Miller Investment | Financial Firm | Oxford, CT

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    The Best of Both Worlds

    We are a full-service independent investment advisory firm with more than 25 years of experience helping families, pre-retirees, retirees, business owners, foundations and endowments through all market cycles.

    We offer you the best of both worlds. We serve as your local trusted personal investment advisor with an intimate understanding of your needs and goals. We are also affiliated with Commonwealth Financial Network®, a nationwide network of independent financial advisors with the vast capabilities to help you succeed.

     

    Our Wide Range of Services

    No matter what your level of wealth, working with us can help you pursue your goals. Together, we’ll follow a disciplined process for managing your financial life and creating a long-term plan customized to your needs. Your plan may include the following strategies:

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    Investment Management

    An array of services for individuals, foundations, and endowments.

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    Retirement Planning

    Retirement strategies and solutions for pre-retirees and retirees.

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    Business Retirement Plan Consulting

    Design a plan to meet your objectives and help your employees pursue their goals.

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    Life Insurance

    Evaluate your needs for life, disability, and other insurance protection.

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    Financial Planning

    The strategies and action steps you need to take to pursue your long-term objectives.

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    Long-Term Care Insurance

    Plan accordingly to address important long-term care needs.

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    Five Star Wealth Manager for 10 Years

    The Five Star Wealth Manager award is based on 10 objective criteria. For more information on the Five Star Wealth Manager award and the research/selection methodology, go to fivestarprofessional.com.

    Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,048 Connecticut-area wealth managers were considered for the award; 285 (9% of candidates) were named 2020 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

     

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