Steven A. Miller
MILLER FINANCIAL GROUP
Investments • Insurance • Employee Benefits
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC
Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS
Miller Financial Group & MidAtlantic Retirement Planning Specialists is not affiliated with Kestra IS or Kestra AS
Steve has resided in the Berks County Pennsylvania area for the past 30 years and is married with 4 daughters and 2 grandchildren and is active in his community as a member of the local Lions Club. Since 1994 Steve has been successfully addressing the financial needs of small business owners, professionals and families serving as their financial advocate.
Utilizing a holistic approach to financial planning Steve ensures that all areas of his clients’ financial plan are working in concert to maximize protection, wealth and control of their assets. Outstanding service and annual face to face client reviews are two of the cornerstones of his business and help to ensure that the clients plan remains on course. Steve also takes a completely objective approach in the selection of products designed to help his clients achieve financial independence by maintaining his status as an independent advisor with no direct affiliation with any insurance or financial institution.