Millennial Group

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

520 S Main St Ste 2552, Akron, Ohio, 443...

Phone Number

(330) 253-6000

Revenue

$6.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Millennial Group

Established in 1997. Retirement Planning Annual or Semi-annual Investment Reviews Wealth Planning Trust Services Tax Planning Estate Planning Risk Management Planning Fee-based Investment Portfolios Individual Retirement Accounts 401(k) Plans / Qualified Retirement Plans Mutual Funds and ETFs Annuities 529 Qualified Tuition Plans Life, Long-term care, and Disability insurance With offices in Akron, Canton, and Stow, serving clients from throughout northeast Ohio, Millennial Group specializes in Investment Portfolio Management, Retirement Planning, and Estate Planning. What sets us apart from other financial planning firms is that when you ask, "What is a financial advisor?" Our certified financial planners answer, "Someone who makes your money work for you--in exactly the way you want it to." One size NEVER fits all, so we never rely on templates or try to force our clients into cookie-cutter plans. We design a customized plan for every client--one that reflects your dreams and passionRead more
Millennial Group's Social MediaPopular SearchesMillennial GroupMillennialgroupThe Millennial Group LLCCetera Advisors LLCMillennial Group Wealth AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Millennial Group Org Chart

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EC
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Office Service Associate

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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Millennial Group

$6.4M
11-50
Private
-
1997
EC
Ella CollinsonOffice Service Associate
$21.3M
11-50
Private
<$5M
1980
Eric Unger, Partner, President, Chief Compliance Officer at Affiance Financial
Eric UngerPartner, President, Chief Compliance Officer
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
2007
MG
Mary GassmannOffice Manager, Tax
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Millennial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Millennial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Millennial Group.

Millennial Group Tech Stack

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Frequently Asked Questions Regarding Millennial Group

What is Millennial Group's official website?
Millennial Group's official website is www.millennialgroup.us
What is Millennial Group's Revenue?
Millennial Group's revenue is $6.4 Million
What is Millennial Group's SIC code?
Millennial Group's SIC: 62,628
What is Millennial Group's NAICS code?
Millennial Group's NAICS: 52,523
How many employees does Millennial Group have?
Millennial Group has 11-50 employees
What industry does Millennial Group belong to?
Millennial Group is in the industry of: Finance, Securities Trading
What is Millennial Group competition?
Millennial Group top competitors include: Stockade Wealth Management, Wealth Advisory Services, Premier Wealth Advisors, Affiance Financial
What technology does Millennial Group use?
Some of the popular technologies that Millennial Group uses are: Amazon Web Hosting, LeaseWeb
How do I contact Millennial Group?
Millennial Group contact info: Phone number: (330) 253-6000 Website: www.millennialgroup.us
What does Millennial Group do?

Established in 1997. Retirement Planning Annual or Semi-annual Investment Reviews Wealth Planning Trust Services Tax Planning Estate Planning Risk Management Planning Fee-based Investment Portfolios Individual Retirement Accounts 401(k) Plans / Qualified Retirement Plans Mutual Funds and ETFs Annuities 529 Qualified Tuition Plans Life, Long-term ca... re, and Disability insurance With offices in Akron, Canton, and Stow, serving clients from throughout northeast Ohio, Millennial Group specializes in Investment Portfolio Management, Retirement Planning, and Estate Planning. What sets us apart from other financial planning firms is that when you ask, "What is a financial advisor?" Our certified financial planners answer, "Someone who makes your money work for you--in exactly the way you want it to." One size NEVER fits all, so we never rely on templates or try to force our clients into cookie-cutter plans. We design a customized plan for every client--one that reflects your dreams and passions and is achievable given your resources. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other entity.Read More

What are Millennial Group social media links?
Millennial Group Linkedin page Millennial Group Facebook page
Is Millennial Group a public company?
Millennial Group is private company therefore does not currently have an official ticker symbol
See more information about Millennial Group

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