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Our Services

At The Mill Financial Partners, we strive to deliver unparalleled customer service while offering world class products that can help our clients reach their unique goals. Operating on an open architecture, access to a non-propriety investment platform and over 80 different insurance companies, we believe that we have the tools and resources needed to not only develop your plan, but to implement it as well.


  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Strategies

  • Retirement Plans
  • Tax Strategies
  • 401k Planning
  • 403b Planning
  • College Funding Strategies
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance