Dec 13, 2024
Greg Miller and associates are great to work with on financial goals. Greg took our portfolio and re-balanced it keeping some of my favorite stocks to put us into a better position for the future. He and his team are wonderful to work with and I recommend them without hesitation! If you are looking for a financial advisor who listens and is willing to work with you Greg is your man.
Mar 11, 2024
My wife and I met Greg at one of his estate planning seminars at the Natrona Heights Library in late 2023. He took care in listening to our needs and guided us in the appropriate protections concerning our estate. We then asked for a review of our financial situation as we were already retired for 6 years. He reviewed our current retirement investments and explained the pros and cons of what we had. He spent a lot of time listening to our needs, risk tolerance and financial hopes. Greg explained the investment alternatives and adequately answered our questions. It was obvious he had our best interests as a top priority. Changing financial advisors at our age is scary considering it's our life's savings but we believe Greg to be an excellent fiduciary and will act accordingly. We look forward to a great relationship with Greg.
Feb 28, 2024
My wife and I began working with Greg in 2019. He, along with James Shields, helped us set up our estate planning. At that time, Greg also became our financial consultant advising us how to invest our money in our retirement. Greg set up a balanced portfolio in which we are extremely happy with. He listens to what our concerns are and works to reach our goals and security. I have recommended Greg to several others and will continue to do so.
Jan 04, 2022
My wife and I switched from another financial advisor prior to retirement. Greg restructured our assets into a well-balanced portfolio and now, several years into retirement. we are comfortable with our financial future. Greg is very knowledgeable in the financial products area and listens to the needs of his clients. He provides easy to understand explanations of the products along with their pros and cons. Greg has always responded in a timely manner to our questions and requests for meetings.
Sep 24, 2021
My husband and I begin our association his Greg in 2003 about 5 years prior to our retirement while working with Jim Shields on our estate planning. At that time we had modest investments outside our company 401K's. At retirement Greg helped us through the rollover process and has been actively managing all accounts since that time. He has done amazing things to grow the accounts and secure a very comfortable retirement lifestyle.
Greg's primary focus is YOU. You can contact him at anytime about anything. He takes the time to answer all your questions and explains so you completely understand the issues, pros and cons.
After relocating out of state, Greg is still my advisor and will be forever.
I can't say enough good about him. Please give him a call. If he does half as good for you as he has done for me, you will be happy.
Sep 10, 2021
Our portfolio has done extremely well and Greg is available for
questions when they arise.
Sep 02, 2021
My wife and I attended a very informative seminar at the River Forest country club that was hosted Greg. He was very helpful with our estate plans. He arranged my retirement plan as well as our estate plans. We are very satisfied with his services.
Sep 02, 2021
I was a customer of a big financial institution for many years who just put all my assets into various mutual funds. After talking with Greg a few years ago about how he structures a balanced portfolio, I switched management of my portfolio to him. He totally restructured it and I couldn’t be happier. Plus Greg listens and is very responsive to his client’s needs.
Aug 30, 2021
We have been a client of Greg’s for years and have always been pleased with his personalized service, expertise, and effective communication. He is accessible, responsive, trustworthy, and an excellent proactive manager of our accounts.
Aug 14, 2021
We attended an excellent financial seminar at Northland Library - no hard sell, very informative. We met with Greg Miller a couple of times and discussed goals, risk tolerance, & expectations, as well as complete estate planning. He put together an entire estate plan, not a "cookie cutter" plan that just covered the financials. We've been very happy with the results. Greg has always been very responsive if I have questions. It's nice to know every thing for the estate is in one place.
Aug 11, 2021
Greg structured my portfolio for my specific needs. After changing from 100% mutual funds with a much larger firm, I am able to see my monthly performance. I like this transperancy that this change has offered. Developing a personalized portfolio of good company stocks along with some mutual funds has provided a healthy return during the last three years.
