is highly recommended for its personalized, expert financial guidance and its commitment to helping clients achieve their financial objectives and find joy in the process.
We have been working with Larry and his team now for over 5 years and his financial knowledge is amazing. If your looking to increase your financial future you need to take the time and make an appointment. Everyone in his office is so kind and professional.
October 2025
Jorrell is extremely knowledgeable and helpful. He is a pleasure to deal with and never rushes you. I feel confident with him as an advisor.
June 2025
Wonderful firm. Staff is so warm and helpful. I love the way Larry updates us on reactions to the stock market fluctuation. He is always keeping us informed.
