The Millenia Advisors Team |
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Tax LibraryWelcome to our tax library! We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies.
This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. 
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1350 Timberlake Manor Parkway - Suite 460 Phone: 636.777.7780 |
1350 Timberlake Manor Parkway - Suite 460, Chesterfield, MO 63017
Phone: 636.777.7780 Fax: 636.503.1049 Email: lneumann@milleniallc.com
Securities offered through Securities Service Network, Inc,
A registered broker/dealer. Member FINRA & SIPC.
Fee-based advisory services are offered through SSN Advisory, Inc., a registered investment advisor. These services are available only to residents of California, Florida, Massachusetts, Missouri, North Dakota, New Hampshire, New Jersey, New York, Ohio, Texas, Virgina, & Washingoton..
We are registered to sell Securities in the following states:
Arkansas, Arizona, California, Colorado, Florida, Georgia, Illinois, Kansas, Maryland, Massachusetts, Missouri, New Hampshire. North Carolina, Oklahoma, Ohio, Texas, Wisconsin. If you are a resident of a state not mentioned in this list, we are more than happy to register in your state to offer you the services that you may require.
We are licensed to sell Insurance Products in the following states:
Arkansas, Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Kansas, Massachusetts, Missouri, Mississippi, New Hampshire, New Jersey, New York, North Dakota, Oklahoma, Ohio, Texas, Virginia, Washington & Wisconsin. If you are a resident of a state not mentioned in this list, we are more than happy to register in your state to offer you the services that you may require.
To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account with Securities Service Network, Inc., we ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents. We may share information obtained from you with third parties to verify your identity, in compliance with this federal law.