Miller & Associates

Finance · Canada · 1-10 Employees

View Company Info for Free

Overview

Headquarters

765 Mcgill Rd, Kamloops, British Columbi...

Phone Number

(250) 374-4245

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Miller & Associates

Miller Wealth is an independent Wealth Management Practice that specializes in Financial Planning for both individuals and corporations. The company develops customized financial plans tailored to meet the unique goals and situations of its clients. Their services include retirement planning, investment and asset management, risk management, tax planning, estate planning, and education planning. With offices in Kamloops, Kelowna, and Salmon Arm, Miller Wealth aims to provide the best financial solutions through a collaborative team approach.Explore more
Miller & Associates's Social MediaPopular SearchesMiller & AssociatesMiller & Associates Wealth ManagementMiller and AssociatesMiller & Associates - Wealth ManagementMiller AssociatesSIC Code 62,628NAICS Code 52,523Show more

Miller & Associates Org Chart

PhoneEmail
CD
Canada flag for contact location.

Manager, Operations

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
MK
Canada flag for contact location.

Administrative Assistant

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Miller & Associates your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Miller & Associates

Compare insights from companies similar to Miller & Associates, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Miller & Associates

<$5M
1-10
Private
-
1999
CD
Carly DeBeeldManager, Operations
$6M
11-50
Private
-
-
SS
Sherry SarnaClient Care and Admin Assistant To Sherman
$5.3M
11-50
Private
-
-
TB
Taylor BurnsInvestment Advisor
<$5M
1-10
Private
-
-
CT
Cherryl TwissLicensed Administrative Assistant
<$5M
1-10
Private
-
1995
JL
Jack LumsdenFinancial Advisor
<$5M
1-10
Private
-
2003
BT
Bianca TomensonDirector, Financial Planning & Insurance Solutions Senior Planner
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Miller & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Miller & Associates Tech Stack

A closer look at the technologies used by Miller & Associates

Top Finance Companies

Frequently Asked Questions Regarding Miller & Associates

What is Miller & Associates's official website?
Miller & Associates's official website is www.miller-wealth.com
What is Miller & Associates's Revenue?
Miller & Associates's revenue is <$5 Million
What is Miller & Associates's SIC code?
Miller & Associates's SIC: 62,628
What is Miller & Associates's NAICS code?
Miller & Associates's NAICS: 52,523
How many employees does Miller & Associates have?
Miller & Associates has 1-10 employees
What industry does Miller & Associates belong to?
Miller & Associates is in the industry of: Finance, Securities Trading
What is Miller & Associates competition?
Miller & Associates top competitors include: Jack Lumsden, Manulife Securities, Freestone Capital, Balanced Financial Wealth Management
What technology does Miller & Associates use?
Some of the popular technologies that Miller & Associates uses are: goo.gl, Cloudflare Website Optimization, Cloudflare CDN, Google Tag Manager
How do I contact Miller & Associates?
Miller & Associates contact info: Phone number: (250) 374-4245 Website: www.miller-wealth.com
What does Miller & Associates do?

Miller Wealth is an independent Wealth Management Practice that specializes in Financial Planning for both individuals and corporations. The company develops customized financial plans tailored to meet the unique goals and situations of its clients. Their services include retirement planning, investment and asset management, risk management, tax pl... anning, estate planning, and education planning. With offices in Kamloops, Kelowna, and Salmon Arm, Miller Wealth aims to provide the best financial solutions through a collaborative team approach.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.