Trevor Mitchell 2 Plan Wealth Management
Trevor Mitchell 2 Plan Wealth Management is a company that specializes in financial services. They offer a range of services including Certified Public Accountants, Financial Planners, Investment Banks, Mortgage Brokers, Private Equity Firms, and Private Sector Banks. Their team of experts is dedicated to providing their clients with the best financial advice and solutions. With their extensive knowledge and experience in the industry, Trevor Mitchell 2 Plan Wealth Management is committed to helping their clients achieve their financial goals.
Introduction to Trevor Mitchell 2 Plan Wealth Management
Trevor Mitchell 2 Plan Wealth Management is a financial services company that specializes in offering services like financial planning, investment banking, mortgage brokering, and private equity management. The company was founded by Trevor Mitchell and has been in business for over a decade. What makes this company unique is its team of experienced and certified public accountants and financial planners who offer customized solutions to meet the unique needs of each client.Services & products
Trevor Mitchell 2 Plan Wealth Management offers a wide range of financial services and products to its clients. These include financial planning, investment banking services, private equity management, and mortgage brokering. The company also offers customized solutions to meet the unique needs of each client.Location
Trevor Mitchell 2 Plan Wealth Management is located in the heart of downtown, in a bustling business district. The area is home to several other financial services companies, as well as private sector banks. Clients can expect to find a range of dining and entertainment options in the area. The company is also easily accessible by public transportation, with the nearest subway station located just a few blocks away.Benefits
Customers should choose Trevor Mitchell 2 Plan Wealth Management over other companies in the same industry because of the company's team of experienced and certified public accountants and financial planners. The company offers customized solutions to meet the unique needs of each client, ensuring that they receive the best possible service.Good to know
Clients should be aware that Trevor Mitchell 2 Plan Wealth Management is a fee-based financial services company. This means that the company charges its clients a fee for the services it provides, rather than earning commissions on the products it sells.Reviews
Customer reviews of Trevor Mitchell 2 Plan Wealth Management have been overwhelmingly positive. Clients praise the company's team of experienced and knowledgeable financial planners, as well as its customized solutions and excellent customer service.Amenities
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financial planning -
investment advice
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retirement planning
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wealth management
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tax services
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portfolio management
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free consultation
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tax planning
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credit counseling
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investment management
FAQ
What are your qualifications and credentials as a Certified Public Accountant?
As a CPA, we have completed the required education and passed the necessary exams to obtain our certification. We also stay up to date on the latest tax laws and regulations through continuing education courses.What specific services do you offer as a CPA and how can they benefit my financial situation?
As a CPA, we offer a range of services such as tax preparation, financial planning, and audit and assurance services. These services can benefit your financial situation by helping to minimize taxes, optimize investments, and ensure compliance with regulations.What measures do you have in place to protect customer information and prevent fraud?
We take the security of our clients' information very seriously. We have implemented measures such as encryption, firewalls, and access controls to protect against unauthorized access and data breaches. We also regularly monitor for suspicious activity and have procedures in place for reporting and responding to potential fraud.Do you offer online banking services and how secure are they?
We do not offer online banking services, as we are not a bank. However, we do offer financial planning and investment management services through secure online portals. These portals use strong encryption and other security measures to protect client information and transactions.What is your fee structure for investment services?
Our fee structure for investment services varies based on the specific services and level of support needed. We typically charge a percentage of assets under management, which can range from 0.25% to 1.5% per year. We are transparent about our fees and always disclose them upfront to clients.Reviews
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Will Darbey
Trevor has been instrumental in helping us pick the right mortgage for us. He has been very helpful, quick to respond and has worked really hard to meet our requirements. Couldn't recommend him highly enough.
18-06-2021
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William Devos
I strongly recommend working with Trevor. It's clear he operates with integrity and only recommends products that meet your needs rather than push whatever earns the most commission as some financial advisors sometimes do. He took the time to understand my unique needs, did (some pretty thorough) research, and looked to get to know me as an individual which I really valued. I look forward with continuing to work with him in the future!
18-06-2021
