Choosing the Right Investment Advisor

With offices in Athens, Georgia, on historic Milledge Avenue, Mitchell Investment Group has been a trusted resource for investors since 1990. With a track record spanning over a quarter of a century, Mitchell Investment Group has established a solid reputation of helping clients plan and achieve their financial goals.
 
Whether clients are seeking advice and assistance with retirement planning, wealth management, risk management, asset allocation or estate planning, the advisors at Mitchell Investment Group – with Cambridge Investment Research, Inc. acting as their broker-dealer – provide outstanding customer service and personalized and objective financial advice.

As an independent firm, Mitchell Investment Group is not selling a series of products, but instead is free to provide clients with advice and investment opportunities that will best benefit them.
 
We can help clients with mutual funds and variable annuities, IRAs to include traditional, simple, Roth and self-directed IRAs; simplified employee pension accounts (SEPs); wrap accounts and managed accounts, college savings accounts (529 plans); term, universal and variable life insurance; long-term health care insurance; real estate investment trusts; oil and gas investments TFA I-Shares, stocks, bonds and minibonds. The advisors also provide clients with portfolio reviews to ensure the rate of return (ROR) or return on investment (ROI) goals are being met.

 


Notice

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

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC - (http://www.finra.org/ and http://sipc.org/ ). Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser by Mark H. Mitchell and Rex Bradberry, Investment Adviser Representative. Mitchell Investment Group and Cambridge are not affiliated. The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact.

We cannot accept trade orders through email. Important letters, email, or fax messages should be confirmed by calling our office. This email service may not be monitored every day, or after normal business hours.

Mark holds FINRA State Licenses in the following states:  Al, AR, CA, CO, FL, GA, IA, KY, LA, MA, MI, MS, NC, NM, OH, OK, PA, SC, TN, TX, VA, WI.
Rex is currently licensed with a series 6, 63 and 65 securities license. He holds FINRA State Licenses in the following states:  AL, FL, GA, LA, MD, NC, NM, OH, PA, SC, TX, VA.
Chris holds FINRA State Licenses in the following states:  AL, FL, GA, MS, TN, TX.
Blake holds FINRA State Licenses in the following states:  AL, CA, FL, GA, HI, LA, MN, MS, NC, OH.

CONTACT INFORMATION

706.549.8555
706.546.0183
FAX 866.275.4500
mark@mitchellinvestmentgroup.net 

 

OFFICE LOCATION

595 South Milledge Ave
Athens, Georgia 30605
click here for map
 

 

SERVICES WE PROVIDE

  • ›   Retirement & Estate Planning
  • ›   401k Rollovers
  • ›   Life Insurance
  • ›   Investment Planning
  • ›   Mutual Fund Management
  • ›   Insurance & Tax Planning