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Helping you prepare for all stages of life.

Our dedicated team of experienced professionals are committed to guiding you through the intricacies of long-term investing, seeking that you have a comprehensive understanding of the strategies and opportunities available to you. With our personalized approach and proven track record, we are here to support you in pursuing your financial goals and working toward a prosperous future.

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Serving the Southern california Area Since 2004

With offices in both Riverside and Orange County, The Milazzo Group has been dedicated to serving the southern California region for twenty years. Our team focuses on building a holistic wealth management approach, combining personalized investment and retirement strategies with dedicated support and resources for individuals, families, and business professionals. When you choose the Milazzo Group, you're not just choosing a financial services firm – you're choosing a partner who genuinely cares about your future. Our passion for helping individuals pursue their long-term goals drives us to continuously strive for excellence in all that we do.

InvestmentS

InvestmentS

Our team of experienced professionals are well-versed in the latest market trends and investment opportunities, allowing us to provide you with informed recommendations tailored to your specific needs.

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Retirement

Retirement

We take the time to understand your unique goals and aspirations, helping you create a retirement plan that aligns with your personal values and lifestyle.

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Financial Planning

Financial Planning

Understand your short and long-term goals through dedicated financial planning and pave the way for a brighter financial future.

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Featured Resources

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.
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Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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Social Security Fairness Act's New Chapter

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
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Our financial professionals

Nick Milazzo

Nick A. Milazzo, CFP®, MBA, CMFC®

LPL Financial Advisor

nick.milazzo@lplfinancial.com

Eric Barrett

Eric Barrett, MBA, AWMA®, CPFA

LPL Financial Advisor

ebarrett@lplfinancial.com

Judd Tongprajiad

Judd Tongprajiad, MBA, CPFA

LPL Financial Advisor

judd.tong@lplfinancial.com

Natalie McPhillips

Natalie McPhillips

Sr. Administrative Assistant

natalie.mcphillips@lplfinancial.com

Paula Polley

Paula Polley

Client Service Associate

paula.polley@lplfinancial.com

Talk to our team

Together, let's navigate the ever-changing landscape of wealth management and build a solid foundation for all stages of life. Contact us today to schedule a consultation. 

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