Millenia Investments, LLC welcomes the clients of

Rosenthal Associates, Inc!

 

In December 2014, Millenia Investments, LLC completed the acquisition of the assets of Rosenthal Associates, Inc. and its related entities. Rosenthal Associates, Inc. was owned by Richard S. “Dick” Rosenthal and has been a fixture of the St. Louis financial services community for more than 80 years. Founded shortly after the end of WWII by Dick’s father, Adam Rosenthal, Rosenthal Associates, Inc. began as an insurance agency filling the needs of the middle-income market. Dick, a practicing attorney with a BA from Washington University and a JD from The University of Michigan School of Law, joined the firm and began to refocus the direction of the business towards estate and retirement planning for business owners, key executives and affluent investors. Dick then expanded the business into providing retirement plan services for major not-for-profit organizations including several of St. Louis’s largest employers. Dick received dozens of professional recognitions and awards throughout his career, not the least of which was his induction into the Hall of Fame of the National Association of Insurance and Financial Advisors (NAIFA), a nationwide organization with more than 200,000 members that has protected the interests of American consumers for more than 125 years. Dick is involved in a wide variety of civic and philanthropic activities that include his close association with Washington University where he serves as a member of the Washington University Arts and Science National Council and is a former member of the Washington University Board of Governors.

 

Your Partner in Investment, Retirement and Insurance Decisions

 

Millenia Investments, LLC is one of the Midwest’s leading independent financial services firms. Our firm provides investment, retirement and insurance services to more than 7,000 clients in the greater St. Louis Metropolitan Area. We also serve large concentrations of clients in the Northeast corridor, the Southeast and Southwestern areas of the United States.

 

Independent Advice Delivered by Experienced Professionals

 

Millenia Investments, LLC is a privately owned financial services enterprise and is independent of any investment bank, wire house or insurance company. This autonomy gives us the freedom to make independent recommendations that are focused on your specific and unique financial circumstances and objectives. Many of our licensed advisors have been serving clients for 30 years or more. We have been through good markets and bad. We have experienced high interest rates and historic lows. We have seen market peaks and stunning corrections. Our special depth and breadth of experience gives us a unique perspective on how to overcome the many challenges to creating long-term financial security.

 

Creating Long-term Relationships, One Client at a Time

 

Few decisions are as important as those that affect your financial security, and they involve so much more than simply dollars and cents. In this age of complexity and constant change, it is more important than ever to have close, personal relationships with a qualified team of advisors. We earn your trust by asking the right questions and really listening to what you have to say. And we encourage your questions and explain even the most complex financial concepts in familiar language everyone can understand. This approach has helped us to create successful long-term relationships with thousands of loyal clients. In fact, it is common for us to work with several generations within the same families.

 

Accepting New Clients Today!

 

Please call us at 636-777-7780 to arrange an appointment or click on the Information Request tab below, complete the necessary information, and we will contact you shortly.