Mitlin Financial
Bringing JOY to Your Money Journey®
Mitlin Financial
Mitlin Financial
Hauppauge, NY
Serving Clients Nationwide
Bringing JOY to Your Money Journey®
5 out of 5 Stars
Jump to Reviews
Primary Advisor Locations
Larry Sprung, CFP®, CEPA®
Mitlin Financial
Jorrell Bland
Video
Compensation Methods
- Fee Based
- Flat Fee
- Percentage of Assets Managed
About Mitlin Financial
At Mitlin Financial Inc®, we flipped the script; we don’t start with numbers, we start with what brings you JOY.Leading with JOY shifts the focus from the money itself to what the money enables: the life you want to live and your ideal vision of tomorrow.
It’s been about developing a deeply rooted partnership that extends beyond building a portfolio. Instead, we touch on every aspect of the financial lives of the families we serve.
We take pride in empowering multiple generations, including the children and grandchildren of those families. We welcome anyone who believes in the power of family-focused, independent financial advice.
The Mitlin Team is here to be your lifelong financial partner, CFO, advocate and friend.
Working side-by-side to keep you comfortable, well-educated and always in the loop about your unique financial situation, we put JOY at the forefront of financial planning.
We make financial planning personal and help guide you toward a JOY-driven path toward your ideal tomorrow.
𝗪𝗛𝗬 𝗨𝗦?
We Believe in Financial Planning and JOY Should Go Hand-in-Hand
We’re dedicated to moving forward at your pace, ensuring your plans and goals evolve with you every step of the way. When you connect with us, we don’t make assumptions about who earns more, and we never judge based on your relationship status, appearance or financial situation.
Financial literacy doesn’t come naturally to most, and it certainly isn’t taught in school. That’s why we take the time to keep you aware of your options, knowledgeable about your financial plan and informed of national or world events that might impact you.
We don’t claim to know everything, and you should be cautious of anyone who does. Instead, we’re here to answer your questions and support you, coordinating closely with other trusted professionals, like CPAs and attorneys.
When you become one of the families we serve, our interests are immediately aligned with yours. That means we only offer you the strategies or solutions we think will work in your best interest, move you toward your goals and bring you JOY.
We want to help you plan for the tomorrow you have always envisioned while also reminding you to enJOY the journey.
𝗛𝗢𝗪 𝗪𝗘 𝗛𝗘𝗟𝗣?
▪️Financial Planning
At Mitlin, we will work with you to craft a JOY-driven plan that evaluates your current financial situation and guides you toward your vision of an ideal tomorrow.
▪️Tax Planning
Tax impacts every aspect of your financial life. Financial planning and tax efficiency go hand-in-hand.
Whether you are looking to properly save for retirement, help improve your income tax situation, or want help with your business taxes, we can create a customized plan for you.
▪️Investment Management
Money Doesn’t Have to be Complicated.
Using a combination of the latest technology and our team of financial professionals, we regularly monitor your portfolio to ensure you are taken care of. Your plan is built for your risk tolerance.
📌 How Do I Know Which Investment Strategy Makes the Most Sense for Me?
Several factors influence the decision to choose an investment strategy.
The first set of factors begins with you. Our disciplined discovery process is crucial to determining the optimal strategy for your unique situation. Once we have the answers from you, we can begin to plan around your ideal version of tomorrow.
▪️Retirement Planning
People often think of retirement in abstract terms, far away, undefined, difficult to envision.
As a result, more people are unprepared to retire than ever before, according to the Insured Retirement Institute’s 2019 study. 45 percent of baby boomers haven’t put a single penny toward their own retirement.
Want to find out how prepared you are for retirement right now?
We have a quiz for that!
