Investments
Mitchell Investments
Mark Mitchell
595 S Milledge Ave, Athens Georgia 30605
Telephone: 706-549-8555
Fax: 706-369-7946
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Mark Mitchell - Mitchell Investments
Mark is an Investment Advisor Representative with Transamerica Financial Advisors Inc. He has been associated with Mitchell Investment Group for over 20 years, which was established by his father Sam Mitchell. Located in Athens, Georgia on historic Milledge Avenue, we specialize in tax reduction strategies and Investment Planning through TFA.
With Furman University as his alma mater, he began the construction business fresh out of college, then decided to partner with his father in the family business. Mark is a native of Athens and has established clients across the country.
Mark excels by developing a personal relationship with his clients based on trust, friendship and a mutual respect. He meets with his clients on an individual basis to create a unique retirement or investment plan based on their personal needs. He makes recommendations on accumulating assets and college planning. However, his specialization lies in distribution of retirement income and estate planning for preserving assets and providing for heirs.
Mark takes great pride in the service and accessibility he provides to his clients, as it has become a way of life for him.
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My business, Athens Professional Septic & Drain Service, joined BNI three years ago, and it was a great decision. On my first visit I was impressed with the level of the members’ professionalism, and with their willingness to help new entrepreneurs. Since then, I have been able to establish several strong relationships with many of the members, and we frequently ask each other advice on how to run a business. One of the members even offered free business classes for several months. My business has received and I have been able to give referrals to other members over the three years. It’s great to be able to let my customers and friends know about other competent businesses in the Athens area.