CONNECT

Address:

Amy Schlager
Don O'Donnell, CLU

Phone:

Amy: (503) 243-4301,Don: (206) 728-2400

Mitch Maurer, CFP®,  JD, CPA, CLU, ChFC

Mitch Maurer, CFP®, JD, CPA, CLU, ChFC

CERTIFIED FINANCIAL PLANNER™ professional

Retirement Planning Specialist

At Retirement Group

When your life savings are 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 so you, not the government, control the distribution of your assets while potentially 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

CFP®, CERTIFIED FINANCIAL PLANNER™ professional, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 

California Insurance License #: 0C23592


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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.

Phone 206-956-6256
Fax 206-956-6202
LinkedIn
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck