16100 Chesterfield Parkway West
Welcome to Millenia Investments
Your choice for Financial Services
The health and safety of our clients and their families, as well as our staff, is our primary concern. As a financial services firm that primarily serves pre-retirees and retirees, we are especially sensitive to the needs of our clients aged 65 and older who are most vulnerable to the effects of the virus.
Please click learn more to view the steps we are taking to continue to serve our clients while meeting our responsibilities to adhere to the recommendations of the Center for Disease Control (CDC) and other authorities.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Our senior citizens are those most at risk during the outbreak of this virus. Authorities have asked the larger community to assist our senior population. We know so many of you are anxious to do your part. Please click learn more to find several ways we can all help.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours everyday.
Want to learn more about retirement, social security, or estate strategies?
"An investment in knowledge pays the best interest."
Click on the button below for your FREE risk analysis!
Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy.
Using this tool, we ensure that your portfolio aligns with your investment goals and expectations. Together we can attempt to take the guesswork out of your financial future.
Our first priority is helping you take care of yourself and your family. 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 my foundation of success.