Miller Green Financial Group

Miller Green Financial Group

  • 711 Peninsula Drive
  • Davidson, North Carolina
  • 28036
  • Phone: (704) 895-8370
  • Fax: (281) 872-6543
  • Website

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Description

We have learned from experience that it is never too late, and rarely too early, to begin the retirement planning process. We have had clients come to us with as many as five years notice of pending retirement. On the other hand we have also had new clients come to us with only one day left on the job. It is basically a matter of attitude on your part. When you are ready, we are ready. Generally, our clients come to us within a year of anticipated retirement.

We are a full-service, independent financial planning firm with the staff, skills, and tools to address almost any financial, investment, retirement and/or estate planning issue and to implement a suitable solution. We have been in business since 1983, always placing the client first. This is evident by our personal touch and attention to detail. We have found, just as most professionals have, that to achieve the highest level of service, competence, and a superior delivery system, it is necessary to focus ones efforts.

Fact sheet

Number of employees
15-29

Company contacts

  • Bert Miller
  • Owner

Products & services

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