Millenia Investments LLC

Millenia Investments LLC A close knit team of professionals who deliver personalized service and honest financial advice. Let's connect today! We are here to serve!

Let us work with you to create a vision of your financial future. As a team of professionals we strive to deliver personalized service and honest financial advice by getting to know what is important to you, our client. By doing so we are able to bring your financial goals into reality's perspective. What can begin as a brief conversation or a short visit to our office can turn into a lasting rela

tionship as we reach your long term financial goals together. Whether you are ready to dive right in or have further questions please give us a call or shoot us an email. DISCLAIMER: For disclosures please visit our website. https://www.milleniallc.com/
Third party comments may not be representative of all customer experiences.

📅 Tax Reminder: Your second-quarter estimated tax payment is due June 16, 2026.If you're self-employed or receive income...
06/15/2026

📅 Tax Reminder: Your second-quarter estimated tax payment is due June 16, 2026.

If you're self-employed or receive income not subject to withholding, don't wait until the last minute to review your payment. Missing or underpaying estimated taxes may result in penalties.

As always, we are not tax professionals and encourage you to consult your tax, legal, or accounting advisor regarding your specific situation.

Please join us in celebrating one of our Associate Advisors, Ries Moredock, on his 3-year anniversary with Millenia Inve...
06/12/2026

Please join us in celebrating one of our Associate Advisors, Ries Moredock, on his 3-year anniversary with Millenia Investments! 🎉

Ries’ attention to detail, willingness to help others, and dedication to serving our clients make him an invaluable part of our team. Whether he’s supporting clients or collaborating with colleagues, he consistently brings a thoughtful and dependable approach to everything he does.

We’re grateful for all of Ries’ contributions over the past three years and look forward to many more ahead. Congratulations on this milestone, Ries! 👏

☀️ Summer is the season everyone looks forward to but it can quietly drain your bank account if you're not paying attent...
06/11/2026

☀️ Summer is the season everyone looks forward to but it can quietly drain your bank account if you're not paying attention.

The good news? A few small shifts can make a BIG difference. Whether it's cutting your energy bill, traveling smarter, or finally clearing out the closet, your money can work just as hard as you do this season.

Save this post and come back to it all summer long.

Which tip are you trying first? Drop it in the comments!

06/10/2026

We asked our advisors: What’s one financial habit people should focus on for the rest of the year?

Comment below one financial habit you’re committed to improving before year-end! 👇

📚 Reminder for families planning for college:The FAFSA (Free Application for Federal Student Aid) deadline is June 30, 2...
06/09/2026

📚 Reminder for families planning for college:

The FAFSA (Free Application for Federal Student Aid) deadline is June 30, 2026, for the 2025–26 academic year. Whether you're an incoming freshman or a current college student, completing the FAFSA can help you access federal grants, subsidized loans, and work-study opportunities.

Even if you don't think you'll qualify for financial aid, it's worth applying. Many families are surprised by the assistance available to them.

Need help incorporating college funding into your overall financial plan? Reach out to us! We'd be happy to help.

Yeehaw! 🤠🍩Today we celebrated two of our favorite things: National Donut Day and Western Spirit Day!Our team traded busi...
06/05/2026

Yeehaw! 🤠🍩

Today we celebrated two of our favorite things: National Donut Day and Western Spirit Day!

Our team traded business attire for boots, hats, and Western wear while enjoying some delicious donuts along the way.

Tell us your favorite donut flavor below! ⬇️

Your finances called and it's time to pick up. 📲June is here, which means now is the perfect time to pause, check in, an...
06/04/2026

Your finances called and it's time to pick up. 📲

June is here, which means now is the perfect time to pause, check in, and make sure your money is working as hard as you are.

Swipe through for 5 key areas to review before the year gets away from you 👉

06/03/2026

So… call us maybe? 📞

If retirement planning or securing your financial future has been on your mind, call us at 636-777-7780 and let’s start building your future together!

Happy Birthday to our Associate Advisor, Jordan Lamantia! 🎉We’re grateful for the positive energy, understanding, and su...
06/01/2026

Happy Birthday to our Associate Advisor, Jordan Lamantia! 🎉

We’re grateful for the positive energy, understanding, and support Jordan brings to our team and clients each day. His helpful attitude and genuine care for others make a lasting impact, and we’re thankful to have him as part of the Millenia family.

We hope you have an amazing birthday and enjoy celebrating your special day! 🎂🎈

🎓 Happy 5/29 Day!Today is National 529 Education Savings Day! A reminder of the importance of planning ahead for future ...
05/29/2026

🎓 Happy 5/29 Day!

Today is National 529 Education Savings Day! A reminder of the importance of planning ahead for future education expenses. A 529 plan is a flexible, tax-advantaged way to save for qualified education costs, including tuition, books, room and board, technology, and more.

Whether you’re saving for a child, grandchild, or loved one, starting early can help make future opportunities more attainable. Even small contributions over time can make a meaningful impact. 📚✨

If you’d like to learn more about how a 529 plan could fit into your financial goals, our team is here to help.

Address

16100 Chesterfield Parkway West, Suite 165
Chesterfield, MO
63017

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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