Our Firm
When I started Mullennium Finance 18 years ago, I knew that I could;
- Be the Quarterback of Financial Experts for my Clients
- Find those other Experts
So what I have done is;
- Identified an Attorney that deals in Estate Planning
- Identified an Attorney that deals in Elder Law
- Found a CPA and an EA
- Found an Actuarial to set up Defined Benefit Plans
- Searched and found an Independent Insurance Agent
- Discovered a Unique Money Manager
These are my Associates that I make available to my Clients. I personally introduce my Clients to these Associates and sit in on meetings to make sure my Clients’ needs are fully explained and addressed.
YOU DON’T NEED TWO, THREE OR FOUR FINANCIAL ADVISORS-YOU DESERVE A QUARTERBACK!
This website is for informational purposes only and does not constitute an offer to sell, solicitation to buy, or a recommendation for any security. This is not an offer to provide advisory services by Millennium Finance in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.