𝗕𝗿𝗶𝗻𝗴𝗶𝗻𝗴 𝗝𝗢𝗬 𝘁𝗼 𝗬𝗼𝘂𝗿 𝗠𝗼𝗻𝗲𝘆 𝗝𝗼𝘂𝗿𝗻𝗲𝘆®
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
SEC Lookup
View DisclosureWho We Serve
- Airline Pilots
- Attorneys
- Baby Boomers
- BIPOC
- Business Owners
- College Graduates
- Content Creators
- Contractors
- Corporate Executives
- Couples
- Creative Professionals
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Healthcare Professionals
- Individuals
- Intergenerational Families
- Jewish
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Private Foundations & Organizations
- Professional Athletes
- Technology Professionals
- Travel Lovers
- Widow
- Women Professionals
- Women’s Finance
- Young Families
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5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 30, 2026
After careful consideration, my wife and I joined Mitlin financial services in 2011. It was one of the best decisions we had ever made. This came at a time when we both were about to transition from working careers to life after retirement. It isn't just about the financial aspects of that transition, its about the emotional reality of leaving a work environment to "now what."
Larry Sprung and later on Jerrell Bland, helped guide us thru our life's plan. Good advice is priceless. As we progressed form working to a consulting business to full retirement has its challenges. And Mitlin was there to help us by adjusting our plan to fit our evolving circumstances. That included making a will early on and a Trust for our assets. There advice and council are invaluable. I would recommend this firm to anyone who is looking for financial security and growth. I did that very thing for our son who is a K-9 NYPD officer.
My advice to you is make that call and talk to a Mitlin Financial advisor, they will do what is right for you and your families current and future needs. You wont regret it!
Regards
Pat Scomello
Relationship to Financial Advisor: Client as of Jan 30, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 18, 2026
Where do I begin? The Mitlin team has been part of my life for MANY years. Jorrell has been instrumental in helping me organize my finances and plan for my future. He has provided strategic advice, attention to detail, and proactive communication, all of which are a cut above the rest. I appreciate the teams’ professionalism and confidently recommend their services. It has been a JOY to work with them.
Relationship to Financial Advisor: Client as of Jan 18, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 8, 2026
I have been a Mitlin Customer for a few years and have had nothing but a positive experience. Jorrell has been a great wealth advisor, I truly believe he understands my goals and vision, and wants to help me reach those milestones. He has taken time to address any questions or concerns I have, and he has provided me with realistic and optimistic assessments of expected market performance. Very happy and would highly recommend!
Relationship to Financial Advisor: Client as of Jan 8, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 28, 2025
My wife and I have been a client of Mitlin Financial for approximately 7 months now. Mitlin was recommended to us by my sister and brother-in-law since I would be retiring in September of 2025. I am so glad we called to schedule an appointment with Jorrell.
We were going through some changes in our life with me retiring, going on Medicare etc.
After the meeting my wife and myself were impressed with Jorrell's professionalism and knowledge. He answered any questions we had and explained everything clearly.
Jorrell took care of transferring my 401k over from my former employer and transferring my wife's over from her former employer also.
He also made the process much easier with recommending other firms Mitlin works with regularly for help with going on Medicare (Kevin) and introducing us to an Account (Joe) for tax preparations and questions.
It's a good feeling knowing Jorrell and the rest of the Mitlin team is looking out for our future!
John & Theresa E.
Relationship to Financial Advisor: Client as of Dec 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 17, 2025
Working with Jorrell Bland and Mitlin Financial has been a great experience. Jorrell is very responsive, always follows up, and has been incredibly helpful in guiding us as we plan for our future. I would highly recommend their services
Relationship to Financial Advisor: Client as of Dec 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 6, 2025
Mitlin Financial has been a reliable partner in helping me grow and manage my finances. Larry leads a strong, knowledgeable team, and working with Jorrell Bland over the years has been consistently excellent. He’s patient, clear, and always willing to go the extra mile. I feel genuinely confident knowing my financial future is in their hands.
