Greg Mills, Financial Advisor located in Sarasota, FL

Financial Advisor
Greg Mills

CFP®, CEPA®, AAMS®
5250 17th Street Suite 108, Sarasota, FL 34235opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Golfing
  • Baseball
  • Camping

Team Members

  • Leslie Franciosi
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(941) 371-4137

Fax

(877) 856-7817

Office Address

5250 17th Street Suite 108
Sarasota, FL 34235opens in a new window

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