Mitchell Nelson has more than 19 years’ experience in helping individuals, self-proprietors, company owners, companies and charitable organizations to plan for and pursue their financial goals. At Rockdale, Mitch offers a wide range of products and services including tax management, investment management, retirement strategies, estate and trust conservation, insurance and annuity products, Medicare insurance planning and college financial planning. Mitch is currently licensed in the Tri-State Area as well as Florida, Maryland, North Carolina, Pennsylvania, South Carolina and Texas.
Mitch strives to provide clear, easily understood explanations of financial products and services. The personalized analysis Mitch provides is a road-map towards a more secure financial future.