Relationship to Financial Advisor: Client as of Dec 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 3, 2025
Jorrell Bland at Mitlin Financial defines "going above and beyond." Never fails to reach out, to follow-up, to make you comfortable with your decision to have Jorrell take care of your financial future. A great decision to go with Mitlin.
Relationship to Financial Advisor: Client as of Dec 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 2, 2025
Mr Jorrell always provides the needed information and explains it in great detail.
Relationship to Financial Advisor: Client as of Dec 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 24, 2025
I have been with Mitlin Financial since the beginning specifically with Larry Sprung and it has been the best choice I could have made.
The entire Mitlin team is there to answer any questions I have at any time and have helped me plan my future gearing up to my retirement.
Mitlin Financial has a team / family approach which separates them from the rest of the financial institutions in my opinion.
I feel confident recommending Mitlin Financial to my family and friends! Beth
Relationship to Financial Advisor: Client as of Nov 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 24, 2025
Working with Jorrell Bland, Wealth Advisor with Mitlin Financial, has been nothing short of exceptional. From our very first conversation, it was clear that Jorrell brings a rare combination of deep financial expertise, professionalism, and genuine care for his clients’ long-term success.
Jorrell takes the time to truly understand your goals, risk tolerance, and personal circumstances. He explains strategies clearly—never overselling, never rushing—just thoughtful, tailored guidance that inspires confidence. His ability to break down complex financial topics into simple, actionable plans is remarkable.
What sets Jorrell apart most is his consistency. He follows up proactively, keeps you informed, and ensures every decision aligns with your broader financial vision. Whether it’s retirement planning, investment management, or navigating market changes, Jorrell delivers insight and clarity every step of the way.
I trust Jorrell wholeheartedly with my financial future, and I recommend him without hesitation to anyone looking for a dedicated, knowledgeable, and truly exceptional wealth advisor.
Relationship to Financial Advisor: Client as of Nov 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 23, 2025
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Relationship to Financial Advisor: Client as of Nov 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 22, 2025
Jorrell Bland has been knowledgeable, responsive and diligent in assisting us with our financial planning decisions. We are pleased with our overall experience with Mitlin Financial and Jorrell's assistance and advice. Mitlin Financial has a strong and supportive office.
Relationship to Financial Advisor: Client as of Nov 22, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 18, 2025
Larry and his team are exceptional. They’re consistently one step ahead and communicate with clarity and purpose. Their hands-on approach—whether through Zoom or in person—is refreshing in a world where technology often replaces the personal touch. I have recommended, and will continue to recommend, Mitlin Financial to anyone seeking a dedicated and highly skilled wealth advisory team.
Relationship to Financial Advisor: Client as of Nov 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 8, 2025
Larry Sprung has been my financial advisor for nearly three decades. His professional expertise, guidance and strategic financial planning have afforded me a secure and comfortable retirement. At Mitlin Financial, Larry has successfully assembled a compassionate and courteous staff (which includes Jorrell, Carmen, Josh, Christa and Denise) who are very accessible and supportive in meeting the needs of the Mitlin clients. They always make me feel like I am their most important client. I highly recommend Mitlin Financial!
Relationship to Financial Advisor: Client as of Nov 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 30, 2025
Jorrell is extremely knowledgeable and helpful. He is a pleasure to deal with and never rushes you. I feel confident with him as an advisor.
Relationship to Financial Advisor: Client as of Oct 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 30, 2025
I can’t say enough good things about Jorrell Bland and the entire team at Mitlin Financial! I’ve been working with Jorrell for about a year now, and when I first came to him, my biggest struggle was managing debt. He went above and beyond to create a clear, realistic plan that fits my goals and lifestyle. Jorrell is professional, transparent, and genuinely passionate about helping his clients succeed. It’s rare to find someone who combines deep expertise with such a personal touch. I truly couldn’t have done it without him — highly recommend!
