9927 Stephen Decatur Hwy
Ocean City, MD 21842
Cash, Check, Visa, Master Card, American Express
Monday through Friday 9 am to 4 pm
We have carefully built our practice on a foundation of service, integrity, independence, and trust, serving clients of all financial and income levels. Our main goal and priority is for each individual and business to find financial security, regardless of the situation. Our experience in the financial services industry means that we handle all levels of service, from the simplest IRA or mutual fund investment to the most complicated retirement funds transfers with assurance. We have worked with many pre and post individuals in retirement planning and wealth planning issues, always with an eye toward continuing financial stability for the client. Our organizations team approach, and over 75 years of combined experience in the financial services industry, means that we are well-versed in the complicated issues associated with Roth IRAs, 401ks, 403bs, 457 plans, as well as other company retirement plans. Mitchell and Hastings handles over 30 retirement plans of different complexity on the DelMarVa peninsula. A significant area of our practice is with high net worth individuals, coordinating with attorneys and CPAs, to help maximize financial, investment, tax, and estate planning.