As an independent financial advisor, I am able to service my clients even better than I ever have with more investment options, resources, and financial planning tools. I also have direct access to additional professionals in-house, such as certified public accountants, certified financial planners, and insurance specialists. I am dedicated to helping both individual investors and business owners in the community and constructing portfolios tailored to their unique situations.When a client sits with me, I go through what is most important to them and provide a clear roadmap to accomplish what that is. I believe that through education, consistent communication, and reliable client service, I can help provide the resources necessary to help my clients make informed decisions. Especially in this fast-paced world we live in, it's crucial to have a financial plan built to withstand the market volatility and I'm constantly adapting my financial strategies to make sure they do just that.My focus is personal finance, self-employment retirement plans, small business and large company retirement plans, annuities, estate considerations, wealth transfers, long-term care and life insurance. I also always offer complimentary portfolio reviews and consultations.So, if you are looking for a financial advisor in Scottsdale and want to develop an effective financial strategy personalized to your needs, stop by our office or give me a call at 928-301-6870. Our office address is: 7025 N Scottsdale Rd, STE 110, Paradise Valley, AZ 85253Website: www.millarfinancialservices.comSecurities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other entity.
Listed skills include Annuities, Research, Fixed, Immediate, and 35 others.