Alex Mills: Financial Advisor

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Alex Mills: Financial Advisor I pride myself in getting to know each client so that I can understand what matters most to them. My clients feel the same way.

When I was young, my grandfather would always say “The best time to plant a tree was 20 years ago, but the second best time is today.” The lessons he and my father taught me over the years instilled in me a planner’s mindset and a passion for educating others. The old saying “an ounce of prevention is worth a pound of cure” is true in financial planning as well. My clients want a coach who can help them sort through the abundance of information available today while teaching them how to achieve their goals. As a father, I think a lot about the future of my two sons and want our financial resources to be a positive influence. As a husband, I want the security of knowing that my wife will be financially secure if the unexpected ever happens to me. That’s why I help families to save more, grow what they’ve saved, protect what they’ve grown and efficiently transfer their wealth to the next generation. I want my clients to live the life they love. Over the last several years building my practice, I have felt the struggles and the pride of creating something of value, which is why I help business owners with strategies to get the most of their business while minimizing their risk. When you decide to work with our practice, we start by understanding what is most important to you. Then our established process is used to build personalized strategies that fit your needs to help you achieve your financial goals. Lastly, we partner with you for the rest of your life to keep you on track. When I meet with clients, I want them to leave feeling understood, informed, in control and secure - with confidence in their future so they can focus their time enjoying what is important to them today. Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

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Address

5 Fundy Road, Suite 2C
Falmouth, ME
04105

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+12072456200

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