Cole Mitchell | Financial Planner
Contact Information
603.232.9333
cmitchell@cgiwm.com
5 Dartmouth Dr
Auburn, NH | 03032
Cole Mitchell is a holistic financial planner committed to helping individuals and families make confident, informed decisions about their financial futures. With expertise in retirement planning, business strategies, and education funding, Cole provides accessible, personalized guidance tailored to each client’s unique goals and circumstances.
He believes that financial advice should be transparent, thoughtful, and rooted in genuine care—especially in an industry where many people can feel overlooked. Cole is dedicated to acting in his clients' best interests, offering solutions built on careful analysis and a long-term vision for success.
A graduate of Bryant University, Cole spent four years at Forbes Financial Planning before joining CGI. Outside of work, you’ll find him staying active through skiing, golfing, and exercising—or spending time in the kitchen, cooking meals for friends and family.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.