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Milestone Asset Management Group
- Financial Services
- Avon, CT
About this business
Milestone Asset Management Group is a Fee-Only wealth management firm headquartered in Avon CT and Milford CT, that offers Financial Planning and Wealth Management services with a focus on small business retirement plans and independent professionals & their families.
Location details
302 W Main St Suite 206B, Ste 206B, Avon, CT, 06001, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I attended a free session hosted by Mike from Milestone, and was impressed with his knowledge, professionalism and easy going style. This led to two follow-up lab sessions (one remote, and one in person) where I was thoroughly impressed by the detail, candor, creativity and insights Mike was able to provide in his no-pressure approach.
I recently attended a free retirement seminar where Michael provided very helpful information. I then set up a one hour discovery session with Michael where he took the time to share more information and look at certain scenarios at a high level for my specific situation. All without a cost to me and he wasn’t trying to sell me anything either. He has been honest and transparent with me. I truly appreciate that he has taken the time free of charge to sit down with me and for his honesty.
A couple of years ago, I decided to launch my own digital agency business. I grappled with retirement, what retirement looked like for me, and decided that I did not want to retire at 64. At the time, I was 55 years old with some retirement. I decided to invest in myself and closed my 401K. Yes, it's risky, but I believed in myself. I wanted to build a viable digital agency supporting customers who needed help with digital advertising – demystifying digital and how to leverage digital advertising and data to reach their cust... read more
I consider Mike as an advisor extraordinaire; who goes above and beyond to create financial strategies to help his clients. He brings a wealth of experience and is always on the lookout for emerging opportunities to grow the client's portfolio. I have only known him for a while but his qualities are second to none. Not that you'll need him often, but he's readily available for a financial conversation. Based on my experience with Mike, I've no hesitation in recommending him as a fiduciary.
I knew Mike professionally before I engaged him to help me with my finances. We worked together in the same office but I was not one of his clients at the time. One day I asked if he had some time as I needed some financial advice. It turned into an hour-long conversation and I knew Mike was exactly the person I needed to help guide me with my personal finances. Since that time, Mike has helped me continue to achieve my financial goals. As I get closer to retirement, he has given my wife and me options I never considered. Mi... read more
Frequently asked questions about Milestone Asset Management Group
How is Milestone Asset Management Group rated?
Milestone Asset Management Group has a 5 star rating with 29 reviews.
When is Milestone Asset Management Group open?
Milestone Asset Management Group is open now. It will close at 5:00 p.m.
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