Dara McMillan

Registered Representative

Our mission is to provide directions for our clients in the area of insurance and investments.  It is our goal to help our clients achieve financial security which in turn helps give them a sense of confidence knowing that they can focus on other areas of their life.   We are a holistic financial resource for our clients for strategic goal setting, implementation and monitoring.   I have built relationships for 31 years based on trust, integrity, continual communication, prompt personal service, and competent financial guidance.  We look forward to working with you in helping you obtain financial freedom.

- Fixed & Variable Annuities

- Charitable Giving Strategies

- Disability Income Insurance

- Estate Conservation Strategies

- Education Funding 

- IRA Consolidation/Rollovers

- Long-Term Care Insurance*

- Life Insurance

-Disability Insurance

- Lump Sum Pension Distribution

- Medicare Supplement Coverage*

- Pension Payout Alternatives

- Pension Transfer/Rollovers

- Mutual Funds

- Term Insurance

- Universal Life Insurance

- Variable Universal Life Insurance

- Whole Life Insurance


*Some health insurance products offered by unaffiliated insurers.





Phone 919-755-3031
Fax 919-831-4589
Mobile Phone 336-906-1013