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

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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