Jennifer Mitchell, CWS
Jennifer Mitchell, CWS
1777 Botelho Drive Suite 105, Suite 105
Walnut Creek
California
94596
United States
Tel: (925) 448-2267
Website: www.jennifermitchellcws.com/
Business type:
Jennifer has been providing personal wealth management solutions to high-net worth clients since 1993. She works as an advocate for clients to develop, manage, and execute a tailored financial plan while educating each client along the way. She works with individuals and small business owners either planning for or living in retirement that are looking for their 401(k), 403(b), TSA’s and IRA’s to support their lifestyle. Jennifer develops a deep working relationship with clients and their tax and legal advisors to provide a financial plan encompassing current and future goals as well as the opportunity for wealth transfer.
Opening Times
Monday
09:00am - 06:00pmTuesday
09:00am - 06:00pmWednesday
09:00am - 06:00pmThursday
09:00am - 06:00pmFriday
09:00am - 06:00pmSaturday
ClosedSunday
ClosedMap location Select here to view map
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