Jordan Insurance Agency, 3540 Toringdon Way, Charlotte, NC 28277, US

Millennium Investment & Retirement Advisors is an independent fiduciary firm based in Charlotte, NC, specializing in managing and improving retirement plan offerings for plan sponsors, broker dealers, and advisors. With a team of professionals possessing unmatched expertise in investments, compliance, legalities, and tax code knowledge, they provide personalized service and unbiased advice to ensure clients' best interests are always prioritized. Their core principles include advocating for simple investment plans, low fee investments, portfolio diversification, and a focus on participant outcomes, all aimed at helping clients meet their financial goals. Millennium Investment & Retirement Advisors, LLC was founded by financial industry veterans who sought to provide personalized attention and unbiased consulting services in contrast to firms favoring big business. As an employee-owned company, they operate as fiduciaries, committed to delivering a high level of service and ongoing monitoring to protect employers and optimize portfolio health. Their approach emphasizes creativity in solutions and a shift towards participant outcomes, with a focus on recommending effective strategies rather than specific products.Generated from the website

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