📢 Don’t Miss Out! Join the advisors at Millenia Investments for an insightful Equity Market Update and Year-End Proactive Tax Planning for 2025 Webinar and invite your friends and family to join too! This event is open to everyone. 🗓 When: Wednesday, November 19th 🕛 Time: 12:00 PM – 1:00 PM CST 💻 Where: Zoom Our advisors — Stephen Serati, Samantha Estrada, Jordan Lamantia, and Ries Moredock will share key market updates, proactive tax planning strategies, and opportunities to strengthen your financial plan before the year ends. ✨ Reserve your spot today! Register here: https://lnkd.in/gsK__-7a Once you register, you’ll receive a confirmation email with your unique Zoom link. Don’t miss this opportunity to wrap up 2025 feeling confident and prepared!
Millenia Investments LLC
Financial Services
Chesterfield, Missouri 93 followers
Delivering personalized service and honest financial advice by getting to know what is important to our clients.
About us
We invite you to discover and experience the power of our services. At our firm, we work as a close knit team and we treat one another as family. We believe it has far-reaching benefits for our clients to have access to several sources that all communicate with one another. Our passion is to connect with our clients and invite your family into ours. We realize that no one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. Disclaimer: Third-party comments may not be representative of all customer experiences. Please visit our website for important disclosures.
- Website
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http://milleniallc.com
External link for Millenia Investments LLC
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Chesterfield, Missouri
- Type
- Partnership
- Founded
- 2002
Locations
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Primary
Get directions
16100 Chesterfield Pkwy W
Suite 165
Chesterfield, Missouri 63017, US
Employees at Millenia Investments LLC
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Alex King, aPHR, FPQP
Culture and Operations Manager at Millenia Investments LLC
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Jordan Lamantia
Associate Advisor | Millenia Investments LLC
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Stephen Serati
President of Millenia Investments LLC | Entrepreneur | Mentor | Visionary | Change Agent
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Samantha Estrada, BFA
Registered Principal & Executive Manager | Osaic WForum Visionary | Empowering Teams, Elevating Client Experience
Updates
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We pause today to honor and thank our nation’s veterans for their service, courage, and dedication. ❤️🤍💙 #VeteransDay
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Please join us in wishing a very happy birthday to our amazing Office Manager and Client Specialist, Alex King, aPHR, FPQP! Alex keeps everything running smoothly and brings so much care, kindness, and positivity to our team and clients every single day. We’re so grateful for all that you do! We hope your day is filled with celebration and all the things you enjoy most! 🎂🎈
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November is National Family Caregiver Month — a time to recognize the everyday heroes balancing work, life, and caregiving. 💙 ➡️ One in five Americans is a family caregiver, often juggling a full-time job alongside helping a loved one with essential daily tasks like cooking, transportation, and medical care. Yet nearly half of family caregivers receive no formal support, and many face emotional, physical, and financial strain. Take a moment this month to: Thank a caregiver in your life 💬 Share resources that offer help 🤝 Remind caregivers they are not alone 🌟 Caregiving is an act of love, and every act of love deserves recognition. ❤️ (SeniorLiving.org, 2025) #NationalFamilyCaregiversMonth
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💙 Did You Know? 💙 Curious about recent updates that could impact charitable giving starting in 2026? See below to learn more! 👇 #CharitableGiving
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🎉 Please join us in wishing a very Happy Birthday to our president and leader, Stephen Serati Steve’s leadership, vision, and dedication continue to guide and inspire our team at Millenia Investments. We’re grateful for all that he does each day to serve our clients! We wish you a fantastic day of celebration and a wonderful year ahead! 🎂🎈👏
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📣 Join the advisors at Millenia Investments for an insightful Zoom webinar on Wednesday, November 19th, from 12:00PM–1:00PM CST! We’ll review the latest equity market trends and share proactive tax planning strategies to help you prepare for year-end and the year ahead. 💼 Hear from Stephen Serati, Samantha Estrada, Jordan Lamantia and Ries Moredock as they discuss: - Key developments and outlook in today’s markets - Strategies to help minimize your 2025 tax liability - Opportunities to strengthen your financial plan before year-end 📅 Don’t miss out — the link to register is attached! 👉 Be sure to share with family and friends who may benefit from this discussion! https://lnkd.in/gsK__-7a
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Celebrate the season with joy, not debt. 🌲 A little holiday budgeting now can make a big difference for your celebrations and your New Year goals. Let’s make this the season we stay smart, save big, and savor every moment. #HolidayBudgeting #MoneyMindset #MilleniaMinute #SmartSpending #CelebrateSmart
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👻 The Millenia Investments team got a little spooky this year! We channeled our inner Addams Family for Halloween and if you look closely, you can even spot Steve’s hand making a cameo as Thing! 💀🖤 #AddamsFamily #HappyHalloween
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Join us in wishing a very Happy Birthday to our executive assistant, Erin Alderson! 🎉 We hope your day is filled with celebration, laughter, and plenty of cake. Enjoy your special day! 🎂
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