Welcome
Today's investment climate offers unprecedented opportunities. At Mitlin Financial Inc., we help you take advantage of those opportunities by providing you with three key tools:
  1. A clear understanding of your financial goals
  2. A well-defined roadmap for achieving those goals
  3. Ongoing advice to help adjust your roadmap when your needs change
Our services cover all areas of financial management, from investment* and retirement planning to risk management and estate conservation. We specialize in helping you develop a comprehensive, cohesive financial plan that fits your unique needs and enables you to meet both short- and long-term objectives.

On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing.

For help with your financial management, or for more information about Mitlin Financial Inc., please contact us today.
Newsletters
  • 15 Facts about Social Security
    It's easy to take Social Security for granted when retirement is years away, but with 94% of the U.S. workforce covered by Social Security,* it's likely that this
  • Saving for the Future: Start Now or Start Later?
    There are many ways to try to reach a future goal. You can save now, or you can save later (or perhaps do both). But there is an advantage to putting your
  • Tips for Traveling Abroad
    For many people, there's perhaps nothing more exciting than traveling to a new country, experiencing different cultures, tasting exotic foods, and exploring unfamiliar
  • My parents can't manage alone anymore. What should I do?
    Are one or both of your parents having health problems, suffering mental lapses, or just slowing down with age? Do you find they can't manage on
  • What is an assisted-living facility, and how do I choose one?
    What is an assisted-living facility? The wide number of options available makes defining the term difficult. Generally, however, assisted-living
    
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Contact Us
140 Adams Avenue
Suite B 12
Hauppauge, NY 11788
Phone: (631) 952-4466
Fax: 866-235-2803
info@mitlinfinancial.com
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Privacy Policy

ADV Part 2

Mitlin Financial, Inc. ("Mitlin Financial") is an investment advisor located in New York. Mitlin Financial and it's representatives are in compliance with the current registration requirements of those states in which Mitlin Financial maintains clients. Mitlin Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Mitlin Financial's website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the Mitlin Financial website on the internet should not be construed by any consumer and/or prospective client as Mitlin Financial's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by Mitlin Fiancial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Mitlin Financial's current written disclosure statement discussing Mitlin Financial's business operations, services, and fees is available from Mitlin Financial upon request. Mitlin Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Mitlin Financial's website or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by Mitlin Financial) or product made reference to direcly or indirectly by Mitlin Financial in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client's investment portfolio. Historical performance results for investment indices and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Certain portions of Mitlin Financial's website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Mitlin Financial's (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Mitlin Financial, or from any other investment professional. Mitlin Financial is neither an attorney nor accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. Correspondingly, each client and prospective client agrees, as a condition precedent to his/her/its access to Mitlin Financial's website, to release and hold harmless Mitlin Financial, its officers, directors, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Mitlin Financial.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Mitlin Financial's website, the client and/or prospective client is advised that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Mitlin Financial, or from any other investment professional.