Testimonials

Jason G.

 

“Mitlin Financial is the best place to go for any financial advice. Larry and Jorrell are both fantastic to work with. They helped find life insurance policies for my spouse and I. They were able to help me navigate the amount of coverage needed based on my financial profile and future financial goals. They then shopped around for me and found a better premium than I ever expected!

They truly put their client’s needs first. They will give you honest advice and expect nothing in return. They just want you to be set up for everything you and your family needs.

I highly recommend using Mitlin and hope to do more business with them in the future!”

​Marianne H.

 

“We have been working with Mitlin Financial for 8 + years. We can honestly say that Larry and his team take care of our portfolio as if we were family. Larry, Jorrell and Carmen are available whenever we need them and guide us through any questions and concerns we have. We recently retired and because of all the advice and long term planning we have done with this team, we are confident that we can relax and enjoy our retirement as they continue to help us reach our goals. It is a pleasure working with each and every one of the team and we would recommend them to everyone.”

Aaron B.

 

“I wanted to post a sincere client review of Mitlin. I scouted for over a year for a firm to help us with retirement planning and general financial advice. Most of my encounters before Mitlin were pretty dissatisfying. We were just a number, adding to a firm’s overall portfolio. But Mitlin is different. Every senior person at Mitlin has taken time with us. They listen and work on YOUR goals. No question goes unanswered. That’s the best part. No matter how big or small a client you might be. We started out very small and were able to grow with Mitlin. We got the best service from day 1. They really care and take pride in client service.”

John C.

 

“I have been a client of Mitlin Financial since 2011 and would highly recommend their services. Larry and his team deliver truly professional financial planning services and put their clients ’interests first. I did not really understand the role of a fiduciary until I worked with Larry. He works with integrity and provides sound financial advice and guidance. Mitlin has assisted me with some complex financial issues, and I have been more than happy with the results. So much so that I have entrusted Larry to guide all three of my kids as they enter their careers & life in their 20s. Larry is a pleasure to deal with and I have no hesitation in recommending Mitlin’s services with complete trust.”

Justine M.

 

“Larry is one of the most supportive people I know. Although I’m sure he is busy running a family and a business, he is always available for questions and explanations. Larry and team make me feel like I’m their only client and apply their vast knowledge and experiences in a very personalized way. I recently went through a major financial milestone and Larry was with me every step of the way – ranging from keen financial advice all the way to filling out paperwork to help me with the administration. In those situations, every little bit helps and I would not have made it through with my sanity without Larry and Mitlin Financial.

Brian M.

 

“Lawrence and his team at Mitlin Financial are great to work with. The Mitlin team understands how financial markets work and move, and they provide me with advice in the context of my portfolio and goals. The lines of communication are always open and I feel very informed about my situation and the decisions I need to make. I don’t have enough time to really spend researching the right investments and Mitlin fills that gap for me. I feel very confident in my financial future thanks to Mitlin Financial.”

Jason A.

 

“Recently moved to NY from the Midwest for a new career opportunity. I partnered with Mitlin Financial a few months ago to manage my portfolio. The team, specifically Jorrell Bland, has been amazing to work with. He has been extremely helpful with organizing my portfolio and setting my family up for success moving forward. Any questions I have had he has been able to answer. I look forward to continuing working with Jorrell.”

Fern T.

 

“I have been dealing with Larry and his company Mitlin Financial for 20+ years and consider him to be honest, trustworthy and reliable. He has advised and assisted me with my financial planning in regard to retirement planning , insurance and estate planning. I find him to be EXTREMELY knowledgeable and always has great insight and understanding in regard to what and why markets change and evaluates what direction appears best for his client’s individual needs. I would highly recommend Larry and his company Mitlin Financial for all retirement planning needs.”

Wendy M.

 

“I have been working with Larry/Mitlin Financial for several years, and I couldn’t be happier. He and his staff are professional, responsive, and just great to work with. We speak regularly about my my financial goals and the best way to achieve them. When there are fluctuations in the market, Larry is quick to put out a calming email explaining what happened and to offer his time to discuss any concerns. I highly recommend Larry and Mitlin Financial.”

Shai M.

 

“Larry is one of the best professionals out there. You work hard for your money and you would like someone who would take care of your money as if it was theirs- Larry is that guy compassionate, personable, caring and considerate. I highly recommend using Mitlin Financial as your financial advisor”

Amy G.

 

“Lawrence is such a wealth of information, compassion and ingenuity. Whatever time is spent with him is one that is precious and reaps rewards months and years later. I am honored to have received Lawrence’s wisdom and insights; his shares have had a direct impact on my revenue, as well as my ability to create ever lasting impact in the fight of preventing anxiety and other mental health challenges in our children. Thank you Lawrence for your wisdom, compassion and devotion to allowing others to transcend. Appreciate you so much.”

Michele A.

 

“Larry and his team are phenomenal. High level communication makes Larry stand out among a crowd. He has always made himself available to us when we had questions and responds promptly with answers. He always follows up when he says he will. It is truly a pleasure working with Larry and looking forward to many many years with him!”

Warren G.

 

“For well over a decade, I’ve collaborated with Larry Sprung to help his clients whom Larry referred to me, and with clients I’ve referred to him. Larry Sprung is a knowledgeable, skilled, gifted, empathetic, and personable advisor. I’ve witnessed the planning and advice he’s provided to his clients. I’ve always known him to provide accurate and valued advice. Of all of his clients I’ve worked with, I’ve never received anything except glowing feedback. For clients looking for a financial advisor, I would recommend Larry Sprung without hesitation.”

John D.

 

“John and I highly suggest Lawrence Sprung as our investment group . We were introduced by an accountant we were working with over 12 years ago.

Were like family. Always there for me especially when I see the market crashing. He always assures us that he in on top of the market along with his whole team

I haven’t heard if any other investment group that sends our emails the day of to make us aware why the market is dropping and assure us they are always working to keep thing’s positive

I’ve referred Larry to family members and friends.”

Chris C.

 

“Larry is a true professional. He is not just about selling you individual products. He has a big picture plan based on your goals and objectives and is very selective in who he works with. I have found him to be a great source of information and someone i can completely rely on. I highly recommend him to anyone who wants to ensure their future.”