Focused On Your Financial Future
From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time. Read more below about how we can work with you to help your financial needs.
At J. Mitchell & Associates, we believe in working closely with our clients to make sure they fully understand the investment decisions we make together.Below you will find a curated library of educational articles to help you become a more informed investor.
Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.
We will help you connect with an advisor who properly suits you and your needs. When you partner with an advisor at our firm, you have access to our whole team of knowledgeable professionals.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."
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"It has been months since we first met with James and his team, and they made the transitions of our investments super easy. We couldn’t be happier"- Sara Customer
"James and his team provide world-class financial advice on a very personal level."- George Customer
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