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Miller & Associates Financial Solutions
Financial Services
Thousand Oaks, CA 41 followers
We are dedicated to helping people prepare for and live their retirement years to the fullest.
About us
We offer relationships based on many factors including individual needs, investment style, need for ongoing advice and interest in particular financial, investment or insurance solutions. With each client, we explore the products and services that might best meet their needs and then they decide what type of relationship they would like with us. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Miller & Associates Financial Solutions may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
- Website
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https://www.millerafs.com/
External link for Miller & Associates Financial Solutions
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Thousand Oaks, CA
- Type
- Privately Held
Locations
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Primary
Get directions
123 Hodencamp Rd. Suite 204
Thousand Oaks, CA 91360, US
Employees at Miller & Associates Financial Solutions
Updates
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The Great Wealth Transfer that is expected to occur over the next two decades will see more than $80 trillion changing hands between generations in the U.S. alone, according to some estimates. Women are expected to receive a big share of that, in large part by inheriting money from male spouses who pass away, on average, years earlier. Millennial women are also set to inherit a fair share.
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We look forward to using our experience to help you pursue your financial goals. You don't have to take on this course alone. We are here for YOU. https://www.millerafs.com/
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When we work together, the planning process can be customized exclusively for you, adjusted as your life changes along the way. No matter your stage of life, we are here to help. https://www.millerafs.com/
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Millennials are projected to inherit $90 trillion over the next two decades, according to a new wealth report. This wealth transfer is set to make them the richest generation ever. But, Gen Zs are in a position to have more ways to create their own wealth, the report says.
Millennials could become the richest generation ever — but only if they already come from money
advisorstream.com
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Providing you with clear explanations of the financial products and services we offer is extremely important to us. If you are ready to pursue your dream financial future, please give us a call. https://www.millerafs.com/
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Holding family meetings can dramatically increase the odds that your wealth contributes to the thriving of future generations and the continuation of your family values.
5 Keys for Productive Family Wealth Meetings
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Every member of our team is personally invested in providing you with advice that strives to give you the best chance at reaching financial success. For more information, please contact us. https://www.millerafs.com/
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