Millard Financial Group - Fort Wayne, Indiana

Millard Financial Group

Millard Financial Group is a reputable financial planning firm located at 9602 Coldwater Rd Suite 204, Fort Wayne, IN 46825. They have been providing expert financial advice and services to their clients for many years. Millard Financial Group specializes in financial planning, helping individuals and families achieve their financial goals and secure their future.

The company offers a wide range of financial services, including investment planning, retirement planning, and tax planning. Their team of experienced and knowledgeable financial advisors work closely with their clients to understand their unique financial situations and develop personalized solutions tailored to their needs.

Millard Financial Group prides itself on its commitment to exceptional client service. They offer online appointment scheduling, multilingual assistance, and a fully wheelchair-accessible facility, ensuring that all clients can easily access their services. The company also provides free and ample on-site parking for convenience.

One of the standout features of Millard Financial Group is their personalized approach to financial planning. They take the time to get to know their clients on a deeper level, understanding their financial goals, risk tolerance, and time horizon. This allows them to create a comprehensive financial plan that encompasses all aspects of their clients' financial lives, from investments and retirement to estate planning and tax strategies.

Moreover, Millard Financial Group has received high praise from their clients. With a 5/5 average rating based on one glowing review, it is clear that the company delivers exceptional results and provides a high level of customer satisfaction. In the words of one satisfied client, 'Josh helped with a lot of my financial decisions and retirement planning, and also healthcare & more. Thank you, Josh & coworkers, for all your help; it's been a reassuring experience.'

For those seeking a reliable and dedicated financial planning partner, Millard Financial Group is an excellent choice. With their expertise, personalized approach, and commitment to exceptional client service, they are well-equipped to help individuals and families achieve their financial goals and secure their financial future.

Key Information

• Address: 9602 Coldwater Rd Suite 204, Fort Wayne, IN 46825
• Phone: 2604888300
• Website: millardfg.com
• Specialties: Financial planner
• Other points of interest: Online appointments, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended, Free parking lot, On-site parking
• Opinions: This company has 1 review on Google My Business.
• Average opinion: 5/5.

👍 Reviews of Millard Financial Group

Matt C.

5/5

Josh helped with lot of my financial decisions and retirement planning and also health care & more . Thank you Josh & co-workers for all your help it's been a reassuring experience...