Services

Trading and Investing

Allied Millennial Partners is an independent financial services company headquartered at Three World Financial Center in New York City. In 2016, we made rigorous advancements in technology, training, and compliance in order to deliver an elite client experience. Our services range from individual equity investments, total portfolio solutions, insurance, and investment banking. Our dedicated professionals utilize their financial expertise to provide clients with the utmost service that aligns with their needs. Partnered with Millennial Advisers, we are the next generation of independent advisors.

Insurance Services

Whether you're looking for short term reassurance or life-long coverage, we will find the right insurance contract for you; there are options to cover final expenses, debts, mortgages, and the needs of your loved ones.

Property and Casualty (P&C) Insurance

Every portfolio, every business and every asset you own is exposed to risk; a property and casualty (P&C) insurance program will help properly secure the financial outlook you build here with our team at Allied Millennial Partners. To find the right type of property and casualty policy for you, we will work with you to identify and assess your unique risks. Markets and businesses are constantly changing, and with it, your risk exposure. Your relationship with Allied Millennial Partners will ensure opportunities to constantly review and update your property and casualty insurance program.

Investment Banking

We work with companies that seek experience from an investment bank that will guide them through their unique industry landscape—from acquiring a new business to raising capital. Our investment banking professionals can design a strategy that meets your ambitions.

Corporate Finance

• Products
• Industries
• Mergers and Acquisitions

We provide investment banking relations with financial partners who can execute strategic and dynamic financial designs that can further capitalize your assets.

Wealth Management

Through our affiliate, Millennial Advisers, an SEC Registered Investment Adviser, we continuously work with our clients and strive to evaluate their needs, including the review of current holdings, short- term and long-term goals, and overall corporate needs to develop the most suitable approach for each portfolio. We work to with our clients to help them achieve their goals in the present, and set a solid foundation for the future. Whether it be planning to buy a home, preparing for your children’s education, or making sure you are prepared for retirement—we are working for you

Five Levels: Our Goals

• 1. Evaluating client needs: We seek to thoroughly understand the client and their relationships by gathering key documents and evaluating their various wealth vehicles and holdings.



• 2. Analyzing, evaluating, and developing recommendations: We then analyze the client’s various financial statements, assets, and strategies including the interactions with the client’s advisors and other financial professionals.
  
  
• 3. Advise, explain, and implement: Through presentations and discussions, we introduce our recommendations to the client including any relevant issues and assess the client's current market knowledge.
  
  
• 4. Tactical Awareness: We remain current with a variety of environmental and situational impacts that could potentially impact our client's financial goals and adjust our approach to better achieve those objectives.
  
  
• 5. Professional responsibility: Compliance with regulations, including appropriate registrations, adherence to ethics that apply to product decisions, and client service, is paramount to our team.

Small Business Planning

It is as important to invest FOR your business as it is to invest IN your business. Whether you need to manage your startup capital or the money your business has already made, there is a strategic solution and our Registered Representatives are here to help. Meet your investors halfway in the beginning or keep them happy in the future. Take some of the stress out of entrepreneurship.