Expert Financial Solutions for Your Future

At Mizell Finance, we provide comprehensive financial services tailored to help you achieve your financial goals. From investment planning to wealth management, we're here to guide your financial journey.

Start Your Financial Journey

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Years Experience

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Clients Served

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Client Satisfaction

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Financial Partners

About

About Mizell Finance

Your trusted partner in financial planning and wealth management

15+

Years of
Experience

Empowering Your Financial Future

Strategic financial planning and personalized investment solutions to help you build and protect your wealth for generations to come.

Trusted Financial Advice

Our experienced financial advisors provide personalized guidance to help you navigate complex financial decisions with confidence and clarity.

Wealth Management

Comprehensive wealth management strategies designed to grow and protect your assets while aligning with your long-term financial objectives.

Investment Planning

Strategic investment solutions tailored to your risk tolerance and financial goals, ensuring optimal returns while managing potential risks.

Services

Financial Services

Comprehensive financial solutions tailored to your unique needs and goals

Investment Management

Professional portfolio management and investment strategies designed to maximize returns while managing risk according to your financial objectives.

Retirement Planning

Comprehensive retirement strategies including 401(k) management, IRA planning, and income distribution strategies for a secure retirement.

Estate Planning

Strategic estate planning services to protect your legacy, minimize tax liabilities, and ensure your assets are distributed according to your wishes.

Business Financial Services

Corporate financial planning, business succession strategies, and executive financial services for business owners and corporate clients.

Need Personalized Financial Advice?

Our expert financial advisors are ready to help you create a customized financial plan that aligns with your goals and aspirations.

Schedule a Consultation

Process

Our Financial Planning Process

A structured approach to achieving your financial objectives

Financial Assessment

Comprehensive analysis of your current financial situation, goals, risk tolerance, and investment preferences.

Strategy Development

Creating personalized financial strategies and investment plans tailored to your specific objectives and timeline.

Implementation

Executing the financial plan with careful attention to detail, ensuring all strategies are properly implemented.

Ongoing Management

Continuous monitoring, regular reviews, and adjustments to ensure your financial plan remains aligned with your goals.

Testimonials

Client Success Stories

Hear from our satisfied clients about their financial journey with us

Mizell Finance helped me secure my retirement with a comprehensive investment strategy. Their expertise and personalized approach gave me complete confidence in my financial future.

Robert Johnson

Retired Engineer

The estate planning services at Mizell Finance were exceptional. They helped protect our family's legacy and ensured our assets would be distributed exactly as we intended.

Lisa Williams

Small Business Owner

As a young professional, I needed guidance on investment strategies. Mizell Finance created a perfect plan that aligned with my risk tolerance and long-term goals.

Emma Parker

Marketing Director

The business financial services provided by Mizell Finance helped us navigate complex corporate financial decisions and plan for successful business succession.

David Miller

CEO, Manufacturing

Their retirement planning expertise gave us the confidence to retire early. The ongoing management ensures our portfolio continues to perform optimally.

Michael Davis

Retired Teacher

Mizell Finance's investment management services have consistently outperformed our expectations. Their strategic approach has significantly grown our portfolio.

Sarah Thompson

Healthcare Professional

Team

Our Financial Experts

Meet our team of certified financial professionals dedicated to your success

Emma Rodriguez

Senior Financial Advisor

Specializing in retirement planning and investment strategies with over 15 years of experience in wealth management.

Michael Torres

Investment Director

Expert in portfolio management and strategic asset allocation with a focus on long-term wealth preservation.

Sarah Mitchell

Estate Planning Specialist

Dedicated to helping families protect their legacy through comprehensive estate and trust planning strategies.

What types of financial services does Mizell Finance offer?

We offer comprehensive financial services including investment management, retirement planning, estate planning, business financial services, wealth management, and personalized financial advisory services tailored to your specific needs and goals.

How do you determine the right investment strategy for me?

We begin with a comprehensive financial assessment to understand your goals, risk tolerance, time horizon, and financial situation. Based on this analysis, we create a personalized investment strategy that aligns with your objectives while managing risk appropriately.

What is your approach to retirement planning?

Our retirement planning process includes analyzing your current financial status, projecting future income needs, developing savings strategies, optimizing retirement accounts, creating income distribution plans, and ensuring your retirement assets are properly managed throughout your retirement years.

Do you work with business owners and corporate clients?

Yes, we provide specialized financial services for business owners including business succession planning, executive financial planning, corporate retirement plans, business valuation, and strategic financial guidance to help business owners achieve both personal and corporate financial objectives.

How often will we review my financial plan?

We conduct regular reviews of your financial plan, typically quarterly or semi-annually, depending on your needs and the complexity of your financial situation. Additionally, we're available for ad-hoc consultations whenever significant life changes or market events occur that may impact your financial strategy.