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.

Please join us in celebrating our Executive Manager, Samantha Estrada, on her 9-year anniversary with Millenia Investmen...
07/17/2026

Please join us in celebrating our Executive Manager, Samantha Estrada, on her 9-year anniversary with Millenia Investments! 🎉

Over the past nine years, Sam has been a driving force behind our team, helping guide our firm's growth while building lasting relationships with the clients and families we serve. Her leadership, dedication, and genuine care for both our clients and team have made a meaningful impact on Millenia and the people around her.

We are incredibly grateful for all she has contributed throughout the years and look forward to everything that's still ahead. Thank you for your commitment, leadership, and the positive difference you make every day.

Congratulations on this incredible milestone, Sam! 👏

07/15/2026

We challenged our financial services team with a question they definitely weren’t expecting… 👶😂

What finance term would you name your baby? Drop your best answer in the comments! 👇

What does financial independence mean to you?For some, it's retiring on their own timeline. For others, it's having the ...
07/14/2026

What does financial independence mean to you?

For some, it's retiring on their own timeline. For others, it's having the flexibility to travel, spend more time with family, pursue a passion, or simply feel more confident about the future.

The path to financial independence looks different for everyone, but it often begins with setting goals, building healthy financial habits, and creating a plan that supports the life you want to live.

Swipe through for a few reminders about what financial independence can look like and the small steps that can help you work toward your goals.

If you'd like to discuss your financial goals, we're here to help.

Summer jobs can be the perfect opportunity to start building lifelong financial habits.If your kids are earning income t...
07/10/2026

Summer jobs can be the perfect opportunity to start building lifelong financial habits.

If your kids are earning income this summer, now may be a great time to explore a Custodial Roth IRA.

Whether they contribute their own earnings or you help them get started with a gift, a Custodial Roth IRA can be a smart way to introduce the power of tax-advantaged savings.

Have questions? We'd be happy to help! Reach out to schedule a meeting, and we'll walk you through:

✔️ The pros and cons of a Custodial Roth IRA
✔️ How custodial accounts work
✔️ When your child can take control of the account

Keep in mind: To qualify for the tax-free and penalty-free withdrawal of earnings, a Roth IRA must satisfy the 5-year holding requirement, and withdrawals generally must occur after age 59½. Tax-free and penalty-free withdrawals may also be available under certain other qualifying circumstances. Additionally, the original Roth IRA owner is not required to take minimum annual withdrawals.

Please join us in wishing Tony Arnold a very Happy Birthday! 🎉We hope your day is filled with happiness, celebration, an...
07/08/2026

Please join us in wishing Tony Arnold a very Happy Birthday! 🎉

We hope your day is filled with happiness, celebration, and all the best in the year ahead. Thank you for being part of the Millenia family. We wish you continued success and a fantastic year ahead!

Happy Birthday, Tony! 🎂🎈

📈 Stay informed this summer!You're invited to join the advisors at Millenia Investments for our 2026 Mid-Year Economic S...
07/07/2026

📈 Stay informed this summer!

You're invited to join the advisors at Millenia Investments for our 2026 Mid-Year Economic Summit. Whether you're a client or simply interested in what's happening in the markets, we'd love to have you—and feel free to invite your family and friends!

🗓 July 15, 2026
🕑 2:00–2:30 PM CST
💻 Live on Zoom

Our advisors, Stephen Serati, Samantha Estrada, and Jordan Lamantia, will discuss:
• A mid-year market and economic update
• Interest rates, inflation, and current market trends
• Tax planning opportunities for the remainder of 2026
• Navigating volatility with a long-term perspective

Don't miss this opportunity to gain timely insights and practical information to help you make informed financial decisions.

👉 Register here:
https://us06web.zoom.us/webinar/register/WN_Yk_kFdG6SUKteBn6x7vC4A

After registering, you'll receive a confirmation email with your personal Zoom link.

We hope to see you there!

❤️🤍💙 Happy Fourth of July! ❤️🤍💙Today is extra special as we celebrate 250 years of the United States and honoring our na...
07/04/2026

❤️🤍💙 Happy Fourth of July! ❤️🤍💙

Today is extra special as we celebrate 250 years of the United States and honoring our nation's history, freedom, and the opportunities that continue to inspire generations.

From all of us at Millenia Investments, we wish you a safe, joyful, and memorable Independence Day spent with family and friends. Happy 4th of July! 🎆

Our office is closed today, Friday, July 3rd, in observance of the Independence Day holiday. We will reopen on Monday, J...
07/03/2026

Our office is closed today, Friday, July 3rd, in observance of the Independence Day holiday. We will reopen on Monday, July 6th, at 8:30 AM CST.

Please note that the U.S. stock market is also closed today.

We hope you enjoy a safe, relaxing, and memorable holiday weekend surrounded by family and friends. Have a wonderful Fourth of July weekend! ❤️🤍💙

Join us in congratulating our newest team member, Zach Judson, on passing his Series 7 exam!Since joining Millenia Inves...
07/01/2026

Join us in congratulating our newest team member, Zach Judson, on passing his Series 7 exam!

Since joining Millenia Investments as our Client Service Specialist, Zach has already demonstrated a strong commitment to learning and professional growth. Passing the Series 7 is a significant milestone on his journey toward becoming a financial advisor, and we couldn't be more excited for him.

Congratulations, Zach! We can't wait to see what's ahead. 👏

07/01/2026

Come on Serena, you can do this!!!

Shoutout to our amazing financial advisors for all the hard work and care they give our clients each and every day.

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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