Steve Mills: Experience You Can Count On


Steve offers a wide range of financial services designed to preserve and enhance your wealth.

Financial Security

Your financial security depends on the decisions you make now. There are numerous incentives available to individuals who wish to set aside income for use in the future. Steve will help you determine what combination of investments is right for you.


In light of one of the largest market downturns in history and the seemingly never-ending scandals on Wall Street, it is more important than ever to get professional, independent guidance for your investments and retirement planning. In today's world you need someone on your side with your best interests at heart. To that end, Steve Mills conducts his business based on the simple tenet that your interests always come first. 


Steve offers the knowledge, experience, and resources to help you in striving to reach your financial goals. Through Southeast Investments, N.C., Inc. in Charlotte, NC,  he has access to a wide range of investment alternatives, including thousands of mutual funds, and a wide array of variable annuities and 401(k) providers.  Stocks, bonds, and Exchange Traded Funds are also available.



Steve not only has the ability to provide solutions to your investment needs, he also has solutions for Life Insurance and Disability Insurance. This provides you with the convenience and simplicity of having all of your accounts in one place with one point of contact.




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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