Milestone Asset Management Group

You Create Your Milestones. We Help You Achieve Them.

Headquarters Financial Advisers in Avon, CT

About

Milestone Asset Management Group is an independent Financial Planning Company, which means we do not have any proprietary products to sell you or sales goals to hit, in other words no agenda. Our mission is to help you create a wealth management strategy that effectively addresses your unique goals. With over 16 years of experience in the industry, we are confident that we are the best firm available for managing and preserving your hard earned wealth. We focus on you and the unique set of circumstances you and your family face. We will work with you to identify your personal needs and values, then implement and monitor a plan designed to help you pursue financial independence. We understand that you have a choice when selecting a Financial Planner. At Milestone, the foundation of our company is built on loyalty, trust and client satisfaction. Our clients are our family, we are their trusted financial partner for life, and we work very hard for them.

Headquarters
302 W. Main St. Ste. 206B Avon, CT 06001

Answers

Q&A
Asked by Judy
Answered by Martin A. Smith
CRPC®, AIFA® in Bowie, MD
Hi Judy, The best way to find CD rates is to contact a financial advisor who can provide you with a list of CDs with financial institutions (banks and brokerages) t...
Q&A
Asked by Brady
Answered by Martin Leclerc
Financial Adviser in Bryn Mawr, PA
A pre-tax contribution is the amount taken from your gross wage and placed into your 401k account before taxes have been deducted. By making pre-tax contributions, you...
Q&A
Asked by Erin
Answered by Michael Mezheritskiy
Financial Adviser in Avon, CT
Good morning Erin.Thank you for your question. Once you leave your company, you forfeit any options that you did not vest in. however options that you are vested for a...
3

Specialties

  • Bonds & Fixed Income
  • Business Planning
  • Commodities
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

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