Overview

Our identity at Milestone Financial is characterized by deep, meaningful, long-term relationships with clients. We ask good questions, really listen, and offer empathy, education, and expertise, with integrity - challenging our clients where appropriate – to help them live their best lives. We foster a workplace with a culture of teamwork and accountability, where employees can thrive, grow, and prosper. We are professional, clean, organized, well run, compliant, and profitable. Our firm principles are a late 40's CFP with 25 years of experience and a mid 30's CFA with 14 years of experience. We have successfully acquired 3 practices with very high retention and are happy to provide references.

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today

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