Mitchell & Associates Financial
Reviews and Complaints

I have worked with Mitchell & Associates Financial for the past several years to manage my accounts and also my parents' accounts when they passed away. He has been extremely helpful and works with me as to what is best for me at the time. I would highly recommend Mitchell & Associates Financial and his associates. I have always made money in my accounts and have never lost money like I did when I had my 401K at my job before moving my money and working with Mitchell & Associates Financial.

I have been very satisfied with Tracy Mitchell & Associates Financial's retirement advice. I've reached the point of having to do my first RMD and really dreaded filling out all the paperwork. I called Tracy and he explained everything and I was able to email the necessary documents and I'm good to go. Tracy keeps me informed regularly on my retirement accounts and I appreciate that with my busy lifestyle and if I do have any questions, he's always been prompt and courteous when I call.

Mitchell & Associates Financial has been an incredible company to do business with. I appreciate their patience and willingness to answer all of my questions. They take time to explain changes and opportunities. I highly recommend Mitchell & Associates Financial to my friends and family, knowing they will be well taken care of!

We were first introduced to Mitchell & Associates in 2008 while attending a retirement workshop they were hosting. We made the decision to become clients and have been very pleased with the advice and services they have provided over the years. They have always been there to answer any questions we have about our finances and would highly recommend them.

My wife and I became clients in 2008. We have been very pleased with the service we have received. The staff is very knowledgeable and have always made themselves available to answer questions and guide us through our retirement. I have found that asset and income planning can be very intimidating, but they have really helped me understand what I have and how it works.

My family has been working with Mitchell & Associates Financial for 17 years. They are very knowledgeable about the products they offer, as well as always being available to talk and answer questions. I wouldn't trust my retirement accounts with anyone else! If you want straight talk, and answers to all of your retirement questions, Mitchell & Associates Financial needs to be your first call.

Understanding my benefits and preparing for retirement was something that has always intimidated me. After attending a couple of federal employee benefit workshops, I attained a much clearer understanding. The advisors at Mitchell & Associates Financial are great educators and understand the benefit system A to Z. I would recommend them to any federal employee seeking advice about their benefits.

I am a retired federal Postmaster. As I was approaching retirement I was seeking help with understanding how my benefits would work in retirement. The advisors at Mitchell & Associates Financial took the time to educate me and develop a plan that has worked out very well. I recommend them to any federal employee that is seeking advice about their benefits. I also want to say that the advisors will always get back to you with any questions you may have.

After receiving a phone call from Tracy Mitchell & Associates Financial (I assume the post office released my info to these predators), I purchased a Flexible Premium Deferred Annuity at $265/mo. I had to cancel the policy 6 months later, and lost $2,000. I do not understand why there are not more negative reviews about this outfit. Before you invest anything with Mitchell & Associates Financial, get a second and third opinion from a solid financial advisor. I blocked this business from contacting me. Everyone working here needs to get a real job, and stop preying upon postal employees/federal workers!

Bear & Cheryl Bailey Retired Teacher & Postal Worker “We attended a Federal Employee Benefit Advisors workshops in October. We scheduled an appointment and explained our concerns about preparing for retirement. I had plans to retire from the postal service February but was not sure if I would be able to. We met with them several times before making any final decisions on anything. They educated us, and at no time did we feel any pressure to become a client or make a decision. We feel blessed that we were able to work with them. They put a plan together that allowed me to retire with confidence."

As a federal employee, I found that it was very difficult to get answers about my benefits and retirement planning that I could understand and feel comfortable with. I was hesitant to seek out an advisor because I was concerned about them just trying to sell me something. I met with an advisor from Mitchell & Associates Financial numerous times before making any decisions, and at no time felt pressured to make a decision. My Wife and I are both federal employees and have been clients since 2017. Our decision to become clients is one of the best financial decisions we have ever made. I highly recommend Mitchell & Associates Financial.