Mitchell Wealth Management Group

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

514 S Stratford Rd Ste 305, Winston Sale...

Phone Number

(336) 774-6535

Revenue

$5.3 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Mitchell Wealth Management Group

Mitchell Wealth Management is a comprehensive financial consulting firm based in Winston-Salem, NC, specializing in financial planning, retirement income strategies, and estate management. The firm caters to individuals and businesses, particularly those with $500,000 or more in retirement assets, offering tailored investment and insurance solutions. With over 25 years of experience, they prioritize client loyalty and independence, collaborating with leading brokerage firms and insurance providers. Their services include retirement planning, tax management, education savings, and employee benefits.Explore more
Mitchell Wealth Management Group's Social MediaPopular SearchesMitchell Wealth Management Group LLCMitchell Wealth Management GroupMitchell Wealth ManagementMitchell Prime PropertiesMitchell Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Mitchell Wealth Management Group Org Chart

PhoneEmail
KL
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Office Coordinator

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JD
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Financial Service Specialist & Intern

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MM
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Representative

PhoneEmail
JW
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Senior Client Service Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mitchell Wealth Managemen...

$5.3M
11-50
Private
-
2002
KL
Kathy LawrenceOffice Coordinator
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1992
PH
Phillip HammondManager, Marketing Communications
<$5M
1-10
Private
-
2007
Kyle Williams, President at Summit Investment Group
Kyle WilliamsPresident
<$5M
1-10
Private
-
2012
JB
J. BathurstCo-Founder & Chief Technology Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Mitchell Wealth Management Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Mitchell Wealth Management Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Mitchell Wealth Management Group.

Mitchell Wealth Management Group Tech Stack

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Mitchell Wealth Management Group News & Media

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Frequently Asked Questions Regarding Mitchell Wealth Management Group

What is Mitchell Wealth Management Group's official website?
Mitchell Wealth Management Group's official website is www.mitchellwealthmanagement.com
What is Mitchell Wealth Management Group's Revenue?
Mitchell Wealth Management Group's revenue is $5.3 Million
What is Mitchell Wealth Management Group's SIC code?
Mitchell Wealth Management Group's SIC: 62,628
What is Mitchell Wealth Management Group's NAICS code?
Mitchell Wealth Management Group's NAICS: 52,523
How many employees does Mitchell Wealth Management Group have?
Mitchell Wealth Management Group has 11-50 employees
What industry does Mitchell Wealth Management Group belong to?
Mitchell Wealth Management Group is in the industry of: Finance, Insurance, Securities Trading
What is Mitchell Wealth Management Group competition?
Mitchell Wealth Management Group top competitors include: Murphy Wealth Management, Copper Canyon Wealth Management, JLB Wealth Management Group, Legacy One Financial
What technology does Mitchell Wealth Management Group use?
Some of the popular technologies that Mitchell Wealth Management Group uses are: Cloudflare Website Optimization, Datadog, Google Font API, Google Tag Manager
How do I contact Mitchell Wealth Management Group?
Mitchell Wealth Management Group contact info: Phone number: (336) 774-6535 Website: www.mitchellwealthmanagement.com
What does Mitchell Wealth Management Group do?

Mitchell Wealth Management is a comprehensive financial consulting firm based in Winston-Salem, NC, specializing in financial planning, retirement income strategies, and estate management. The firm caters to individuals and businesses, particularly those with $500,000 or more in retirement assets, offering tailored investment and insurance solution... s. With over 25 years of experience, they prioritize client loyalty and independence, collaborating with leading brokerage firms and insurance providers. Their services include retirement planning, tax management, education savings, and employee benefits.Read More

What are Mitchell Wealth Management Group social media links?
Mitchell Wealth Management Group Linkedin page
Is Mitchell Wealth Management Group a public company?
Mitchell Wealth Management Group is private company therefore does not currently have an official ticker symbol
See more information about Mitchell Wealth Management Group

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