Aug 09, 2021
Having been a client of Greg's for several years, I can highly recommend his personalized and skilled services which have enabled me to live my retirement lifestyle without financial worry. One of the things that I especially appreciate is the ease with which I can contact him with any concerns or financial needs and his ability to communicate efficiently and clearly and take appropriate action as requested. (Source: Yelp)
Aug 09, 2021
Recently retired for just over a year, I had attended numerous financial consultant seminars hoping to find an adviser that would accommodate my desired need for investment counsel while engaging my personal inquiries for understanding of this new life change. Greg Miller emerged as the clear candidate displaying knowledge, trust and fiduciary integrity that has served my portfolio well while building a stronger relationship. (Source: Yelp)
Aug 09, 2021
I give Greg Miller a 5-star review representing "as good as it gets;" so far that is my opinion and review. I have found Greg to be a very effective adviser in many ways. I am particularly very pleased to never being sold any financial products that I am left wondering if he has a vested interest. The fees for managing my account and status of my accounts (so far very positive) are readily understandable and are sent to me monthly. Becoming a widow at age 62 I knew I needed to get my estate and financial affairs in order. Through my association with Attorney Tom Boris of the Elder Law Firm of Shields & Boris, I totally accomplished what I needed in connection with my estate work. Through that association, I came into contact with Greg Miller. I now feel that my estate and financial affairs are in good order for the present and for the future. There is never anything stressful in connection with meeting with my estate attorney and my financial adviser. I am very comfortable and feel secure; and I am very happy with my ability to have my questions asked and answered with ease. I appreciate that it is easy to get in touch with or to have calls returned quickly. I never doubt that my relationships are completely client-focused. My opinion is very positive, and I would not hesitate to provide a recommendation to someone in need of estate and financial planning. (Source: Yelp)
Aug 09, 2021
Greg Miller is certainly an extremely good Financial Advisor. He pays attention to detail and because of that we are receiving a good return. If we have any questions, whether big or small, he is always willing to listen and advise. Yes, we are elderly and are so thankful that we have a person we can trust. AND that's a good thing! We give him a 5-STAR! (Source: Yelp)
Aug 09, 2021
I have met Greg Miller through Thomas J Boris, who did my last will & testament. What a life saver he's turning out to be for my wife & I. His investments that he has made for us are first- rated. During COVID year of 2020, I expected to lose on some of my returns, but because of his sound investments he was able make my returns are the positive side. Yes, I would put Greg Miller on the highest recommendation. Five-star rating without a doubt. (Source: Yelp)
Aug 09, 2021
Greg Miller is a top-notch Financial Advisor who helps invest and grow your money like it were his. Greg looked over my dad's estate for many years and about two ago has begun overseeing my estate. The investments that he has made on my behalf have seen very nice return. I like Greg's sound conservative approach to investing, which will help with my retirement in the next 5 + years. I would highly recommend anyone to work with Greg and his staff. (Source: Yelp)
Aug 09, 2021
Greg Miller has been truly a valuable asset in planning our financial situation. . We have been with him for over 7 years and have not been disappointed in his advice. He respects and understands our aims and helps bring our goals to fruition. Not only is he trustworthy but also is caring about his clients well being. We would definitely recommend him to anyone looking for a change to maximize investments. (Source: Yelp)
Aug 09, 2021
I have been a client of Greg's for several years now. Prior to becoming a client, I had another financial adviser. I learned about Greg when I was working with an estate planner to complete my will, set up a trust, etc. At the time I was very satisfied with the young man who was my financial planner. I really wasn't looking to make any changes in that area, but I agreed to listen to Greg's proposal for the investment piece if my estate. His presentation made a positive impression on me so after much thought I decided to move my assets to Greg Miller and Associates. It was the best decision I could have made! I have watched my portfolio grow significantly and weather well the storms of the financial climate associated with the election and the ensuing pandemic. Greg is always available to answer my questions and explain anything I may not understand with regards to the market. He is knowledgeable, personable, and committed to serving his clients to the best if his ability. If you are looking for a financial planner who will listen to your needs and help you to maximize your wealth he is the man for you! He has helped me to be relatively worry free in my retirement. I would personally give him 5 stars for the job he has done with my portfolio! (Source: Yelp)
Aug 09, 2021
I have a fear of making financial investment choices because I lost a lot of my 401K dollars prior to my retirement 10 years ago. I met Greg Miller when making estate plans, and he has helped making choices with me that have continually grown my portfolio. I'm calm about my 401K now. He has removed the burden I was carrying. (Source: Yelp)
