Nicholas E. Stern, CFP®

Nick Stern circle

As a millennial myself, I recognize and understand the challenges millennials face.  We are different than the generations before, and I get that.  The Millennial Concierge was created specifically for Millennials.  We offer budget friendly services to help our friends and clients make sense of their financial picture.  The Millennial Concierge will help find solutions to enhance your financial life, solutions that will not just address your investments, but encompass your entire financial picture.  Primary services we provide:

The Millennial Concierge is here to help and guide your through all the various financial pieces of your life and work with you in a way that fits your life.  Contact us today!  We look forward to hearing from you.