Reviews for Larry Sprung, CFP®

22 Certified Advisor Reviews™

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 9, 2025
We consider ourselves very fortunate to work with Mitlin Financial. The whole team is great…very professional and knowledgeable. We’ve been working with Jorrell Bland who is a pleasure to deal with! He’s always ready to answer any questions you may have and is also very personable! They’ve given us great advice which we have since followed and are feeling very secure about our future! Thank you Mitlin Financial!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for CAROLE FRIED
CAROLE FRIED

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
My husband and I recently began working with Jorrell and Mitlin Financial. We knew we needed a change from our previous advisor and took quite some time vetting other firms before partnering with Mitlin Financial. Jorrell has taken the time to get to know us and understand our current financial goals and the goals we have for the future. He and his team have worked hard putting together a financial portfolio that works for us. Along with that, Jorrell has created a financial plan for retirement that sets us both at ease. We can't express how much JOY this brings us. A great big thank you goes out to Jorrell and the entire Mitlin Financial team!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for J. F.
J. F.

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 20, 2024
I have been working with Mitlin Financial since 2021 and they have been absolutely fantastic. I cannot recommend them enough. I work with Jorrell Bland and he is the best!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Frances Illa
Frances Illa

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 2, 2024
Mitlin Financial has been great in helping us plan our financial goals. Larry and the team are phenomenal to work with. They are always available for a chat and ready to help. We hope to continue doing business with them in the future!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Pierina Hegedus
Pierina Hegedus

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 2, 2024
I wanted to take a moment to express my sincere gratitude for all the hard work and dedication Jorrel Bland and his team has put in to helping plan my retirement and my husband‘s future retirement. Jorrel’s expertise, attention to detail and personalized approach has given us a peace of mind as we look towards the future. Thank you again, Jorrel for your unwavering support and for always being available to answer our questions. We feel fortunate to have you guiding us through this important phase of our lives.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Patty Quigley
Patty Quigley

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 11, 2024
I have known Larry Sprung for over 40 years. We went to grammar and high school together. Although we lost touch for a couple of decades, I was drawn to his energetic appearances all over social media. He had developed a skill set, talent and accreditation in a field I was in need of guidance in. Kick starting our relationship on a new level was exciting for two reasons…I had a true understanding of where “he came from” and the type of person he was…and still is. Larry puts his heart into everything he does, both professionally and in his personal life. A true family man, who is eager to help others and their families achieve financial success. It has been a real JOY for me to be reconnected, but not because of the financial planning, but rather Larry and the Mitlin team are the type of folks I like to be around. Hard working honest people who strive to do what they do, the best they can, so those they serve can achieve wonderful things.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dave Binder
Dave Binder

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 10, 2024
"Thank you so very much" is an absolute understatement. The gratitude and immense amount of thanks to Larry, Jorelle, Carmen, and the entire Mitlin Financial team is truly unmeasurable. The entire Mitlin teams efforts in helping us navigate through this next chapter of our lives have been nothing short of an undertaking. The confusions and fears of the unknown on our parts have always been handled with a level of understanding, patience, and kindness, which has been incredible. The Mitlin team always find their ways of making it all seem so simple and put our minds at ease with every next call, text, email, and meeting. The personal attention to every last detail (and there have been MANY) from such an Incredible Advisor and listener over the last several years (as well as the many years before now for my Parents as well) is always handled with respects, kindness and professionalism on a level unto its own. The constant help provided to us (even when we didn't know something needed our attention) put things into perspective and has prepared us for great things in the future. Thank you, thank you, THANK YOU!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for M KB
M KB

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 2, 2024
Mitlin Financial is the best place to go for any financial advice. Larry and Jorrell are both fantastic to work with. They helped find life insurance policies for my spouse and I. They were able to help me navigate the amount of coverage needed based on my financial profile and future financial goals. They then shopped around for me and found a better premium than I ever expected! They truly put their client’s needs first. They will give you honest advice and expect nothing in return. They just want you to be set up for everything you and your family needs. I highly recommend using Mitlin and hope to do more business with them in the future!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jason G
Jason G

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 5, 2024
We have been working with Mitlin Financial for 8 + years. We can honestly say that Larry and his team take care of our portfolio as if we were family. Larry, Jorrell and Carmen are available whenever we need them and guide us through any questions and concerns we have. We recently retired and because of all the advice and long term planning we have done with this team, we are confident that we can relax and enjoy our retirement as they continue to help us reach our goals. It is a pleasure working with each and every one of the team and we would recommend them to everyone.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Marianne H.
Marianne H.

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 8, 2023
Recently moved to NY from the Midwest for a new career opportunity. I partnered with Mitlin Financial a few months ago to manage my portfolio. The team, specifically Jorrell Bland, has been amazing to work with. He has been extremely helpful with organizing my portfolio and setting my family up for success moving forward. Any questions I have had he has been able to answer. I look forward to continuing working with Jorrell.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jason A.
Jason A.

