“Most financial firms are just selling products. That’s not what I wanted to do. I wanted to help people find their financial footing.”
Robbie Kinney has over a decade of experience helping clients build a solid financial foundation. He has helped grow MillCreek into one of North Florida’s most trusted advisor groups. He’s not interested in selling products, he wants to make sure you have the tools you need to make your dreams become a reality. It’s an approach that is deeply rooted in the MillCreek planning process.
“William and I had a similar vision. We wanted to be different. We wanted to guide people towards achieving their financial goals.”
Robbie helps guide you in every financial decision as part of a collaborative approach that will drive results. That means establishing a relationship that is built for the long term. Through your regular conversations, Robbie will come to know your aspirations and your limitations. Together, you’ll develop a plan that helps you reach your desired financial destination.
“Trust takes time to build and we look forward to that.”
For Robbie, the MillCreek approach has one key aim – bringing you financial confidence. He helps you find that by giving you a better understanding of your full financial picture than ever before.
“There are many folks we meet with who have never seen their finances all laid out in one place. It can be shocking to see the reality of where they actually are. That’s where we thrive though. We help you understand where you are and what direction to go to achieve your dreams.”
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian