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Sally May Email
Director Insurance Operations . Miller Financial Services - Northwestern Mutual
Richmond, VA
LocationPrimary Email
How to contact Sally May
Join and see Sally's contact info for free!Current Roles
Employees:
24Revenue:
$3.5MAbout
Our mission is to deliver strategic portfolio analysis and creative holistic financial solutions with laser focused execution. We provide ongoing proactive management and unparalleled service to ensure our clients’ most desired future. We are bound by a commitment to quality, trust and compassion to the highest degree, without exception. The success of an asset management model hinges on adherence to a process that is not based on emotion or today’s headlines. With financial independence, family legacy and social capital solutions in place, wealth optimization becomes the focus of the planning process. At Miller Financial Services we use a unique and disciplined values-based approach to help you make wise choices and to help ensure that your plan is focused on what you value. We break the planning process into four quadrants or phrases, each one representing one planning cycle: Clarity, Decisions, Results, and Confidence. No two people are the same. Why should a portfolio or financial plan be any different? Our process is second to none, and our motive is simple: Let's connect what is on your balance sheet with what is in your heart.Miller Financial Services - Northwestern Mutual Address
504 Libbie AvenueRichmond, VA