Mitchell Kahl

 
 
 
 
  
 
 Write a review 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Posted on Google  
 
 
 Jim Virgilio 
 
32 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Along with other family members, I recently moved from my past long time wealth management advisor to Blue Chip Partners.  As I approached retirement I realized the decisions necessary for my transition into and through retirement were not being met.  After interviewing with multiple advisor organizations I decided on Blue Chip Partners for my financial advisor needs.  Dan, Mitchell and Hayden walked me through all of my questions and concerns over several meetings and have outlined a detail plan for my future expenses, RMD and tax strategies.  Mitchell and Hayden are very knowledgeable advisors and very responsive to all of my questions and concerns.  The move to Blue Chip Partners was a very good decision.
  
 
 
 
 
 
 Posted on Google  
 
 
 Kat Virgilio 
 
34 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I and my family were looking for wealth management advisors that could handle the challenges of after retirement  investments, IRA’s, RMD’s, tax implications and preservation. We did a lot of looking before meeting with Blue Chip. Dan, Hayden, and Mitchell were great at explaining their strategy and technology. We had a lot of questions and concerns but they patiently made us comfortable and after several meetings we made the move. I couldn’t be happier with Hayden’s responsiveness to my questions and understanding of my goals. He’s always on top of what needs to be done and explaining why which is my greatest relief. It’s also a bonus to know I can contact both Hayden or Mitchell and either can help.
  
 
 
 
 
 
 Posted on Google  
 
 
 David Kresin 
 
124 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Mitchell was great. He had a firm grasp of what I was trying to accomplish and provided several financial outlooks that were important to us. Great communicator and prompt.
  
 
 
 
 
 
 Posted on Google  
 
 
 Michael Konkel 
 
157 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
My experience with Blue Chip Partners has been excellent and I highly recommend them to anyone who is seeking quality financial services. I couldn't ask for better advisors than Cody VanderHagen and Mitchell Kahl. They have been knowledgeable, attentive, and easy to talk to. Their guidance has helped me make confident financial decisions with a clear path to my goals.
  
 
 
 
 
 
 Posted on Google  
 
 
 Leon Sun 
 
319 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
We couldn't be happier with our decision to work with Deborah, Mitchell and Dan at Blue Chip Partners. They have provided outstanding service in every aspect: Expert Strategy: They offer incredible insight from both investment strategy and financial planning viewpoint. Proactive Management: Our portfolio is consistently well-managed, and we have full confidence in their approach. Exceptional Communication: They are always available and responsive, whether for a scheduled meeting or a quick question. Their communication is always clear and helpful. We are very pleased and confidently recommend them and Blue Chip Partners!