If customers can’t find it, it doesn’t exist. Clearly list and describe the services you offer. Also, be sure to showcase a premium service.
Since 2005, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Robert began his investment career in March 2004 as a Investment Advisor Representative with Modern Portfolio Advisors (MPA). He left MPA in September 2005 and started Millennium Portfolio Advisors to provide Wealth Advisory services and Retirement Planning to a variety of individuals as well as well as retirement plans for small businesses.
Tim began her investment career in February 2003 as a Registered Representative with Commonwealth Financial Network. From August 2006 to December 2012, he worked as an Investment Advisor Representative with a combination of Cambridge Investment Research Advisors, Inc. and Capstone Investment Financial Group, Inc.. Since 2013, Tim has worked as an Investment Advisor Representative with Millennium Portfolio Advisors.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
310 Westview Terrace, Arlington, Texas 76013, United States
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment