THE CSLP GROUP

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

Read reviews that mention:

• savings・4

• financial・1

• finances・1

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Stephen P.

Dec 30, 2021

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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

Hang N.

Dec 29, 2021

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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

Veronica J.

Jan 20, 2022

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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

Cynthia F.

Jan 4, 2022

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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

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!

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.