meet the team

Millar Financial Group is an independent Registered Investment Advisor and Financial Planning firm located in Fremont, California, in the San Francisco Bay Area.

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Check the background of this firm on FINRA's BrokerCheck

eVENTS

November 22-23, 2018:

Our office will be closed in observance of Thanksgiving.

December 24-25, 2018:

Our office will be closed in observance of Christmas.

December 31, 2018 - January 1, 2019:

Our office will be closed in observance of New Years.


NEWS

  • Ten Year-End Tax Tips for 2018. Click here to learn more.

  • How Can I Protect My Personal and Financial Information From Credit Fraud and Identity Theft? Click here to learn more.

  • How Can I Safely Shop Online This Holiday Season? Click here to learn more.

  • The 2019 Medicare Open Enrollment Period is just around the corner. Click here to find out this year’s deadlines.

  • What are the new rules for 401(k) hardship withdrawals? Click here to learn more.

  • Should I enroll in a health savings account?  Click here to learn more.

  • Can the federal funds rate affect the economy? Click here to learn more.

  • Buying a home can be a major expenditure. Fortunately, federal tax benefits are still available, even after recent tax reform legislation, to help make homeownership more affordable. Click here to learn more.

  • The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses. Click here to learn more about some of the significant changes.

  • If you receive Medicare, you will be getting a new Medicare card in the mail. Click here to learn more.