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
  • Variable Annuities
  • Equity Indexed Annuities
  • Stocks
  • Bonds
  • Exchange Traded Funds
  • Insurance
    • Life Insurance
    • Disability Insurance




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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