Relationship to Financial Advisor: Client as of Oct 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 22, 2025
I recently started working with Mitlin Financial, and I couldn’t be happier with the experience so far. From the very beginning, their team has been incredibly professional, knowledgeable, and easy to communicate with. They take the time to really understand your financial goals and explain everything clearly, which makes the planning process feel straightforward and stress-free.
It’s clear they genuinely care about their clients and go above and beyond to provide thoughtful, personalized guidance. I highly recommend to anyone looking for trusted financial planning and expert advice.
Relationship to Financial Advisor: Client as of Oct 22, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 13, 2025
Couldn't be happier to have put our trust in Larry Sprung and the Mitlin Financial team to manage our finances. Larry takes the time to explain situations/options making understanding the process straightforward. Josh and Carmen are a pleasure to work with as they always go above and beyond for us, always with a smile and kind words. Highly recommend this firm that makes you feel like family.
Relationship to Financial Advisor: Client as of Jul 13, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 9, 2025
I am so grateful that Mitlin Financial was recommended to me. They have been assisting me for about 18 months. I commend Larry, Carmen, Josh and Jarrell for their expert financial guidance…they are always patient and very responsive to questions and calls. Denise works hard behind the scene. What a team! I highly recommend the staff at Mitlin Financial.
Relationship to Financial Advisor: Client as of Jun 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 4, 2025
Excellent experience with the Mitlin Financial team! I have been working with Jorrell who has been absolutely fantastic in getting me set up to achieve my financial goals. From the beginning, they gathered my financial info, linked my accounts to their online platform, met with me to review my goals and what I wanted to get out of our partnership, and developed a personalized plan for me. Jorrell is a great advisor to work with; he is enthusiastic, passionate about his role, and really took the time to ask questions and understand my personal goals. It was very easy to get my accounts moved over and managed by them, the online platform is great and I love the data/dashboards. I appreciate the 1:1 attention, it's great to be part of the Mitlin family!
Relationship to Financial Advisor: Client as of Jun 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 3, 2025
Wonderful firm. Staff is so warm and helpful. I love the way Larry updates us on reactions to the stock market fluctuation. He is always keeping us informed.
Relationship to Financial Advisor: Client as of Jun 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 18, 2025
I’ve been a client of Larry Sprung and Mitlin Financial for almost 10 years, and the experience has been nothing short of exceptional. This is a family-oriented firm that genuinely treats you like part of their extended family. Larry is proactive, thoughtful, and incredibly attentive — he always remembers what’s going on in both my financial life and my family’s life, which makes working with him feel personal and supportive.
The team is consistently informative, timely, and responsive. Whether it’s big-picture planning or day-to-day questions, I always feel like I have a trusted partner in my corner. I highly recommend Mitlin Financial to anyone looking for a long-term, relationship-based financial advisor who truly has your best interests at heart.
Relationship to Financial Advisor: Client as of May 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 7, 2025
I truly feel comfortable with my future financial plans working with the Mitlin team. You’re treated with respect and not just another client. If you’re searching for financial planning I strongly recommend giving them a call and talking to the team.
Relationship to Financial Advisor: Client as of May 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 20, 2025
I recently began working with Mitlin Financial. Jorrell is extremely knowledgeable and he takes the time to understand you and your financial goals. He is very responsive and a pleasure to work with.
Relationship to Financial Advisor: Client as of Apr 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 4, 2025
Trust is earned ,they advise you as if you are part of their family. Knowledgeable, have Foresight and tailor to your needs.
We are very please to have in trusted our financial future with Mitlin Financial.
Relationship to Financial Advisor: Client as of Apr 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 9, 2025
We consider ourselves very fortunate to work with Mitlin Financial. The whole team is great…very professional and knowledgeable. We’ve been working with Jorrell Bland who is a pleasure to deal with! He’s always ready to answer any questions you may have and is also very personable! They’ve given us great advice which we have since followed and are feeling very secure about our future!
Thank you Mitlin Financial!
