- Charitable Giving
- Investment ManagementMillenium 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.
- Bonds
- Payroll Services
- Financial PlanningFinancial Services: Investment Management; Life, Health & Long Term Care Insurance; Financial Planning; Retirement Plans; Estate Planning
- Retirement Planning
- Long Term CareOur 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.
- Asset Management
- Asset Protection