Committed to Being in Your Corner
TurnKey Financial Partners is a woman-owned business and we pride ourselves on having patience and understanding, doing more listening than talking, and providing a level of service you won’t find with other advisors. It starts with having a holistic approach and looking at your entire financial picture. We believe it’s important to put in the time up front so that you will end up with a well thought out plan.
We’re even happy to offer advice on issues you are dealing with that aren’t necessarily finance-related. Whatever obstacles or opportunities that come your way, we’re here to help.
Additionally, we're proudly affiliated with Atlantic Wealth Advisors. AWA brings extensive experience in multigenerational wealth counsel and non-traditional, creative income strategies to the table.
Lizz Milardo
Founder/Investment Advisor
Lizz Milardo has over 30 years of experience in financial services, planning and insurance. She prides herself on being a collaborative, approachable and trusted advisor to all those she serves. She has a reputation for in-depth expertise and commitment to the needs of her clients. She believes in a holistic approach to financial services, and uses goal setting to help her clients achieve financial independence.
Lizz regularly educates on financial topics critical to women, small business owners and families, including retirement, social security financial independence, and estate planning.
Lizz believes in giving back to her community in ways beyond her professional pursuits. She has volunteered and held leadership positions, including the First Selectwoman of Haddam, CT from 2015-2019.
Stephanie Sargisian
Senior Client Service Associate
Stephanie is senior client service associate to Lizz Milardo. She has a paralegal degree and worked for several years as an estate planning and probate paralegal. In 2007, she transitioned to the financial services industry and obtained her FINRA Series 6 and 63 securities registrations in 2013.
Stephanie has two daughters and resides in Tolland with her husband, Dennis, and two dogs. She enjoys spending time with her family and outdoor activities, such as biking and kayaking.
Commonwealth Extended Teams
Our affiliation with Commonwealth Financial Network® gives us access to teams of investment research specialists, retirement professionals, and advanced financial planning specialists to help us better serve your needs. Use the links above to learn more about our support team.