Relationship to Financial Advisor: Client as of Mar 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
My husband and I recently began working with Jorrell and Mitlin Financial. We knew we needed a change from our previous advisor and took quite some time vetting other firms before partnering with Mitlin Financial. Jorrell has taken the time to get to know us and understand our current financial goals and the goals we have for the future. He and his team have worked hard putting together a financial portfolio that works for us. Along with that, Jorrell has created a financial plan for retirement that sets us both at ease. We can't express how much JOY this brings us. A great big thank you goes out to Jorrell and the entire Mitlin Financial team!
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 20, 2024
I have been working with Mitlin Financial since 2021 and they have been absolutely fantastic. I cannot recommend them enough. I work with Jorrell Bland and he is the best!
Relationship to Financial Advisor: Client as of Nov 20, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 2, 2024
Mitlin Financial has been great in helping us plan our financial goals. Larry and the team are phenomenal to work with. They are always available for a chat and ready to help. We hope to continue doing business with them in the future!
Relationship to Financial Advisor: Client as of Oct 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 2, 2024
I wanted to take a moment to express my sincere gratitude for all the hard work and dedication Jorrel Bland and his team has put in to helping plan my retirement and my husband‘s future retirement. Jorrel’s expertise, attention to detail and personalized approach has given us a peace of mind as we look towards the future. Thank you again, Jorrel for your unwavering support and for always being available to answer our questions. We feel fortunate to have you guiding us through this important phase of our lives.
Relationship to Financial Advisor: Client as of Oct 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 11, 2024
I have known Larry Sprung for over 40 years. We went to grammar and high school together. Although we lost touch for a couple of decades, I was drawn to his energetic appearances all over social media. He had developed a skill set, talent and accreditation in a field I was in need of guidance in. Kick starting our relationship on a new level was exciting for two reasons…I had a true understanding of where “he came from” and the type of person he was…and still is. Larry puts his heart into everything he does, both professionally and in his personal life. A true family man, who is eager to help others and their families achieve financial success. It has been a real JOY for me to be reconnected, but not because of the financial planning, but rather Larry and the Mitlin team are the type of folks I like to be around. Hard working honest people who strive to do what they do, the best they can, so those they serve can achieve wonderful things.
Relationship to Financial Advisor: Client as of Jul 11, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 10, 2024
"Thank you so very much" is an absolute understatement.
The gratitude and immense amount of thanks to Larry, Jorelle, Carmen, and the entire Mitlin Financial team is truly unmeasurable. The entire Mitlin teams efforts in helping us navigate through this next chapter of our lives have been nothing short of an undertaking. The confusions and fears of the unknown on our parts have always been handled with a level of understanding, patience, and kindness, which has been incredible. The Mitlin team always find their ways of making it all seem so simple and put our minds at ease with every next call, text, email, and meeting. The personal attention to every last detail (and there have been MANY) from such an Incredible Advisor and listener over the last several years (as well as the many years before now for my Parents as well) is always handled with respects, kindness and professionalism on a level unto its own. The constant help provided to us (even when we didn't know something needed our attention) put things into perspective and has prepared us for great things in the future.
Thank you, thank you, THANK YOU!
Relationship to Financial Advisor: Client as of Jul 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 2, 2024
Mitlin Financial is the best place to go for any financial advice. Larry and Jorrell are both fantastic to work with. They helped find life insurance policies for my spouse and I. They were able to help me navigate the amount of coverage needed based on my financial profile and future financial goals. They then shopped around for me and found a better premium than I ever expected!
They truly put their client’s needs first. They will give you honest advice and expect nothing in return. They just want you to be set up for everything you and your family needs.
I highly recommend using Mitlin and hope to do more business with them in the future!
