Millenia Investments

Sherri Fisher 

on Google

5 years ago

Alex was professional and responsive at every turn as my husband and I managed my mother-in-law's investments after she became incapacitated by a stroke and required long-term care. After her death, Alex went above and beyond to make submitting the beneficiary forms for three separate accounts efficient and seamless for our family. Alex was patient and kind throughout and eased us through a stressful and emotional time. We appreciate all you have done for us Alex - you are a great asset to your company! 

Bud Anderson 

on Google

6 years ago

A couple of years ago, my former investment guy had to give up our accounts, and a bunch of us were moved to Millenia Investments. Within a couple of weeks, Lee and Steven visited my wife and I at home. They also provided us with names and contact information for everybody and what they handle. Pretty standard stuff, we thought, and we got on with our lives. Over the course of the next couple of years, we had occasion to ask questions and look to our future. Every time I sent an email, I got a response within a couple of... read more

Michael Troutt 

on Google

7 years ago

Been trying for 2 months now to withdraw money from my accounts with this company. Both myself and the other person on the account have agreed to the withdrawal but this company refuses to release the money. At this point I can only assume that they are crooks. I would highly advise that nobody ever work with this company.