Comprehensive wealth management marries financial, retirement, and estate planning along with investment and asset management services; all while providing quality service. To bring you what we believe is the best, this includes a coordinated partnership effort with other professionals, such as attorneys and accountants, to develop a cohesive plan that encompasses any aspect in a client’s life.
Kim gets to know a client’s needs through listening and cultivating that advisor/client relationship over time. It is important that we get to know our clients so that we can help them reach their goals, make wise decisions and impact their families’ lives for generations to come.
Kimberley McMillan is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Arizona, California, Delaware, Florida, Georgia, Kansas, Maryland, Massachusetts, Minnesota, Missouri, Nebraska, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia and West Virginia..
Kimberley McMillan is licensed to offer insurance and annuity products to residents in Florida, New Jersey, North Carolina, Rhode Island, Utah and Virginia.