Relationship to Financial Advisor: Client as of Jun 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 5, 2024
We have been working with Mitlin Financial for 8 + years. We can honestly say that Larry and his team take care of our portfolio as if we were family. Larry, Jorrell and Carmen are available whenever we need them and guide us through any questions and concerns we have. We recently retired and because of all the advice and long term planning we have done with this team, we are confident that we can relax and enjoy our retirement as they continue to help us reach our goals. It is a pleasure working with each and every one of the team and we would recommend them to everyone.
Relationship to Financial Advisor: Client as of Apr 5, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 15, 2024
Jorrell is great! He eases my anxiety so much because I know he has my family's best interest in mind. I'm pleased with the personal touch and genuine care I feel from Mitlin, and I recommend them to anyone of my friends and family.
Relationship to Financial Advisor: Client as of Feb 15, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 4, 2024
I been working with Mitlin for years now. Met Larry back in 2010 and he and his staff have been my go to for financial assistance. Larry and Jorel are great, personable and always available when I need them to guide me.
Relationship to Financial Advisor: Client as of Feb 4, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 8, 2023
Recently moved to NY from the Midwest for a new career opportunity. I partnered with Mitlin Financial a few months ago to manage my portfolio. The team, specifically Jorrell Bland, has been amazing to work with. He has been extremely helpful with organizing my portfolio and setting my family up for success moving forward. Any questions I have had he has been able to answer. I look forward to continuing working with Jorrell.
Relationship to Financial Advisor: Client as of Nov 8, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 31, 2023
I wanted to post a sincere client review of Mitlin. I scouted for over a year for a firm to help us with retirement planning and general financial advice. Most of my encounters before Mitlin were pretty dissatisfying. We were just a number, adding to a firm’s overall portfolio. But Mitlin is different. Every senior person at Mitlin has taken time with us. They listen and work on YOUR goals. No question goes unanswered. That’s the best part. No matter how big or small a client you might be. We started out very small and were able to grow with Mitlin. We got the best service from day 1. They really care and take pride in client service.
Relationship to Financial Advisor: Client as of Oct 31, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 3, 2023
No one is better!
Relationship to Financial Advisor: Client as of Oct 3, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 8, 2023
Larry and his team at Mitlin Financial have been an invaluable resource for both my business and personal financial planning needs. Larry is an absolute pleasure to work with and he truly cares about his clients.
Relationship to Financial Advisor: Client as of Feb 8, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 9, 2023
I don't have a million dollars.. but They treats me like I have a million Bucks...I have been with Mitlin Financial, INC. over 10 years... I don't refer too many people.. but when it comes to a Finance Planner with Top notch service... I only Refer Larry Sprung!
Relationship to Financial Advisor: Client as of Jan 9, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 9, 2022
I have been a client of Mitlin Financial since 2011 and would highly recommend their services. Larry and his team deliver truly professional financial planning services and put their clients ’interests first. I did not really understand the role of a fiduciary until I worked with Larry. He works with integrity and provides sound financial advice and guidance. Mitlin has assisted me with some complex financial issues, and I have been more than happy with the results. So much so that I have entrusted Larry to guide all three of my kids as they enter their careers & life in their 20s. Larry is a pleasure to deal with and I have no hesitation in recommending Mitlin’s services with complete trust.
Relationship to Financial Advisor: Client as of Dec 9, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 7, 2022
Lawrence and his team at Mitlin Financial are great to work with. The Mitlin team understands how financial markets work and move, and they provide me with advice in the context of my portfolio and goals. The lines of communication are always open and I feel very informed about my situation and the decisions I need to make. I don’t have enough time to really spend researching the right investments and Mitlin fills that gap for me. I feel very confident in my financial future thanks to Mitlin Financial.
Relationship to Financial Advisor: Client as of Nov 7, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 31, 2022
Larry is one of the best professionals out there. You work hard for your money and you would like someone who would take care of your money as if it was theirs- Larry is that guy compassionate, personable, caring and considerate. I highly recommend using Mitlin Financial as your financial advisor.
