

THE CSLP GROUP
Responds in about 2 hours
Current Top Pro
Hired 8 times
Serves Miami Beach, FL
Background checked
2 employees
11 years in business
Credit card, Venmo, Zelle
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
Current Top Pro
Maintain 6 feet of distance from customers
Wear masks during the job
Wear gloves during the job
Disinfect surfaces touched during the job
12 photos
Customers rated this pro highly for professionalism, responsiveness, and work quality.
12 reviews
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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.