THE CSLP GROUP
THE CSLP GROUP

THE CSLP GROUP

Offers remote services
Offers remote services
contact for price

Zip code
Annual income

Responds in about 1 hour

Introduction: I lay out all the options, and lead you to decisions. I am a former Registered Investment Advisor, a licensed insurance broker, and financial planner. I have over 25 years of business, investment, tax, college, estate, and retirement planning experience. I can help anyone chart a course from birth through retirement. If experience and patience matters to you, let me know. I am passionate about helping others grow and succeed. Almost always available!
Overview

Hired 4 times

Serves Miami Beach, FL

Background checked

2 employees

11 years in business

Payment methods

Credit card, Venmo, Zelle

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Wear gloves during the job

Disinfect surfaces touched during the job

Featured Projects

12 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

11 reviews

5
100%
4
0%
3
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2
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1
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Read reviews that mention:


pro avatar
Stephen P.
4 weeks ago
·

Hired on Thumbtack

Hired on Thumbtack

I hired Mitchell to see if the plans I had made for retirement made sense and whether or not I had left anything out. Mitchell was super organized, communicated quickly and effectively, set up a Secure Dropbox account for me to load in my documents and we had our first meeting two days after I discovered him. He was extremely affable and prepared and it didn’t take us long to get down to the nitty gritty of my questions. Fortunately he believed I had done a good job (whew!) and was clear and concise about a few things I had not yet taken care of, as well as sage advice for current and future planning. I will definitely seek out his help and advice in the future as milestones arise and I greatly appreciated his candor, thoroughness, knowledge, and complete lack of any forced sales pitch. It is a real pleasure.
Personal Financial Planning
pro avatar
Hang N.
1 month ago
·

Hired on Thumbtack

Hired on Thumbtack

Mitch is very professional and knowledgeable. He is passionate about what he is doing and genuinely cares about his clients. Not only that he is very responsive, engaged and really spends his time to get to know you as a person, not just a potential client. I highly recommend Mitch and his firm for anyone looking for a financial planner.
Personal Financial Planning
pro avatar
Cynthia F.
4 weeks ago
·

Hired on Thumbtack

Hired on Thumbtack

Mitch went to work immediately after our conversation. He followed through and coached me throughout the process. Very easy to work with him.
Personal Financial Planning
pro avatar
Veronica J.
7 days ago
·

Hired on Thumbtack

Hired on Thumbtack

I wanted to choose all five things for Mitch, but I could not! My first meeting I learned so much already and I am very excited and happy I chose to work with him. I think my life will change and I am looking forward to the future! I'd give him 10 stars 🙂
THE CSLP GROUP's reply
Thanks Veronica, taking control is where it all starts to happen. Speak to you tonight.
Personal Financial Planning
pro avatar
Robert A.
Nov 26, 2021
Mitch and his team of experts help me get organized, and in control. As a busy mid-level executive taxes, funding objectives, and retirement planning were just too much to deal with. I will heavily rely on The CSLP Group moving forward.
THE CSLP GROUP's reply
It was a pleasure working with you Robert. Moving through your assets and liabilities were painless, as you learned. From there, it was easy. Thanks for the review!
Credentials
Background Check

Mitchell Felton

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Hourly or per project rates.

  • What is your typical process for working with a new customer?

    Start by putting together a list of assets and liabilities, account statements, tax returns, wills and trusts, and question list.

  • What education and/or training do you have that relates to your work?

    Former Stock broker and Former Registered Investment Advisor. 25+ years of Insurance Planning, Financial Planning, Tax Planning, and Retirement Planning experience. Also put three kids thru college 529 planning and one thru grad school.

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