Matthew Carter

We work with financial advisors, insurance agents, financial planners, and registered investment advisors. Our team provides marketing support, advanced planning consultation, back-office assistance, top-notch underwriting, and many other services. We have longstanding relationships with over 50 of the nation's top insurance carriers. This allows us to shop those carriers to find the right product for your clients' unique needs. By partnering with The Milner Group, you can be confident that your clients’ needs will be taken care of and with nearly 60 years of excellence supporting your practice we free you up to spend more time on the things that matter most. You want to leverage your time and increase the value you bring to your clients.