Arky & Miller Financial Group, Llc
Financial Service
Why pick this one
Arky & Miller Financial Group provides values-based financial planning with CFP professionals, retirement strategies, estate planning, and special needs trusts.
Best for
- Values-based comprehensive financial planning
- Retirement income and Social Security strategies
- High-net-worth and ultra-high-net-worth financial planning
- Small business owners seeking financial guidance
- Families planning charitable giving or legacy strategies
- Families considering special needs trusts
- Clients seeking portfolio management based on risk tolerance, time horizon, and goals
Specialties
- portfolio management
- retirement strategies
- risk management
- estate strategies
- life insurance
- high-net-worth and ultra-high-net-worth financial strategies
- extended-care strategies
- education strategies
- Social Security strategies
- small business financial guidance
- charitable giving and legacy planning
- special needs trusts
- debt management
Certifications
- Certified Financial Planner (CFP) professionals
What makes them different
- Independent firm offering objective and unbiased financial advice
- Values-based planning focused on clients' goals, impact, and legacy
- Team includes Managing Partners George Arky, CFP, and Joe Miller, CFP, plus Partner Diane Bonner, CFP
- Offers financial strategies for high-net-worth and ultra-high-net-worth individuals
- Provides specialized planning for small business ownership and special needs trusts
Distilled from this business's own website.
Contact & Location
- Address
- 6320 Quadrangle Dr Ste 205, Chapel Hill, NC 27517-7815
- Phone
- 19199732041
- Website
- https://www.arkymillerfg.com
- info@arkymillerfg.com
Services
- comprehensive financial planning
- wealth management
- investment management
- retirement planning
- insurance planning
- estate planning strategies
- cash flow analysis
- financial education