Todd Miller, Financial Advisor located in Lexington, MA

Financial Advisor
Todd Miller

CFP®, CEPA®, CRPS™
442 Marrett Rd Suite 2, Lexington, MA 02421opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Charitable Giving
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Active Lifestyle
  • Hiking
  • Home Improvement
  • Scuba Diving
  • Vintage Cars

Team Members

  • Donna Antonellis
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 07:00PM
Fri 07:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(781) 652-9573

Fax

(877) 726-4440

Office Address

442 Marrett Rd Suite 2
Lexington, MA 02421opens in a new window

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