Milestone Asset Management Group
Fee-Only Financial Planner, Money Manager Fee-Only Financial Planner, Money Manager Fee-Only Financial Planner, Money Manager Fee-Only Financial Planner, Money Manager

Archives

Monthly Archive for: "September, 2017"
Home » Archives for September 2017
 2018 Five Star Wealth Manager Award
 0
0
By MilestoneAMG
In Investments, Stock Market
Posted September 28, 2017

2018 Five Star Wealth Manager Award

Michael Mezheritskiy has been awarded the Five Star Wealth Manager Award for the fourth year in a row. This years list of award winners will be published in the November edition of Connecticut [...]

READ MORE
 Can You Predict a Good Time to Buy and Sell Stocks?
 0
0
By MilestoneAMG
In Investments, Stock Market
Posted September 26, 2017

Can You Predict a Good Time to Buy and Sell Stocks?

READ MORE
 The Equifax Data Breach
0
By MilestoneAMG
In Personal Finance
Posted September 15, 2017

The Equifax Data Breach

READ MORE
 Back to Basics: Diversification and Asset Allocation
 0
0
By MilestoneAMG
In Investments, Personal Finance, Retirement, Stock Market
Posted September 7, 2017

Back to Basics: Diversification and Asset Allocation

READ MORE

Milestone Asset Management Group

Milestone Asset Management Group

Milestone Asset Management Group

Avon Office
  • 302 W. Main St. Suite 206 Avon CT 06001
  • 860.259.4800
  • Info@milestoneamg.com
ADV Forms
Milford Office
  • 22 Lafayette Street, Milford CT 06460
  • 203.951.1133
  • Info@milestoneamg.com
© Copyright 2018 Milestone Asset Management Group, LLC (“Milestone”) is a registered investment adviser offering advisory services in the State of Connecticut and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Milestone in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Milestone, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation

Welcome to Milestone Asset Management Group

Milestone Asset Management Group is a Fee-Only wealth management firm headquartered in Avon CT, that offers Financial Planning and Wealth Management services with a focus on small business retirement plans and independent professionals & their families.

  • Home
  • Meet Your Team
  • Our Services
    • Back
    • Financial Planning
    • Hourly Services
    • Investment Management
  • 401k & 403b Services
  • Dimensional Funds
  • Riskalyze
  • Our Blog
  • Schedule Meeting
  • Contact Us