Milestone Asset Management Group LLC

Name: Milestone Asset Management Group LLC
Address: 302 West Main Street, Avon, CT, 06001, US
Telephone: (860) 259-4800

302 West Main Street Suite 206B

Avon, CT 06001

(860) 259-4800

financial consultant

milestoneamg.com

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Today: 8:30 AM to 5:00 PM

financial consultant

info@milestoneamg.com

Milestone Asset Management Group is a Fee-Only wealth management firm based in Avon CT & Milford CT, that offers Financial Planning and Wealth Management services with a focus on individuals who are either retired or within 10 years from retirement and have a minimum of $500,000 in investable assets.

Mon 8:30 AM to 5:00 PM
Tue 8:30 AM to 5:00 PM
Wed 8:30 AM to 5:00 PM
Thu 8:30 AM to 5:00 PM
Fri 8:30 AM to 5:00 PM
Sat Closed
Sun Closed

Products and Services

Asset Management
Brokerage Accounts
Certified Financial Planners
Certified Public Accountants
Customized Financial Plan
Estate Planners
Estate Planning
Financial Advisor
Financial Management
Investment Accounts
Investment Advice
Investment Advisory
Investment Management
Investment Portfolio
Legal Counsel
Long-Term Care Plan
Pension Maximization
Pension Option
Personalized Investment
Portfolio Management
Power Of Attorney
Registered Investment Advisor
Retirement Income
Retirement Plan Designed
Retirement Planning Specialists
Retirement Savings
Roth Conversions
Social Security Strategy
Social Security Timing
Tax Attorneys
Tax Planning & Preparation
Tax Savings
Taxes And Accounting
Wealth Management

Our Specialties: Fiduciary, Wealth Management, Retirement Planning, Taxes and Accounting, Retirement Income, Tax Savings, Asset Management, Financial Planner