
Wherever
THEY WILL GO
COAST TO COAST
At Milestones, it is our inherent nature to want to help others.
Similar to when you have a friend in need, or a family member who calls upon you for help, or a loved one whose situation would be enhanced if you were to lend a hand, we have been known to go the extra mile to make ourselves available regardless of the client's location? And we often do that the old fashioned way: with a house call.
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We are here to help people and their families, and our loyalty and commitment to our clients is further evidenced by the efforts we make to prevent location from being a hurdle to a good client having access to a trustworthy adviser... or a hurdle to us having the pleasure of working with quality people.
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Proudly serving clients across the U.S.

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Professional sports teams and executive boards of directors are not comprised of people all from the same zip code. They are an aggregation of talented people who make it a point to prioritize their goals above geography. We are proof that the same can hold true for investors and their investment adviser.
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If you are a prudent-minded investor with material assets who is seeking superior personal service and who understands the value of independent investment advice, then residing near our headquarters is not a necessity to having convenient, efficient and productive access to our people, our skill-sets and our services. At Milestones, we recognize that a firm such as ours cannot be found on every street corner, so we make it a point to have our services conveniently available to your home.
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