• Title

  • MJT & Associates, LLC

    750 Boone Avenue North
    Golden Valley, MN 55427
    (952) 938-3476
    (612) 677-3539 (fax)
    • About

      We assist our clients in determining what their financial goals and objectives are by creating buckets of assets to help achieve goals and objectives, establishing safeguards and documentation for protection of their love ones, regularly examining asset allocation to help maximize growth of their assets, and securing the appropriate distributions for their retirement income. We take the time necessary and listen to our clients' concerns. We establish and review a plan to pursue individualized goals, and continuously monitor and adjust to help ensure ongoing progress and growth. The majority of our clients are entrepreneurs, professional couples, and single women. Our clients tend to have a minimum investable asset portfolio of $150,000, a household income of $200,000+, and an overall net worth of $400,000+. Mitchell works closely with clients to address their financial concerns and help them achieve their financial goals, and to regularly review investment selections for their conti

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    • TwinWest Chamber of Commerce
      10700 Old County Road 15, Suite 170
      Plymouth, MN 55441

      Telephone: (763) 450-2220  | Fax: (763) 450-2221 | Email: info@twinwest.com | Click here for directions