portrait of Todd Miller
FINANCIAL ADVISOR

Todd Miller

CEPA®
442 Marrett Rd Suite 2, Lexington, MA 02421opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Charitable Giving
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Intergenerational Planning

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Active Lifestyle
  • Astronomy
  • Hiking
  • Home Improvement
  • Scuba Diving

Team Members

  • Donna Antonellis
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(781) 860-8809

Fax

(877) 726-4440

Office Address

442 Marrett Rd Suite 2
Lexington, MA 02421opens in a new window

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