Our Mission, Your Success...
Mitchell and Hastings Financial Services, an independent financial planning and investment firm, has served the needs of individuals and businesses in Ocean City, Maryland, and Delmarva Peninsula for over 35 years. We believe that all individuals and businesses should have access to competent and affordable advice, where the interests of the client are ALWAYS the first priority.
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 purpose is for each individual and business to find financial security.
We feel service to our clients is the most important element of our business. Excellent service sets the stage for a successful long-term relationship.
Strict honesty and integrity are a "given" in our business. We want our clients to know that what we say is always true and never misleading.
As a truly independent firm, Mitchell and Hastings' approach is one of "relationship planning," instead of a "sales-driven" approach, that may not be available at larger firms. We do not have quotas or particular investments that we must use for clients.
We never take the client's trust in us for granted. We respect and value each client relationship, always striving to put client needs above our own.
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 work with "pre" and "post" individuals and families for retirement and wealth planning issues, always with an eye toward continuing financial stability for the client. Our firm's experienced, seasoned "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, 401(k) plans, 403(b) plans, 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.