George P. Mitchell Jr.

George P. Mitchell Jr. is a dedicated financial advisor with over 30 years of experience helping individuals and businesses achieve their financial goals. He works closely with his clients, creating comprehensive financial plans that encompass investments, insurance, estate planning, and retirement strategies. George takes pride in monitoring his clients’ progress and ensuring they stay on track to meet their long-term objectives.

George’s career in finance has been extensive. He has held positions at major firms including Metropolitan Life, Mutual of New York, Royal Alliance Investments, and JP Morgan Chase. He has also served as a General Agent for North Atlantic Life Insurance Company and Franklin Life Insurance Company, and as a Financial Advisor for Peoples United Bank, First Niagara Bank, and The Windmill Group.

He began his academic journey at St. Helena High School in the Bronx, New York, and continued his studies at Bronx Community College. George has earned numerous licenses and certifications to stay abreast of the always changing financial landscape. He holds the Series 7, 63, and 65 securities licenses, and has obtained the CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation from Adelphi University.

A single father, Mitchell finds joy in his personal life with his two grown children, George Patrick III and Anne-Mary, and his three grandchildren. When away from the office, he enjoys listening to music and playing the drums, a passion that brings him balance and relaxation.

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in CT

Check the background of this investment professional on FINRA’s BrokerCheck.