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Mitch Maurer, CFP®, ChFC, CLU

Mitch Maurer, CFP®, ChFC, CLU

Financial Consultant, Retirement Planning Specialist

Bellevue, WA

Mobile Phone: (206) 956-6256

Website: https://www.MitchellVMaurer.com

When your life savings is at stake, you need guidance you can trust. You need a financial professional who understands the many complex issues that affect your financial life. You need a relationship with a professional that promises to put your interests first, a professional with proven experience and the right credentials and expertise.

My name is Mitchell V. Maurer and I can give you the comfort that comes with knowing you have planned prudently for your future. Your investments will be appropriate for you. Your loved ones will be protected. You can plan your estate such that you, not the government, control the distribution of your assets, while minimizing estate taxes.

Get your plan done right the first time, or correct mistakes while you still have time. Get a financial professional who can continue to guide you as your life gets more complicated. If this is your goal, please contact me.

Specialties

  • Financial Planning
  • Estate Planning Strategies
  • Retirement Planning
  • Wealth Management
  • Risk Management and Insurance
  • Business Succession Planning
  • Tax Advantaged Investments

 

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

California Insurance License #: 0C23592

Arkansas Insurance License #: 681294


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.