Investments*

At Miller Hall Financial, we provide you with investment planning that not only looks at your current financial situation but also focuses on your future retirement goals.

We offer a wide range of investment services that we can tailor to your unique situation. We have access to a number of different types of investment products. Some of the investment options we offer are:

  • Mutual Funds
  • Qualified Plans
  • Non-Qualified Plans
  • Coverdell ESA
  • Variable Annuity
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA

If you find yourself relating to any of these questions, please contact us for more information:

  • How much does your financial plan estimate you’ll need in order to retire financially secure?
  • Which investments or savings are the best to adjust when your needs change unexpectedly?
  • How much risk are you taking with your current investments?
  • Would you like investment recommendations based on your comfort level and goals?
  • What is the optimal way to maximize appreciated assets to meet your goals?

Please email us or complete our quote form today for a review of your investment needs.

*Investments offered through Park Avenue Securities

Stock Market

Request a Quote

Request your free quote via our convenient online form here: Request a Quote
or by calling us at 716.484.4100. We'll be happy to service your needs!

Our Planning Process

Our planning process is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or contact us at (716) 484-4100.

Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA & SIPC. OSJ: 600 DELAWARE AVENUE, BUFFALO, NY 14202, ph#716.891.7109

PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Miller Hall Financial is not an affiliate or subsidiary of PAS or Guardian.

Important Disclosures

2016-26720 Exp 8/18

This material is intended for general public use. By providing this material, Alliance Advisory Group is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.