‘Welcome to the Family’

When clients onboard with us, that’s how we greet them … because that’s how we feel about them.

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We’re Big on Small

At Millennium Financial, we’re proud of our small, family-owned heritage and culture. With our team, you’re not a number; you’re a neighbor. We’ve been serving people in Watertown and the surrounding area since 1998 — and we’re only getting started.
 
Our values and independence allow us to fulfill our motto of “always do the right thing.” We believe in preserving assets and helping you pursue your dreams. We believe in personal service and personal attention. Most importantly, we believe putting our best foot forward means always putting you first!

Larry Keyes

President & Financial Professional

Brent Keyes

Vice President & Financial Advisor

Amanda Heuer

Office Manager

Lydia Schroeder

Office Assistant

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.