About Us

Our Firm

Your Interests, Before All Else

To those of us here at Millennium Financial Group, you're more than a client. You're family. As such, our goal is to safeguard and protect your assets and income as though it is our own. Through establishing long-lasting relationships, we initiate a trustworthy standard of business that we hold in high regard in order to ensure your financial success through transparency and rapid responses.

A Team Who Serves, So You Can Serve

Whether you need wealth-building advice or product recommendations for employee benefits or retirement, MFG's experienced team will work with you to develop a specially tailored strategy. In working with you, we focus on a straightforward approach that leaves out the jargon.

Meet Our Team

Our Unique Pension Planning Experience

Millennium Financials' team offers decades of experience in planning, advising, and developing customized strategies. We've working with Federal pensions, state and municipal employees, PERA pension plan holders and other clients looking to maximize their career benefits. Just as important? The individuals making up our collective are down-to-earth, friendly, and very approachable. Call it knowledge with a human touch, and one that helps build comfort with your financial decisions.

Our Core Values

Service-Oriented

Our dedication towards truly serving our clients forms the foundation of our values in developing our clients' future and present financial success. Our service-minded work is founded on helping you develop, cultivate, and benefit from your life's work in order to help you rest easy.

Transparency

The financial world can be difficult to understand, which is why we are so committed to transparency when it comes to fees. We're here to help unlock the complexities and to share knowledge, providing you with a clear picture to aid in your decision-making.

Rapid Response

Communication is key in our firm. If you have a question or concern, you won't ever have to wait for an answer. Finances can be complicated, but with our experienced answers at the ready, you can have less stress and worry on your end.

Retirement by Design not Default

Learning Your Needs

The first meeting involves getting to know each other. We'll discuss your financial objectives and what you're trying to accomplish in the future. You'll also learn about our financial strategies and how we can help you achieve your goals.

Strategy Development

We work with you to develop financial strategies unique to your goals and life phases. At the end of this step, you'll have a greater understanding of your current position, what's needed to reach your forthcoming objectives, and how to implement them.

Ongoing Monitoring

We'll meet with you regularly to re-evaluate, make necessary changes, and ensure you're still on target. Our continuing strategies help develop and protect your financial resources to serve you now and in the future.

Ensured Legacy Planning

As your financial planning comes to fruition, we work directly with you, your attorneys, and your personal accountants to ensure your wealth is protected and successfully passed to designated heirs and and beneficiaries.

Our Financial Partners

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The Most Important Connection: You

We work with Cetera Advisors LLC, Pershing, and Cetera Investment Services to better help you in your personalized financial situation. If you want more information about our partners, and how we team up with each to better suit your wants, needs, and goals, do not hesitate to reach out and ask for more information.

Contact Us

Does our firm resonate with you? Or do you have questions you'd like answered? Contact us to get a better understanding, or begin your process towards financial confidence.

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Our Services

We offer a full range of services and strategies designed to help you create a stable financial foundation in order to build, maintain, and grow your wealth.

More About Our Services

Our Approach

As an independent firm, we aim to simplify financial complexities in order to present you with a customized strategy to help secure you and your assets now and in the future.

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