Milestone Asset Management Group / Financial Advisor in Milford, Connecticut

Milestone Asset Management Group is a Fee-Only wealth management firm with over a combined 40 years of financial experience, based in Avon, with an office in Milford, CT, that offers Financial Planning and Wealth Management services with a focus on small business retirement plans and independent professionals & their families. At Milestone Asset Management Group, we believe that at the root of every goal lays a comprehensive financial plan that must be monitored and adjusted along the way. Financial planning, pulls all your finances together, organizing them and making management easier and more effective. The more you understand and better manage your wealth, the more likely you are to achieve your goals and dreams. We use a client-centric process, focused on pursuing specific milestones we create together. Our Comprehensive planning process is designed to help identify your needs, implement your strategy and monitor it regularly allowing you to stay on course.

Specialties

401K Consulting 401k Rollover 403B Plans Advisory And Investment Management Asset Protection Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Debt Management Estate Planning ETFs Family Financial Planning Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Independent Investment Advisor Investment Consulting Investment Management IRA Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Stocks Wealth Management Women's Issues Young Investors
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