Millenia Investments Home Page

Welcome to Millenia Investments

Where trust and building relationships are our number one priorities.

Always in your corner to assist you along your financial journey.

What started as two advisors has now grown into a team of ten, here to help you with different parts of your journey.

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Serving the majority, we do not believe in a one size fits all mentality.

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It is begins with a conversation. What are your goals? What does financial wellness mean to you?

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Check out some of our resources below. Questions? Please reach out. We'd love to chat!

There are benefits and limitations when you decide to donate stock.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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Second marriages are a trigger event to revisit any existing estate strategies.

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