Retirement Consultations
Millennium Advisory Services has changed its name to HUB Investment Partners.
Financial Advisors from HUB Investment Partners are available to meet virtually to:
- Answer questions about your retirement account
- Discuss if you should consider moving your old retirement accounts to the current retirement plan contract
- Provide financial planning and be a resource to help you make decisions regarding your retirement accounts
Every Huntington employee has the opportunity to go through holistic financial planning sessions and receive a customized financial plan illustrating your goals. If you have a spouse or significant other, they are encouraged and welcome to attend as well.
These planning sessions are geared to help answer questions like:
- What changes should I consider making to my retirement plan based on my retirement goals?
- Am I saving enough to meet my retirement goals?
- Is my current investment strategy appropriate given what I am trying to accomplish?
Please use the link below to schedule your meeting.
You can also reach HUB’s scheduling team by filling out their scheduling form here or by phone at (877) 435-2489 and select option 1.
Posted By: Pamela S Rudy