Relationship to Financial Advisor: Client as of Jul 31, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 6, 2022
I have been dealing with Larry and his company Mitlin Financial for 20+ years and consider him to be honest, trustworthy and reliable. He has advised and assisted me with my financial planning in regard to retirement planning , insurance and estate planning. I find him to be EXTREMELY knowledgeable and always has great insight and understanding in regard to what and why markets change and evaluates what direction appears best for his client’s individual needs. I would highly recommend Larry and his company Mitlin Financial for all retirement planning needs.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 5, 2022
Larry and his team are phenomenal. High level communication makes Larry stand out among a crowd. He has always made himself available to us when we had questions and responds promptly with answers. He always follows up when he says he will.
It is truly a pleasure working with Larry and looking forward to many many years with him!
Relationship to Financial Advisor: Client as of Apr 5, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 9, 2021
I have been working with Larry/Mitlin Financial for several years, and I couldn’t be happier. He and his staff are professional, responsive, and just great to work with. We speak regularly about my my financial goals and the best way to achieve them. When there are fluctuations in the market, Larry is quick to put out a calming email explaining what happened and to offer his time to discuss any concerns. I highly recommend Larry and Mitlin Financial.
Relationship to Financial Advisor: Client as of Nov 9, 2021
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 17, 2021
John and I highly suggest Lawrence Sprung as our investment group. We were introduced by an accountant we were working with over 12 years ago.
We're like family. Always there for me especially when I see the market crashing. He always assures us that he is on top of the market along with his whole team.
I haven’t heard of any other investment group that sends our emails the day of to make us aware why the market is dropping and assure us they are always working to keep thing’s positive.
I’ve referred Larry to family members and friends.
Relationship to Financial Advisor: Client as of Oct 17, 2021
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 22, 2021
Larry is one of the most supportive people I know. Although I’m sure he is busy running a family and a business, he is always available for questions and explanations. Larry and team make me feel like I’m their only client and apply their vast knowledge and experiences in a very personalized way.
I recently went through a major financial milestone and Larry was with me every step of the way – ranging from keen financial advice all the way to filling out paperwork to help me with the administration. In those situations, every little bit helps and I would not have made it through with my sanity without Larry and Mitlin Financial.
Relationship to Financial Advisor: Client as of Aug 22, 2021
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 19, 2021
For well over a decade, I’ve collaborated with Larry Sprung to help his clients whom Larry referred to me, and with clients I’ve referred to him. Larry Sprung is a knowledgeable, skilled, gifted, empathetic, and personable advisor.
I’ve witnessed the planning and advice he’s provided to his clients. I’ve always known him to provide accurate and valued advice. Of all of his clients I’ve worked with, I’ve never received anything except glowing feedback.
For clients looking for a financial advisor, I would recommend Larry Sprung without hesitation.
Relationship to Financial Advisor: Client as of Aug 19, 2021
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 24, 2008
Larry is a true professional. He is not just about selling you individual products. He has a big picture plan based on your goals and objectives and is very selective in who he works with. I have found him to be a great source of information and someone i can completely rely on. I highly recommend him to anyone who wants to ensure their future.
Relationship to Financial Advisor: Client as of Nov 24, 2008
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Answers to Common Questions About Mitlin Financial’s Approach to Financial Planning
View Disclosures
FAQs
Where is Mitlin Financial located, and who do they serve?
Mitlin is based in Hauppauge, New York, and proudly serves families across the country. Founded by Larry Sprung to honor his mom and his wife’s grandfather, the firm is rooted in family and guided by purpose.
At Mitlin Financial, families aren’t numbers, they’re people with dreams, values, and legacies. Thanks to virtual planning, Larry’s impact is nationwide. Families partner with him to lead with JOY, define what matters most, and build a plan to fund the dreams that bring their lives to life no matter where in the U.S. they call home. What did you do today that brought you joy?®
FAQ Disclosures
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
