MILESTONE WM

As an independent firm, we pride ourselves on the ability to do what's best for your needs. You come first - not shareholders, stock prices, or investment products... We understand the questions and fears that the transition to retirement can bring. We specialize in helping those who are approaching the retirement years make a smooth transition. We'll sit down together to learn about your story, assets, investments, and hopes for your retirement years and make a thought-out plan to maximize your retirement success... We're independent, and as such, provide independent advice. We work with you, face-to-face, to figure out what you want and how you can get there. The comprehensive platform we offer means there are options for investors of all types. You know where your money is, where it's going, and why. We treat your money the way it deserves to be treated.

Primary location: Joseph United States