Allegacy Investment Group

Ralph Miller, Financial Advisor

"Listening, learning and planning are the three steps we can take together to give you more control while making smart financial choices. My role as ‘problem solver’ is to inform and guide you through the maze as life’s many changes occur."

Active Securities Licenses (Series 7, 24, 63 and 65/66) and Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS), our broker dealer
Life and Health Insurance Licensed
Long-Term Care Insurance Licensed
M. Ed. from University of Virginia (VA), B.S. from N.C. State University (NC)
More than 18 years experience in investment planning

Areas of expertise include:
Income Management Retirement Planning IRA and ROTH strategies Life Insurance (including disability) 529 College Education Planning	401(k) Rollovers Mutual Funds Brokerage Selection and Management Estate Planning

Contact me by email at rmiller@allegacyfcu.org or by phone 336.774.3704 / 800.782.4670 ext. 3704.