COVID-19 Policy Update

Our business has been fully operational as we worked from home but...We are pleased to be back at the office!

For maximum safety Noel, Mike & Cheryl are staggering their hours at the office.

You will always find someone available during business hours: Monday through Friday, 8:30am to 4:30pm.

We offer many options for your questions and reviews:

Email note: we can answer general questions via email but due to a lack of security, we neither accept specific trading instructions nor send or receive confidential information by email.

We strongly encourage our clients to register for the Investia client portal. (link below) It offers a wealth of information and is a secure place for us to exchange sensitive documents and instructions.

You can also send us a message using the QUESTIONS button at the bottom right corner of this page.

We wish everyone good health, patience and stamina as we navigate this pandemic together.

Remember we stay apart now so that no one is missing when we get back together.

Milner Financial - helping you meet your financial goals.

Estate Protection

We know that protecting and providing for your loved ones is important to you. Whatever stage of life you are at we have products and strategies that will make sure that happens.

Wealth Accumulation

We are committed to understanding your financial goals and working with you to create a customized financial plan that meets your personal objectives.

Peace of Mind

Throughout our partnership, you’ll gain the confidence and trust that your dreams, your goals and the well being of your family are in the hands of competent, unbiased professionals.

access for our clients

Investia's exclusive client portal link below provides you with easy and secure access to :

Log into
Client Portal