Marc Miller

Managing Partner | Team Financial Partners | OneAmerica

Role: Partner at Team Financial Partners
Location: Redlands, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Marc Miller

As a Managing Partner we provide a full range of business solutions to our advisor partners. Our work with advisors helps them develop their practices in the area of personal and business financial planning through comprehensive Team Building. Our approach is centered on building long term relationships based upon integrity, trust and service and then working together to develop a plan to best serve our advisor and their clients\' needs today and for the long-term

Experience

Partner
Team Financial Partners
Oct 2004 — Present

Education

Brigham Young University
Business Administration and Management, General
1983 — 1987

Contact information

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Work email
m••••@tfpartners.net
Personal email
•••••@•••••.com
Direct dial
+19•••••••66

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Current company

Team Financial Partners

Financial Services · 22 employees · Corona, California, United States

Team Financial Partners was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided one of the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind. Our staff consists of experienced professionals with a \"hands on\" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, guide you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.*Securities offered through OneAmerica Securities, Inc, a Registered Investment Advisor, Member FINRA/SIPC. Team Financial Partners is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. Team Financial Partners is authorized to conduct life insurance and securities business in California (CA Insurance License # 06•••31) and may be licensed in other states. Team Financial Partners cannot conduct life insurance or securities business in states in which we are not licensed.

tfpartners.net

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About Marc Miller

Experience

Partner

Education

Brigham Young University

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