New Millennium Group

EST. AUM
$257,019,092

CONTACTS
7

CLIENT ACCOUNTS
2,064

Firm Details

Metro area Salt Lake City
CRD Number 299249
Website yournewmillenniumgroup.com
Client types

Overview

Planning for financial independence that lasts for the rest of one's life can appear intimidating. With so much uncertainty and change in today's fast-paced markets, it's hard to know what the world will look like in five, ten, or twenty years. The firm can help clients decipher their long-term financial needs and personal goals, then create a plan to help put them on track to getting there. They take pride in helping clients gain confidence in their tomorrow so they can enjoy financial independence today. They believe in building personal relationships with their clients while helping them understand their financial picture and the strategies that can help them retire successfully. The firm focuses on helping protect clients from risk while offering strategies that aim to ensure that they never outlive their money. Their team of financial professionals, led by Derek Overstreet, truly cares about helping clients make their financial dreams come true. Retirees don't plan to fail; they fail to plan. They need a retirement plan.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

New Millennium Group

Platform Details

Investment Preferences

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Address

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