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 31, 2023
I wanted to post a sincere client review of Mitlin. I scouted for over a year for a firm to help us with retirement planning and general financial advice. Most of my encounters before Mitlin were pretty dissatisfying. We were just a number, adding to a firm’s overall portfolio. But Mitlin is different. Every senior person at Mitlin has taken time with us. They listen and work on YOUR goals. No question goes unanswered. That’s the best part. No matter how big or small a client you might be. We started out very small and were able to grow with Mitlin. We got the best service from day 1. They really care and take pride in client service.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Aaron B.
Aaron B.

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 9, 2022
I have been a client of Mitlin Financial since 2011 and would highly recommend their services. Larry and his team deliver truly professional financial planning services and put their clients ’interests first. I did not really understand the role of a fiduciary until I worked with Larry. He works with integrity and provides sound financial advice and guidance. Mitlin has assisted me with some complex financial issues, and I have been more than happy with the results. So much so that I have entrusted Larry to guide all three of my kids as they enter their careers & life in their 20s. Larry is a pleasure to deal with and I have no hesitation in recommending Mitlin’s services with complete trust.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for John C.
John C.

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 7, 2022
Lawrence and his team at Mitlin Financial are great to work with. The Mitlin team understands how financial markets work and move, and they provide me with advice in the context of my portfolio and goals. The lines of communication are always open and I feel very informed about my situation and the decisions I need to make. I don’t have enough time to really spend researching the right investments and Mitlin fills that gap for me. I feel very confident in my financial future thanks to Mitlin Financial.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Barry M.
Barry M.

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 23, 2022
Lawrence is such a wealth of information, compassion and ingenuity. Whatever time is spent with him is one that is precious and reaps rewards months and years later. I am honored to have received Lawrence’s wisdom and insights; his shares have had a direct impact on my revenue, as well as my ability to create ever lasting impact in the fight of preventing anxiety and other mental health challenges in our children. Thank you Lawrence for your wisdom, compassion and devotion to allowing others to transcend. Appreciate you so much.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Amy G.
Amy G.

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 31, 2022
Larry is one of the best professionals out there. You work hard for your money and you would like someone who would take care of your money as if it was theirs- Larry is that guy compassionate, personable, caring and considerate. I highly recommend using Mitlin Financial as your financial advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Shai M.
Shai M.

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 6, 2022
I have been dealing with Larry and his company Mitlin Financial for 20+ years and consider him to be honest, trustworthy and reliable. He has advised and assisted me with my financial planning in regard to retirement planning , insurance and estate planning. I find him to be EXTREMELY knowledgeable and always has great insight and understanding in regard to what and why markets change and evaluates what direction appears best for his client’s individual needs. I would highly recommend Larry and his company Mitlin Financial for all retirement planning needs.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Fern T.
Fern T.

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 5, 2022
Larry and his team are phenomenal. High level communication makes Larry stand out among a crowd. He has always made himself available to us when we had questions and responds promptly with answers. He always follows up when he says he will. It is truly a pleasure working with Larry and looking forward to many many years with him!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Michele A.
Michele A.

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 9, 2021
I have been working with Larry/Mitlin Financial for several years, and I couldn’t be happier. He and his staff are professional, responsive, and just great to work with. We speak regularly about my my financial goals and the best way to achieve them. When there are fluctuations in the market, Larry is quick to put out a calming email explaining what happened and to offer his time to discuss any concerns. I highly recommend Larry and Mitlin Financial.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Wendy M.
Wendy M.

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 17, 2021
John and I highly suggest Lawrence Sprung as our investment group. We were introduced by an accountant we were working with over 12 years ago. We're like family. Always there for me especially when I see the market crashing. He always assures us that he is on top of the market along with his whole team. I haven’t heard of any other investment group that sends our emails the day of to make us aware why the market is dropping and assure us they are always working to keep thing’s positive. I’ve referred Larry to family members and friends.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Janet D.
Janet D.

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 22, 2021
Larry is one of the most supportive people I know. Although I’m sure he is busy running a family and a business, he is always available for questions and explanations. Larry and team make me feel like I’m their only client and apply their vast knowledge and experiences in a very personalized way. I recently went through a major financial milestone and Larry was with me every step of the way – ranging from keen financial advice all the way to filling out paperwork to help me with the administration. In those situations, every little bit helps and I would not have made it through with my sanity without Larry and Mitlin Financial.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Justine M.
Justine M.

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 19, 2021
For well over a decade, I’ve collaborated with Larry Sprung to help his clients whom Larry referred to me, and with clients I’ve referred to him. Larry Sprung is a knowledgeable, skilled, gifted, empathetic, and personable advisor. I’ve witnessed the planning and advice he’s provided to his clients. I’ve always known him to provide accurate and valued advice. Of all of his clients I’ve worked with, I’ve never received anything except glowing feedback. For clients looking for a financial advisor, I would recommend Larry Sprung without hesitation.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Warren G.
Warren G.

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 24, 2008
Larry is a true professional. He is not just about selling you individual products. He has a big picture plan based on your goals and objectives and is very selective in who he works with. I have found him to be a great source of information and someone i can completely rely on. I highly recommend him to anyone who wants to ensure their future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Chris C.
Chris C.