Miller Financial Services
Financial Services • 
Richmond, Virginia, United States • 11-20 Employees
Company overview
| Headquarters | 504 Libbie Avenue, Richmond, VA 23226, US |
| Phone number | +18047627022 |
| Websites | |
| NAICS | 52 |
| Keywords | Business Succession Planning, Wealth Management, Retirement Planning, Business Planning, Financial Planning, Alternative Investments, Estate Planning, Generational Planning, Life Insurance Planning, Risk Management Solutions, Charitable Giving, Long-Term Care Planning, Investment Solutions, Disability Income Planning, Special-Needs Planning |
| Founded | 1987 |
| Employees | 11-20 |
| Socials |
Key Contacts at Miller Financial Services
Mel Miller
Director Of Marketing & Client Experience
Cindy A. Miller
Owner
Cheri Miller
Owner
Dan Miller
Owner
Myron Miller
Owner
Cindy Miller
Owner
Miller Financial Services Email Formats
Miller Financial Services uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@millerfinancialservices.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@millerfinancialservices.com | 100% |
About Miller Financial Services
We are committed to exceeding your expectations and helping you and your family for generations to come. Watch our video to learn more about our team. https://lnkd.in/eF-9rqFX You have individual experiences, unique hopes and dreams – and that calls for a unique and disciplined values-based approach to financial planning. Applying our differentiated discovery process, we help you navigate your unique needs to achieve your goals. WE BELIEVE IN... 1. Recommending an asset allocation that is strategically positioned to help you achieve your goals. 2. Mitigating risk through diversification, using both asset allocation and investment selection. 3. Applying a consistent investment process through various market cycles and investment environments with periodic rebalancing. 4. Benchmarking to ensure client portfolios continue to match client needs and objectives over time. 5. Opportunistic investing to produce an incremental return, reduce risk, or both, leveraging the advanced intelligence and personalized investment services of Northwestern Mutual. 6. Applying tax and cost efficiency strategies.
Miller Financial Services revenue & valuation
| Annual revenue | $1,711,100 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Miller Financial Services has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Miller Financial Services has never raised funding before.
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