Mitlin Financial Inc. is a financial services firm based in Hauppauge, New York, specializing in comprehensive wealth management and financial planning solutions tailored to individuals, families, and business owners. They aim to empower clients to make informed financial decisions that align with their life goals and values. Mitlin Financial takes a personalized approach, offering fiduciary guidance with a strong emphasis on transparency, trust, and education.

The firm’s holistic planning process includes investment management, retirement strategies, estate planning, risk management, and education funding. Mitlin Financial’s founder and president, Lawrence Sprung, is well recognized in the industry for his commitment to client advocacy and financial literacy. The firm also places high importance on community engagement, supporting mental health awareness initiatives and charitable organizations across the U.S.

Mitlin Financial is affiliated with Commonwealth Financial Network, providing clients with access to a broad range of tools, research, and technology. Their client-first philosophy and proactive communication help distinguish them in the competitive financial services industry.

Website: http://www.mitlinfinancial.com/

Key Services:

– Comprehensive financial planning
– Investment management
– Retirement planning and income strategies
– Estate and legacy planning
– Risk management/insurance solutions
– Education funding strategies
– Business and employee benefit planning
– Financial literacy and client education programs