Stay Current


The following links can keep you informed of news that may affect your investments, as well as product information from a variety of sources. 



Variable Annuity Companies






Mutual Fund Companies

Independent Broker/Dealer 


Use our website to familiarize yourself with the wide range of full-service investment services we offer. Schedule an appointment to put your money in action using our secure contact form.




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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