Embrace the Journey to Financial Freedom with an Experienced Partner
With a proven track record of dependability and integrity, our team is committed to guiding you through your financial journey, providing the knowledge and support you need for lasting stability. Our tailored financial solutions are designed to meet the unique needs of you and your family. Let us be your trusted guide as we work together to enhance your financial future.
Plan for a secure future with our comprehensive retirement solutions.
Maximize your tax savings and ensure compliance with our expert tax services.
Preserve and distribute your assets efficiently through our strategic estate planning.
Navigate the complexities of running a business with our specialized financial guidance.
Protect what matters most with our customized insurance solutions for individuals and businesses.
Achieve your financial goals through personalized strategies designed by our experienced planners.
Owner, Investment Advisor Representative
Partner and Investment Advisor Representative
CERTIFIED FINANCIAL PLANNER™
We offer personalized financial services to self-employed individuals, enabling them to navigate intricate tax procedures and maximize their financial planning.
As trusted advisors to business owners, we offer comprehensive guidance on managing cash flow, optimizing profitability, and planning for succession.
For pre-retirees and retirees, we specialize in creating retirement income strategies, managing investments, and ensuring long-term financial security.
We cater to medical professionals by offering tailored retirement plans and expert guidance during their transition from W-2 earners to 1099, optimizing tax benefits as they enter a stage of higher income.
"Dolores has been my financial advisor and a good friend for over 20 years. She is kind, hardworking and very knowledgeable. Thanks to her guidance I am in very good shape financially and in my estate planning. Both Dolores and Peter make a great team. I have and will continue to recommend them highly."
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
"I’d like to thank A&M Financial, Dolores Mitchell and Peter Craig, for their services and support throughout the past 6 years of managing my portfolio. Their passion & knowledge of the market and different products to help maximize my financial portfolio has surpassed my expectations."
"I feel at ease knowing that they have my best interest in mind and meet with me periodically to go over year end strategies during the year with the ups and downs of the market. I’m grateful for our relationship, their advice and strategies for my future retirement!"
"Both my husband and I have been a client of Dolores Mitchell for many years. Dolores has always demonstrated her knowledgeable talents with our investments making good choices. After my husband passed away, she helped me obtain money from my investments to support my expenses. Dolores is my "lifesaver"."
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