The Monolith Money Show
- Home
- United States
- Granite Bay, CA
- The Monolith Money Show
Listen as Jeff Mitchell uses his 20+ years of financial experience to help you determine what decisions could be right for your retirement.
Address
6806 Fallsbrook Court Ste 1
Granite Bay, CA
95746
Alerts
Be the first to know and let us send you an email when The Monolith Money Show posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.
Shortcuts
Share
Category
Our Story
Jeff Mitchell is the CEO and founder of Monolith Financial Group. He has over 25 years’ experience in the insurance and annuity industry.
While working as a captive agent earlier in his career, Jeff found that he could only offer his clients the products that the insurance company provided instead of what they really needed to help reach their financial goals. In 2006, Jeff started Monolith Financial Group to offer clients a wide variety of products without the limitations of any one company.
Jeff holds his Series 65 license as well as life insurance licenses (#0777322) in California and Nevada. He is also an investment advisor representative (CRD# 2325229) of JCG Investments, Inc.
When it comes to retirement strategies, Jeff’s philosophy is to assume less risk and focus on more wealth preservation while enjoying a stable and sustainable retirement income. He helps clients build strategies that allow them to retire with confidence.
