New Millennium Group, LLC Email Format

Financial ServicesUtah, United States11-50 Employees

New Millennium Group, LLC operates in the financial services sector, providing advisory and planning services focused on retirement, wealth and income planning, investment planning, and insurance. The firm emphasizes fiduciary relationships and aims to inform clients about markets and risk, seeking to help business owners, physicians, and retirees make informed decisions with annual reviews that reflect life changes. Based in Sandy, Utah, the company collaborates with local CPA firms and estate planning attorneys to offer comprehensive retirement planning services, and it engages investment advisory services through AE Wealth Management, LLC, while noting that AEWM and New Millennium Group are not affiliated entities. The organization positions itself as relationship-driven and client-centered, with guidance on Social Security timing and other aspects of retirement planning, including health insurance considerations and access to various protections. While the description highlights its advisory role and partnerships, it also cautions that investment risks exist and that guarantees are tied to the issuing insurance company rather than securities.

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