Steven G. Mills Retirement Solutions
Steven G. Mills Retirement Solutions

Investments

Investment decisions should be well-thought through and can only be optimally made in the individual case. Take advantage of Steve Mills' broadly diversified experience in all financial and investment matters.

Areas of expertise include:

  • Asset Allocation
  • Mutual Funds
  • Tradtional IRAs
  • Roth IRAs
  • Small Business Retirement Plans
    • Simple IRAs
    • SEP IRAs
  • 401k Plans
  • 401k Rollovers
  • Alternative Investments such as REITS
  • Variable Annuities
  • Equity Indexed Annuities
  • Stocks
  • Bonds
  • Exchange Traded Funds
  • Insurance
    • Life Insurance
    • Disability Insurance
    • Long-Term Care Insurance

 

Clients need to know their investments are safe.  They will receive statements from National Financial Services, a division of Fidelity, and can view accounts online. Through NFS, we offer all of the products mentioned.



 

 

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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

Contact Us

Steve Mills, AAMS®

Financial Advisor

566½ Garden Grove Court

Grand Junction, Colorado 81501

 

Phone: 970-257-9287

Email:  smills@seinvestnc.com

 

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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