The R.B. Mitchell Team
Financial Advisor
Why pick this one
The R.B. Mitchell Team has served clients since 1985 with retirement, investment, tax, and estate planning in Greensboro, NC.
Best for
- comprehensive retirement planning
- investment management aligned with risk tolerance
- tax and estate planning coordination
- families seeking multigenerational financial planning
- clients seeking financial planning regardless of age or asset size
Look elsewhere if
- checking, savings, consumer lending, or branch banking needs
- customers seeking a quoted transactional price for a single financial product
Specialties
- strategic financial planning
- retirement planning
- allocation and investment management
- tax planning
- estate planning
- risk-appropriate investment strategies
Certifications
- LPL Financial affiliation
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)
- Chartered Kingdom Advisor (CKA)
- Financial Paraplanner Qualified Professional (FPQP)
What makes them different
- Serves clients of any age or asset size, including children and grandchildren
- Provides strategic financial, retirement, investment, tax, and estate planning
- Team includes a CPA, CFP, CKA, and FPQP-designated professionals
- Affiliated with LPL Financial, which the site describes as supporting independent financial advice
- Publishes client letters with economic and financial updates
- Years in business
- 41
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 7029 Albert Pick Rd Ste 203, Greensboro, NC 27409
- Phone
- 3363831204
- Website
- http://www.rbmitchellteam.lpl.com/
- rbmitchellteam@lplfinancial.com
Services
- financial planning
- investment management
- retirement planning
- tax planning
- estate planning
- portfolio management