James A Mitchell, Jr, Certified Financial Services, LLC

James A Mitchell, Jr, Certified Financial Services, LLC I utilize advanced financial strategies to help families and business owners organize, protect, grow, & preserve wealth. CA Insurance License Number - 0H97907.

Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Certified Financial Services is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financi

al representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
/COMPLIANCE:2023-1516/

GradFin will be hosting a webinar on February 24 at 6 pm discussing college planning and student loans. We are asking o...
02/22/2022

GradFin will be hosting a webinar on February 24 at 6 pm discussing college planning and student loans. We are asking our clients and others we think would benefit from this information to attend and spread the news about it. Attached is a flyer with all the details.

The registration link is below:

gradfin.com/cfs

Concerns related to the new coronavirus variant appeared to be on the backburner during a Monday rebound from last Frida...
12/08/2021

Concerns related to the new coronavirus variant appeared to be on the backburner during a Monday rebound from last Friday's loss, but selling pressure returned to the market as the week went on, driving the S&P 500 past its 50-day moving average (4544.74) while the Nasdaq also fell below its 50-day moving average (15276.38), reaching its lowest level since late October

www.parkavenuesecurities.com

Small businesses are particularly sensitive to changing market conditions, such as a slowing (or rising) economy. And th...
11/29/2021

Small businesses are particularly sensitive to changing market conditions, such as a slowing (or rising) economy. And they can be disrupted by personnel or culture changes that a large organization would absorb. Here are some ways to protect your small business from shifts in the weather. For example, a continuity plan is essential for a small business, yet many owners procrastinate in creating one.

livingconfidently.com

Avoiding financial misconceptions is crucial for protecting yourself, your assets and your loved ones, for setting reali...
11/29/2021

Avoiding financial misconceptions is crucial for protecting yourself, your assets and your loved ones, for setting realistic retirement expectations and for managing financial risk.

livingconfidently.com

Before the variant news on Friday, the market was experiencing a rotation into value stocks from growth stocks amid grow...
11/29/2021

Before the variant news on Friday, the market was experiencing a rotation into value stocks from growth stocks amid growing expectations for the Fed to be more aggressive in tightening policy

www.parkavenuesecurities.com

The Stock Market's Five-Week Winning Streak Was Put To An End This Week, As Well As The S&P 500'S Eight-Session Winning ...
11/16/2021

The Stock Market's Five-Week Winning Streak Was Put To An End This Week, As Well As The S&P 500'S Eight-Session Winning Streak And The Nasdaq Composite's 11-Session Winning Streak. The S&P 500 Index is a market index generally considered representative of the stock market as a whole

www.parkavenuesecurities.com

Annuities can be a valuable financial instrument and help provide retirement income. View this infographic to learn more...
11/03/2021

Annuities can be a valuable financial instrument and help provide retirement income. View this infographic to learn more.

livingconfidently.com

Did you know that there can be sources of guaranteed income as part of your retirement plan? Read about the different ty...
11/01/2021

Did you know that there can be sources of guaranteed income as part of your retirement plan? Read about the different types.

livingconfidently.com

Writing down your retirement goals can help you think ahead. Use this worksheet to determine if your sources of income ...
10/29/2021

Writing down your retirement goals can help you think ahead. Use this worksheet to determine if your sources of income will be enough to potentially help you live comfortably during retirement, or recognize any gaps.

livingconfidently.com

The topic of health care is important. Pre-retirees increasingly cite the cost of health care as their top financial con...
10/28/2021

The topic of health care is important. Pre-retirees increasingly cite the cost of health care as their top financial concern for retirement. Read this article to learn more.

livingconfidently.com

Have you ever considered an early retirement? Read this article to see how you can help set yourself up to retire early.
10/27/2021

Have you ever considered an early retirement? Read this article to see how you can help set yourself up to retire early.

livingconfidently.com

S&P 500 Index is a market index generally considered representative of the stock market as a whole
10/27/2021

S&P 500 Index is a market index generally considered representative of the stock market as a whole

www.parkavenuesecurities.com

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197 Scott Swamp Road
Farmington, CT
06032

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