MillenniuM, based in Charlotte, is a Fiduciary Advisory firm for retirement plans. Specializing in reducing costs, eliminating conflicts of interest, and ensuring strict compliance with IRS, DOL and ERISA guidlines.
Unlike most investment firms, MillenniuM is structured so that we don’t recieve payment from investment product sponsors (like mutual fund companies). This means that we have none of the conflicts of interest of traditional stockbrokers or dual-licensed advisors.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 8008 Corporate Center Dr.,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.Fix401k.com
- Keywords
- retirement plans, 401k, 403b, 3(38) Independent Fiduciary, Fiduciary Investment Management, Participant advice, Credentials: IRS Enrolled Agent, CPA, CFP, AIFA, QKA.
- HQ
- Charlotte, North Carolina
- Competitors
- Work Plan Retire, JVL Wealth Strategies, MVP Plan Administrators, Inc., Synchronomics, Advus Financial Partners, LLC, Millennium, NestEggs Retirement Plan Services, Inc., Millennium for Investment & Information Technology, Diamond Consultants - Financial Advisor Recruiters and Consultants, Marsh & McLennan Agency.
Millennium Investment & Retirement Advisors, Llc Questions
Millennium Investment & Retirement Advisors, Llc's website is http://www.Fix401k.com
Millennium Investment & Retirement Advisors, Llc's LinkedIn profile is https://www.linkedin.com/company/miracenter
Millennium Investment & Retirement Advisors, Llc has
6 employees.
View email and phone details for 6
employees at Millennium Investment & Retirement Advisors, Llc.
Millennium Investment & Retirement Advisors, Llc's industry is
Financial Services
Millennium Investment & Retirement Advisors, Llc's top competitors are
Work Plan Retire,
Jvl Wealth Strategies,
Mvp Plan Administrators, Inc.,
Synchronomics,
Advus Financial Partners, Llc,
Millennium,
Nesteggs Retirement Plan Services, Inc.,
Millennium For Investment & Information Technology,
Diamond Consultants - Financial Advisor Recruiters And Consultants,
Marsh & Mclennan Agency.
Millennium Investment & Retirement Advisors, Llc's categories are Financial Services
Millennium Investment & Retirement Advisors, Llc's founding year is 1994
