Established in 1999, Millenium Financial Services was founded on the belief that clients want unbiased advice from a knowledgeable and trusted advisor.

Millenium Financial Services offers clients access to a very wide array of financial companies, products and professional resources which can provide solutions to meet a the fluid financial goals and life planning objectives of individuals and business owners.

Our services and products range from financial, retirement and estate planning to investment management, individual and business retirement plans, education funding, and life, health and long term care insurance products.

Millenium Financial Services is a Registered Investment Advisor offering fee only investment management. Client assets are custodied at Charles Schwab & Co. Thru Charles Schwab & Co, we have direct access to institutional equity and fixed income trading desks.

Millenium Financial Services is an independent financial services firm. We have no allegiance to any companies or products, just our clients. We work to bring best of class products at the best prices to our clients. The needs of our clients are our first and foremost priority.

Our clients range from individuals to small and mid size business owners and their employee participants.

We strive to develop personal relationships with each client and to design strategies to meet individual needs and objectives.