Background

Lifelong commitment. It’s hard to come by these days in any profession, but for more than 44 years, Bill has worked in the financial and insurance industry. From humble beginnings with Connecticut Mutual Life to his role today at Mitchell-Nagel & Associates, Bill embodies the spirit of true dedication to delivering excellent service in support his clients.

Headquartered in Greece, NY, at 2680 Ridge Road West, Mitchell-Nagel & Associates is proud to be affiliated with Financial Architects. The firm works closely with school districts, not-for-profit agencies, small businesses and pre-retirement individuals in need of information on managing employee benefit and/or financial planning services.

Philosophy

As Bill puts it, “Success in financial services is based on developing a strong network of customers and earning the privilege of repeat and referral business.” Bill has diverse experience crossing insurance, financial products and fee-based financial planning. Clients can feel confident in Bill’s understanding of their unique needs. “Independence is a key driver in our approach to clients.” Mitchell-Nagel can search out the most effective resources and solutions to each client’s unique needs without undue allegiance to just one company or a handful of companies.

This approach in delivering custom-tailored solutions versus off-the-shelf solutions has been a key contributor to his success in working with clients large and small. Explains Bill, “It’s important in working with clients that financial service professionals be solutions driven versus product driven.”

Personal and Professional Affiliations

Bill is a member of Society of Financial Service Professionals as well as a member and past president of the local chapter of National Association of Insurance & Financial Advisors (NAIFA). He is also a member of Estate Planning Council of Rochester and serves on the Steering Committee for the Rochester Business Ethics award.

Bill is married and has two grown children. He and his wife live in Canandaigua.

Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies. Registered representative of and securities, investment advisory and financial planning services offered through MML Investors Services, Inc., member SIPC. Supervisory office: 600 Clinton Square, Rochester, NY 14604 (585) 262-5600.