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Let's pursue your milestones
TOGETHER
One less worry in your life.
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"We warmly welcome you to discover the Milestones difference..."

Our business is about developing trust by having honest conversations to help you achieve financial independence and plan for life’s events.  Our professional advice, sound risk management, quality investment management, and personal, efficient service can help you reach your dreams, your goals and your milestones.

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We focus on becoming your partner in building the future you desire.  As your Fiduciary, we will always act in your best interest and offer complete transparency so you will confidently know that our interests are aligned with yours.

Milestones Private Investment Advisors LLC

Corporate Office:

375 Woodcliff Drive

Fairport, NY  14450

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Phone:

Office:   585-203-1956

Fax:        585-203-1957

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Email:

info@milestones-advisors.com

Get in touch with Us...
Thank you for you interest in our services.

Thank you! We'll be in touch very soon.

The quality of service you seek,   
WE DELIVER 
Concierge-level service is our hallmark, with special attention to you and
to detail.

ROCHESTER

375 Woodcliff Drive

Fairport, NY  14450

T:   585-203-1956

F:   585-203-1957

Map and Directions

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Links are being provided for information purposes only.  Milestones Private Investment Advisors is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.  Milestones Private Investment Advisors is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members

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ABOUT MILESTONES

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Milestones Private Investment Advisors is an independent wealth advisory firm providing investment management, wealth management, financial planning and client education services.  We counsel a select group of individuals, families and organizations.  As a fiduciary, we serve as an advocate for our clients, providing objective advice and comprehensive guidance across all aspects of our clients’ financial lives.

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Disclosures

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