Milestone Asset Management Group
Milestone Asset Management Group is a leading provider of Retirement Planning and Investment Management Services with a reputation for quality and honesty throughout Avon, CT and the surrounding areas. Milestone Asset Management Group never sacrifices the best interests of the clients in favour of what is quickest or easiest. No project is too big, and no project is too small for Milestone Asset Management Group. You will find Milestone Asset Management Group to be reasonably priced with close attention to the details of each and every project that we are involved with. Call (860) 891-3139 to request a free quote!
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Retirement Planning
- Tax Planning & Preparation
- Investment Management
- Estate Planning
- Social Security Timing
- Pension Maximization
- Flat-Fee Planning
Sentiment Analysis
I met with Michael several more times over the next few months and was very comfortable moving my retirement accounts to Milestone..
I consider Mike as an advisor extraordinaire; who goes above and beyond to create financial strategies to help his clients.
Mike constantly watches over our investments, making changes and improvements to bring the maximum benefits to our portfolio while reducing risk for us.
Michael is a good coach many times I wanted to bail be he kept me steadfast
Some more significant than others but no matter how crazy the world gets, with your guidance, our financial future is secure.
Milestone is all of the above: Good quality, good value, professional and responsive.
When we first met Mike for a review of our investments, we were impressed with his unique approach to personal investing.
Even though I knew very little about investing, Michael had the heart of a teacher and took his time explaining everything and answering all of my questions.
His attention to my individualized portfolio and our one on one meetings quarterly are just the kind of service I was looking for.
In our experience with financial advisors, he is in a class by himself; the consummate professional!
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