Millennial Group Wealth Advisors
www.millennialgroup.usWe at Millennial Group aren't here to “sell” you on something or to give you the same cookie-cutter advice we gave the last client. Unlike many other firms, we believe we can’t truly help you unless we know you—your current lifestyle, the lifestyle you’d like to achieve, your views on wealth, your dreams and goals, and your timeline for reaching them. So, we listen before advising, and then apply what we've learned to develop personalized plans that will enable us to use our experience and skills to work purposefully toward your goals. We don’t view these plans as static. Knowing that your circumstances and desires may change over time, we maintain an ongoing dialogue with clients, adjusting your plan as needed. Each member of our staff not only brings a wealth of experience and diverse skill sets to the table, but a firm commitment to excellence and integrity. Everyday, our staff goes above and beyond for the clients in their care, and if we make a mistake, we admit it and rectify it. We don’t believe in simply putting in the minimum effort or in passing the buck. Our office is also committed to continuing education, ensuring that we can always leverage the most up-to-date information and resources to serve our clients. We attend conferences, participate in discussion groups, and test out new technologies regularly. In addition, our investment committee meets monthly, and constantly exchanges information, to ensure that we are prepared to act on changing economic trends. On this page, you’ll find the latest financial articles, videos and news we've been discussing, as well as information on the latest happenings at our office. We hope this page proves a useful resource to you! **Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.**
Read moreWe at Millennial Group aren't here to “sell” you on something or to give you the same cookie-cutter advice we gave the last client. Unlike many other firms, we believe we can’t truly help you unless we know you—your current lifestyle, the lifestyle you’d like to achieve, your views on wealth, your dreams and goals, and your timeline for reaching them. So, we listen before advising, and then apply what we've learned to develop personalized plans that will enable us to use our experience and skills to work purposefully toward your goals. We don’t view these plans as static. Knowing that your circumstances and desires may change over time, we maintain an ongoing dialogue with clients, adjusting your plan as needed. Each member of our staff not only brings a wealth of experience and diverse skill sets to the table, but a firm commitment to excellence and integrity. Everyday, our staff goes above and beyond for the clients in their care, and if we make a mistake, we admit it and rectify it. We don’t believe in simply putting in the minimum effort or in passing the buck. Our office is also committed to continuing education, ensuring that we can always leverage the most up-to-date information and resources to serve our clients. We attend conferences, participate in discussion groups, and test out new technologies regularly. In addition, our investment committee meets monthly, and constantly exchanges information, to ensure that we are prepared to act on changing economic trends. On this page, you’ll find the latest financial articles, videos and news we've been discussing, as well as information on the latest happenings at our office. We hope this page proves a useful resource to you! **Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.**
Read moreCountry
State
Ohio
City (Headquarters)
Akron
Employees
11-50
Founded
1997
Estimated Revenue
$1,000,000 to $5,000,000
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Business Manager - Financial Advisor
Email ****** @****.comPhone (***) ****-****
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