Richard J. Miller

Richard J. Miller

Phone: 800-633-4613

He is strictly a fee-based adviser and has over twenty five years of experience advising individuals, families and businesses on how to build and preserve wealth.

Independent and highly personalized service with the utmost integrity is what he strives to provide for each client.

His primary areas of focus are money management, retirement planning,  and assistance with inheritances.

He begins by helping clients map out their long term financial goals, and then develops strategies to achieve those goals. 

The security and safekeeping of his client accounts is with TD Ameritrade Institutional. He has access to a broad range of high quality investment products, ease of managing accounts, and low costs for clients.