Mitlin Financial, Inc. is a financial planning and wealth advisory firm based in Hauppauge, New York. Founded in 2004 by Lawrence Sprung, CFP®, the firm focuses on a family-oriented and personalized approach to help clients achieve their financial goals while experiencing "JOY in their journey." Named after family members who inspire its culture, Mitlin Financial emphasizes care, compassion, and honesty in building long-term relationships with clients.
The firm offers a comprehensive range of services, including financial planning, retirement planning, estate planning, and investment management. Mitlin Financial crafts customized financial plans and employs disciplined investment strategies to align with clients' goals and risk tolerance. The firm prioritizes financial literacy and education, ensuring clients are informed about their options and relevant economic events. With a commitment to transparency and trust, Mitlin Financial positions itself as a lifelong financial partner, dedicated to supporting families across generations in their wealth stewardship journey.
Mitlin Financial, Inc. is a financial planning and wealth advisory firm based in Hauppauge, New York. Founded in 2004 by Lawrence Sprung, CFP®, the firm focuses on a family-oriented and personalized approach to help clients achieve their financial goals while experiencing "JOY in their journey." Named after family members who inspire its culture, Mitlin Financial emphasizes care, compassion, and honesty in building long-term relationships with clients.
The firm offers a comprehensive range of services, including financial planning, retirement planning, estate planning, and investment management. Mitlin Financial crafts customized financial plans and employs disciplined investment strategies to align with clients' goals and risk tolerance. The firm prioritizes financial literacy and education, ensuring clients are informed about their options and relevant economic events. With a commitment to transparency and trust, Mitlin Financial positions itself as a lifelong financial partner, dedicated to supporting families across generations in their wealth stewardship journey.
