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Milestone Wealth Design
- Financial Services
- Yorkville, IL
About this business
Specialties At Milestone Wealth Design, we help you to Imagine your financial future, Insure it from curves in the road, and Invest to make that future possible. Each of the three categories of The Milestone Planning Process (Imagine, Insure, Invest) are made up of specific milestones that most individuals and families will need to reach to accomplish their goals. Check out our website to learn more.
Location details
129 Commercial Dr, Ste 8b, Yorkville, IL, 60560, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I've personally known and worked with Jeff and Wendy Malas for many years. They are a very dedicated and trustworthy company with great attention to detail and they really have the client's best interest at heart. From great investing and risk reduction advice to properly protecting ourselves with the right insurances at the right time, they have become a very valuable asset to my family's finances!
Professional, Knowledgeable and always Friendly... Jeff & Wendy Malas and staff have helped managed the majority of our financial life for the past few years. As our finances have grown, so have they in their knowledge of the market and 'outside the box' investment vehicles and products to best suit our needs in today's volatile financial marketplace. Great for all types of our insurance products and investments. Highly moral and ethical - Top Notch!
Jeff and Wendy Malas make a great team. I have been investing with Jeff Malas for many years. He has a Christian background which I love. He provides advice that is best for me rather than his commissions. He advises on debt reduction and investing to balance my financial future. I highly recommend Jeff and Wendy as financial advisors.
Frequently asked questions about Milestone Wealth Design
How is Milestone Wealth Design rated?
Milestone Wealth Design has a 5 star rating with 3 reviews.
When is Milestone Wealth Design open?
Milestone Wealth Design is closed now. It will open tomorrow at 9:00 a.m.
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