MILTON

Milton is dedicated to developing lasting relationships with all his clients by earning the trust that his role requires. His goal is to provide such a wonderfully profound and comfortable experience that each client is absolutely determined to have their friends and family receive a similar experience with their finances when they are referred to the firm... Milton has earned the right to represent taxpayers before the IRS as an enrolled agent. Milton is a retirement planning expert. He also helps clients with IRAs, 401ks, mutual funds, fixed & variable annuities, life insurance, health insurance, Medicare plans, long-term care insurance, disability insurance, and 529 plans in addition to financial planning. He is registered under series 6, 63, and 65... Most importantly, Milton has a deep and abiding commitment to operating with the highest level of honesty, integrity and dedication to client needs. We believe in helping clients assess their financial goals and we strive to give..

Also known as: Milton Cooley

Primary location: Irmo United States