Putting clients first by helping them pursue their financial goals.
Miller Investment Strategies was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, aiming to earn a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and provide financial independence. Miller Investment Strategies is pleased to announce that we have been selected as a Dave Ramsey SmartVestor Pro. After a meticulous screening process and ongoing requirements, we are honored to have the privilege of being an SmartVestor Pro. We share Dave Ramsey's financial principles, and have a true passion for educating and advising people in pursuing their financial goals. Here you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Traci and Don Miller created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
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Education 529, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Mutual Funds, Bonds, Common Stock, Brokerage Accounts, Advisory Accounts, Variable Annuities, Fixed AnnuitiesDisability Income Insurance Life Insurance, Long Term Care Insurance, Buy/Sell Agreements, Key Employee Life
We are located between Main Street and 1st North near historic downtown Morristown. We are just one block north of Morris Blvd. High Street is the road between the Ford and Chrysler Dealerships. Our offices are in the located behind the former den