Millennium Financial Group

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About

Your Colorado Springs financial planner Millennium Financial Group offers personal, impartial financial advice and investment management. Our independence is your best asset.

Story

Millennium Financial Group is made up of Private Wealth Managers* that offer comprehensive financial services providing long-term, personalized approaches to financial planning. This may include retirement planning, risk management, portfolio design and asset allocation, estate planning, pre- and post-retirement analysis, investment risk and performance reviews, long-term care evaluation, and tax reduction strategies. Personalized service is essential when matching clients with the right financial products and services.

We accomplish this by first getting to know you and what is important to you regarding your financial future, your goals and aspirations, and the specific facts of your circumstances. Once we understand you, we will design a customized plan centered on pursuing your goals.

. Contact us today to schedule your complimentary review.

Our independence is your greatest asset!

We Guide the journey

Objective leadership is out most valuable "Product"

*Private wealth managers provide independent recommendations and advice. They are not driven by proprietary products, the corporate bottom line and/or a need to meet a targeted stock price.

Securities and investment advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Millennium Financial Group is not affiliated with Cetera Advisors LLC

Registered Office located at 3225 Austin Bluffs Parkway, Suite 150, Colorado Springs, CO 80918

"Since our founding in 2012, Millennium Financial Group has worked hard to help those living in and around Colorado bring about consistency and confidence in the face of a complex financial environment. Volatile markets, longer life expectancies, and other uncertainties create a complex financial picture that we aim to clarify. Our goal is to help you bring confidence and simplicity to your current situation and future goals with customized strategies, planning, and advice."

Address: 3225 Austin Bluffs Pkwy #150, Colorado Springs, CO 80918, USA

Phone: (719) 304-8700

Website

moc.puorgifim@ofni

State: Colorado

Zip Code: 80918

Opening Hours

Monday: 8:00 AM – 5:00 PM
Tuesday: 8:00 AM – 5:00 PM
Wednesday: 8:00 AM – 5:00 PM
Thursday: 8:00 AM – 5:00 PM
Friday: 8:00 AM – 5:00 PM
Saturday: 8:00 AM – 5:00 PM
Sunday: Closed

Update Info

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Reviews

I was unexpectedly allowed to retire and I was very nervous about that prospect. Tim came highly recommended in our building as he knows Pera very well. As soon as I met him, I knew that I was in safe hands. He makes sure to check on you as well as come to see you personally in your hometown. He gives you his full attention and never checks his watch or the time on his phone which is greatly appreciated. Now that we have worked with Tim for over a year we are now asking him to help my husband retire. he is truly a kind and understanding man and I highly recommend him for your retirement needs.

I have struggled to find a financial planner that understands the PERA system, rental properties, and how these two items interact with all of the usual elements of retirement planning. Tim is amazing. He helped me understand how to get the most out of my pension and has helped me put together a plan that makes me comfortable about my future. He is also very open and straightforward with his fees, which I appreciate. This allows me to have comfortable conversations without me wondering if he is pitching a product because of a high commission or because it is really the best plan for my situation.  I've been using Tim for about three years now and continue to be very impressed with his professionalism and advice.

I met with Tim to start talking about retirement and financial planning for our future and he was absolutely amazing! I would highly recommend talking to Tim as he is extremely knowledgeable and also very kind!

I met with Tim Wenger for a consultation and he was super helpful! He happened to be in my area of the state and made time to meet with me in person. He explained my PERA account in a way I could understand and helped coach me through all my options. I'm a ways out from retirement, but it was really helpful to talk to Tim and learn how to set myself up for a successful retirement. I highly recommend meeting with him especially if you are a PERA employee.

Tim has been an absolute pleasure to work with, extremely knowledgeable and a true blessing to our long term financial planning. I highly recommend Tim and Millennium Financial Group. Can’t say enough about the customer service!

I recently had the pleasure of consulting with Tim at Millennium Financial Group regarding home buying options and budgeting strategies for my family. My wife and I were unsure about the feasibility of our plans and needed professional advice to avoid making potentially costly mistakes. Tim was incredibly attentive, truly listening to all our concerns and questions. We never once felt like he was watching the clock and most of our meeting times went longer than they were originally scheduled for. The best part is that Tim didn't charge us a dime for any of the time we spent chatting! Because of Tim's approach to our situation we will absolutely be working with Millennium Financial Group more in the future.  If you’re looking for some solid financial advice without the pressure, these are your people!

My husband and I met with Tim for our first financial planning session and had a wonderful experience. In just one session, we have a significant grasp on next steps needed to meet our financial goals and plan for retirement. He was genuine and kind throughout while providing guidance and education in a non-judgmental way. We will be recommending him to all of our friends and family. Don’t hesitate or feel intimidated to schedule a meeting with him.

I recently met with Tim on my retirement and it was the best experience I’ve had with any financial advisor no pressure and a huge help finding what was best for me! I most definitely will be using them again and also will be investing in with them more in the future.

I was calling around seeking some general advice and direction on how to get on track with my current financial situation and Tim was there to help. Professional, genuine, more than willing to help, and knowledgeable. 5 star service!

I have been lucky enough to work with Tim over the past several years. Investments, Retirement and Finances are very confusing to me. Planning for retirement stresses me out. I met Tim through a referral. He has helped lower my stress level and plan for retirement. He explains everything in detail and does not talk over your head. I am now 100% confident I will never run out of money in retirement. He also helped me lower my tax bill. I highly recommend working with him.

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