Our Firm

Our Firm2018-10-22T09:35:43+00:00

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.

NO OBLIGATION, COMPLIMENTARY REVIEW

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.

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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: We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and New Millennium Group are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. AW01181169