At Milligan Financial Services, we are here to offer you a unique solution  offering financial and investment advise along with Tax and accounting help under one roof. Often financial advising is done in isolation from certified tax professional resulting in less than optimum tax savings and future growth.

Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.

We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.