Expert Advice for Every Stage of Life


In this constantly shifting economy, individuals and small businesses are increasingly in need of custom-tailored solutions to help them meet their specific goals and requirements. Steve Mills is committed to developing solutions that are on target with your needs, making both financially sound and responsible decisions.


He focuses on high-quality, responsive service, attention to detail, and developing strong, trusting relationships.  Steve uses an integrated approach that takes into consideration what is most prudent and beneficial for you.  As an independent retirement & investment consultant, Steve Mills can provide truly unbiased, independent advice with no proprietary products to offer. 


There's no time like the present to take a look at your financial picture. Are your investments balanced?  Will they get you where you want to go?  Are they in line with your appetite for risk and your investing time horizon?  As a valued client, you have access to Steve Mills' over 27 years of experience to help get answers to these and a multitude of other questions and issues you may have.  Steve has seen volatile markets and economic ups and downs and has the knowledge and experience to help you navigate similar situations in the future.


Today's actions lead to tomorrow's results.  Call 970-257-9287, or complete our contact form to get started.



Check the background of this investment professional on FINRA's BrokerCheck




Securities offered through Southeast Investments, N.C., Inc., Member FINRA/SIPC

OSJ: 820 Tyvola Road, Suite 104, Charlotte, NC 28217

Phone: 800-828-1295 or 704-527-7873

Contact Us


Steve Mills, AAMS®

Retirement & Investment Consultant

566½ Garden Grove Court

Grand Junction, Colorado 81501


Phone: 970-257-9287



Or use our contact form.

Expert Advice & Guidance


Life is full of surprises. Rely on Steve to provide you with sound financial advice that won't leave you scratching your head. He will explain your options in uncomplicated terms. Learn more.

News & Links


Stay informed of new opportunities in the market and information at various investment providers.  More info.



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