Mills Financial is an independent financial services firm offering a wide variety of financial solutions tailored to fit clients’ unique goals and objectives. With many of our clients at or near retirement, we focus on investment strategies that minimize risk while providing a moderate return. We not only make recommendations based on your needs and existing portfolio, but we will educate you on the reasoning behind it so you have a complete understanding of the plan in place. Rest assured, we will service you step-by-step throughout your investment lifetime.
Financial and Health Insurance Strategies.
Contact Mills Financial
Phone
989.285.1020
Fax
989.285.9292
Address
308 GRATIOT AVE.
ALMA, MI 48801
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation. Licensed Insurance Professional. Finra Broker Check http://brokercheck.finra.org/ Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Securities Offered Through Packerland Brokerage Services, Inc., an Unaffiliated Entity- Member FINRA & SIPC. 16034 - 2016/8/19. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Client Relationship Summary – Form CRS