Our History

Steve Mills begn his career in the investment industry in 1992 in San Francisco.  He worked with several firms in the Bay Area as both a Retirement and Investment Consultant and Compliance Officer.

He subsequently established Steven G. Mills Retirement Solutions in March 2001 with the goal of providing truly independent advice, with no proprietary products to sell, and the ability to offer a broad selection of investments and financial solutions.  At the same time Steve began his relationship as an independent retirement and investment consultant with Wall Street Financial Group, Inc.  Most recently, in September 2013, he joined Southeast Investments, N.C., Inc., an Independent Broker Dealer in Charlotte, NC.

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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