Business & Tech
Hauppauge Financial Planning Firm Joins Nebraska Networker
Mitlin Financial, a company with $58 million in client assets under management, joined Nebraska-based Carson Group.
HAUPPAUGE, NY — Mitlin Financial, Inc., a Hauppauge-based financial planning and asset management firm, joined Nebraska's Carson Partners network, according to a Carson Group news release on Friday. Mitlin Financial manages $58 million in client assets, according to the release.
The financial planner will have access to Carson Partners resources, including a "robust infrastructure and technology system, a thorough research team and multiple investment strategies," according to the company.
Larry Sprung, founder and wealth advisor of Mitlin Financial, has nearly 25 years of experience in financial services, according to the release. His company helps clients customize their portfolios and guides them through retirement planning, investing strategies and financial planning.
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"Carson Partners was extremely attractive to us because the firm not only provides us with powerful resources to enhance the client experience but also the opportunity to maintain our brand, identity, and independence," Sprung stated via release.
Big news: We are officially a partner with @CarsonGroupLLC! We’re still the Mitlin Financial team you know and trust – now we can draw on Carson’s extensive and powerful resources to enhance your client experience. We’re excited to serve you during this new chapter! pic.twitter.com/cIWNx84IAi
— Mitlin Financial Inc™ (@MitlinFinancial) October 7, 2020
Carson Group manages more than $13 billion in assets and serves more than 34,000 families through its advisory network of 304 advisors across 36 states, including 25 Carson Wealth offices, according to the release.
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Aaron Schaben, president of Carson Group, complimented Sprung on his dedication to helping clients with "transparent and superior service."
"We anticipate a productive partnership in the years ahead and are ready to help Mitlin Financial further accelerate its growth," Schaben stated.
Mitlin Financial is located at 140 Adams Ave #12, Hauppauge.
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