Miller Cook Lindsey LLC
Miller Cook Lindsey LLC
Invest in what’s important.
Invest in what’s important.
A Personal Financial Plan. Custom Investment Advice. Integrated Tax Preparation and Estate Planning. A Financial Advisor Team Aligned With Your Goals.
Financial Advisory Services
Financial Advisory Services
Miller Cook Lindsey has provided financial advice for retirees, executives, entertainment professionals, professional athletes, engineers, doctors, lawyers, divorcees, widows/widowers, LGBTQ community, real estate investment owners, foundations, and small business owners.
Financial Planning
Financial Planning
As your partner, understanding your goals lets us help you prioritize your financial decisions.
Estate Planning
Estate Planning
Let's define your legacy. We'll listen to your legacy goals and consolidate your life insurance policies, retirement plans and other information needed to fulfill them.
Investment Management
Investment Management
We strive to create personalized, diversified portfolios to help maximize returns and manage risk for your goals.
Tax Planning
Tax Planning
Taxes are one of life's largest expenses. We help with tax projections, planning, and even preparation of returns with our on staff CPA to help you make informed decisions.
Excellent Agents,
Outstanding Results
Excellent Agents,
Outstanding Results
All of our services are built with you as the focus. Check out how we can help you with your personal and professional financial planning
Our People
Our People
Our people are at the core of who we are and what we do. We’re made up of experts from a variety of backgrounds, including credit, technology, finance, marketing, business and real-estate development.