Help Us Help You
Fill out one of our informational sheets before your first meeting so we can be well-prepared to serve your needs.
We’ve shared how we help. Now it’s your turn to
share how we can help you.
To make the most of your time and first meeting, please fill out the pertinent client information sheet below to tell us about your goals, concerns, family and current financial situation.
Once you have completed your informational sheet, you may send it to us by:
· Faxing: 413.513.2421
· Emailing: contactus@mfservicesinc.com
Click below to access our client sheet for Federal Employees.
Click below to access our client information sheet.
AEWM and Millennium Financial Services are not affiliated with the U.S. government or any governmental agency.
Ready to Visit?
Contact us today to start — or continue — building a strong financial foundation for the future with help from genuine people you know, trust and enjoy.