Jeff Mitchell, CSA, IAR

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Jeff Mitchell, CSA, IAR
Independent Advisor

Jeff Mitchell is an Investment Advisor Representative, with 20 years
experience working with pre-retirees and retirees in the areas of estate preservation and retirement planning. Jeff specializes in protecting your principal and guaranteed income.

He is a member of the Million Dollar Round Table’s – Top of the Table, exclusively for the world’s most successful life insurance and financial service professionals. Jeff is committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge. As a fiduciary, Jeff is responsible to act solely with the clients’ investment goals and interests in mind, free from direct or indirect conflicts of interest. Broker-dealers, in most cases, are not held to the same standard.

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