Investment Services

The personal attention your goals deserve.

Whether you’re just starting to plan for tomorrow’s major milestones, or if it’s time to make sure you’re on track, count on the experienced investment professionals at Mill City Investment Services for the individualized guidance you need.

Each of our investment professionals brings many years of experience to work for you. They’ll conduct a thorough analysis based on your needs, then offer sound financial recommendations to help you reach your short-term and long-term goals.

Professional advisors can help with these goals and more:

  • College planning
  • Estate planning
  • Asset allocation
  • Insurance planning
  • Retirement planning
  • Tax planning
  • Long-term care and disability
  • Life insurance

Your individual investment goals may include:

  • Mutual funds, bonds, common stock
  • Roth, SEP, simple/traditional IRAs
  • Coverdell Education Savings Accounts and 529 Plans
  • Brokerage accounts
  • Variable annuities

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Trade orders can not be accepted utilizing the email system.

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Investments are • Not NCUSIF insured • May lose value • Not credit union guaranteed • Not a deposit • Not insured by any Federal Government Agency.

Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

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