MEET NEW MILLENNIUM GROUP

New Millennium Group is a company with years of experience helping to provide our clients and their families work toward financial independence through security, performance and personalized service. Our team of financial professionals, led by Derek Overstreet, truly cares about helping you make your financial dreams come true. We believe in building personal relationships with our clients while helping you understand your financial picture and the strategies that can help you retire successfully. We focus on helping protect you from risk while offering strategies that aim to ensure that you never outlive your money.

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Personalized Client Service

From the moment you’re welcomed at our door, you’ll feel the difference. New Millennium Group is your local investment advisory firm, providing independent wealth management and insurance services.  We work toward helping retirees pursue financial freedom. We strive to lead with excellence: From our comprehensive financial analysis to timely and thoughtful communication, we’re committed to serving you and your family. You will always have a dedicated point of contact providing personalized attention and making sure that your questions are answered.

Your Interests First

Our idea of a successful retirement is one where you can enjoy lifelong financial independence with the people you love. We work with our clients to help build customized retirement plans for them that strive to help them save, invest and accumulate their assets while potentially minimizing unnecessary risks and fees. Our team of financial professionals takes the time to get to know you, communicates clearly and guides your retirement through the years. It’s also important to note that we are fiduciaries, which means we’re bound by law to put your best interests first. We work directly for you and that allows us to do our best to help optimize your financial outcomes.  You come first.

Experienced Advisors

We’ve been providing families like yours with a friendly, informational experience for years as we help guide them through insurance and financial planning. Our veteran advice strives to help you make decisions regarding the protection and accumulation of your assets. We work with many insurance and investment companies, each of which offers a range of options. This allows us to present you with highly customized investment plans tailored to your specific financial needs and goals.

Helping You Make Informed Decisions

Trying to plan for financial independence that lasts for the rest of your life can appear intimidating. With so much uncertainty and change in today’s fast-paced markets, it’s hard to know what the world will look like in five, ten or twenty years. We can help you decipher your long term financial needs and personal goals, then create a plan to help put you on track to getting there. We take pride in helping you gain confidence in your tomorrow, so you can enjoy financial independence today.

New Millennium Group, LLC BBB Business Review

Telephone:

Salt Lake City: (801) 446 9950
St. George: (435) 574 5610

Email: service@nmutah.com

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Our Location
Sandy Office:

10050 South State Street Sandy, UT 84070


Satellite Location
St George Office:

20 N Main Street Suite 304 St George UT 84770

Disclosure: New Millennium Group is a registered investment advisor located in Utah. New Millennium Group and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which New Millennium Group maintains clients. New Millennium Group may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. New Millennium Group’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of New Millennium Group’s web site on the Internet should not be construed by any consumer and/or prospective client as New Millennium Group’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. For information pertaining to the registration status of New Millennium Group, please contact the SEC, FINRA or the state securities regulators for those states in which New Millennium Group maintains a filing. A copy of New Millennium Group’s current written disclosure statement discussing New Millennium Group’s business operations, service, and fees is available from New Millennium Group upon written request. New Millennium Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to New Millennium Group’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Certain portions of New Millennium Group’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, New Millennium Group’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. New Millennium Group is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

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