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LOCAL, TRUSTED AND INDEPENDENT SERVICE
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Miller Investment was started in 1996 to provide independent, trusted and professional investment services and financial planning. Doing what's right is the focus of my practice and each client can expect that their individual needs will be served to the highest standard of care. It is this dedication to my client's needs that allowed me to be honored as a 5-Star Wealth Manager in 2010 as reported in Connecticut Magazine, December issue.
Miller Investment is locally owned and managed providing clients with the personal attention they desire. Partnering Commonwealth Financial Network of Waltham MA as my broker/dealer provides my clients with the resources of one of the nation's largest financial services organizations. This combination of local and independent stewardship together with the resources of a national financial services firm provides a powerful team.Commonwealth has also been ranked Highest in Independent Advisor Satisfaction by J.D. Powers and Associates in 2010.
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*Survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. No fee is paid to be included in the research or on the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client's evaluation. The award is not indicative of the wealth manager's future performance.
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