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Work Experience
N/A
Nov 2020 - Present · 4 years and 1 months
N/A
Jun 2017 - Nov 2020 · 3 years and 5 months
N/A
May 2016 - Aug 2016 · 3 months
Company Details
The professional team at Miller, Bales & Company, P.C. is dedicated to providing superior service by helping our clients safely and profitably navigate the financial side of life. Our firm offers a wide range of wealth management, accounting, tax and insurance services to meet the needs of the business owners, professionals, and individuals whom we are proud to serve. We help our clients reach their financial objectives by listening to their goals, formulating strategies to help them reach those goals, and continually monitoring the current financial landscape and business trends to ensure their present day needs and goals for the future are equally fulfilled. Securities offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.
Year Founded
2009
Social Media
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Industry
Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance, Accounting Services
HQ Location
1603 Chapel Hill Road Suite 203 Columbia, MO 65203, US
Keywords
AccountingTaxWealth Managementwealth managementinvestment advisoryinvestment advisory servicestax servicescetera investment servicestrading and technologyestate management documents
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