INTEGRITY  /  INDEPENDENCE  /  EXPERIENCE

Welcome to our Millennium Financial Website

We realize the financial world can be complex, with seemingly endless amounts of information pouring out of the Investment, Insurance, and Banking industries.  With the volatile markets of the last two decades, and more people living longer, Americans are awakening to the reality that their financial resources may need to do even more, and last a whole lot longer, than they ever planned for.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Whether you’re facing retirement or looking to better understand investment ideas and your options, we can help you address your most pressing money questions with innovative solutions.

Our site is filled with educational videos, flipbooks, newsletters and calculators designed to help you learn more about the world of personal finance. As you search our website, feel free to send us a message regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly and appreciate the opportunity to serve you.