Milestone Advisory Partners

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

103 Bradford Village Ct, Southern Pines,...

Phone Number

(910) 691-6100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Milestone Advisory Partners

NewEdge Advisors South Atlantic Partners is a financial advisory firm dedicated to making advisors more profitable while providing personalized financial planning services. The firm offers a range of services including investment management, retirement planning, estate planning, and risk management, focusing on building long-term relationships with clients. Their experienced team serves individuals and families in the Sandhills and surrounding areas, emphasizing a planning-centric approach and a commitment to client-first service. With a strong local presence, they aim to help clients achieve financial independence tailored to their unique needs and priorities.Explore more
Milestone Advisory Partners's Social MediaPopular SearchesMilestone Advisory Partners LLCMilestone Advisory PartnersMilestone Advisors LLCMilestoneadvisorypartners ComMilestone Advisory Partners - HomeSIC Code 62,628NAICS Code 52,523Show more

Milestone Advisory Partners Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Milestone Advisory Partne...

<$5M
1-10
Private
-
2015
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
2018
Ted Toal, President at RCS Financial Planning
Ted ToalPresident
<$5M
1-10
Private
-
2002
Steve DeCesare, CFP Professional, President, Founder at DeCesare Retirement Specialists
Steve DeCesareCFP Professional, President, Founder
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
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Company Profile Activity

i

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Activity Insights

Milestone Advisory Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Milestone Advisory Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Milestone Advisory Partners.

Milestone Advisory Partners Tech Stack

A closer look at the technologies used by Milestone Advisory Partners

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Frequently Asked Questions Regarding Milestone Advisory Partners

What is Milestone Advisory Partners's official website?
Milestone Advisory Partners's official website is www.milestoneadvisorypartners.com
What is Milestone Advisory Partners's Revenue?
Milestone Advisory Partners's revenue is <$5 Million
What is Milestone Advisory Partners's SIC code?
Milestone Advisory Partners's SIC: 62,628
What is Milestone Advisory Partners's NAICS code?
Milestone Advisory Partners's NAICS: 52,523
How many employees does Milestone Advisory Partners have?
Milestone Advisory Partners has 1-10 employees
What industry does Milestone Advisory Partners belong to?
Milestone Advisory Partners is in the industry of: Finance, Securities Trading
What is Milestone Advisory Partners competition?
Milestone Advisory Partners top competitors include: DeCesare Retirement Specialists, Botkin Family Wealth Management, Bob.Prousalis, Values Based Wealth Management
What technology does Milestone Advisory Partners use?
Some of the popular technologies that Milestone Advisory Partners uses are: Enom DNS Hosting, Entrust, Hostgator
How do I contact Milestone Advisory Partners?
Milestone Advisory Partners contact info: Phone number: (910) 691-6100 Website: www.milestoneadvisorypartners.com
What does Milestone Advisory Partners do?

NewEdge Advisors South Atlantic Partners is a financial advisory firm dedicated to making advisors more profitable while providing personalized financial planning services. The firm offers a range of services including investment management, retirement planning, estate planning, and risk management, focusing on building long-term relationships with... clients. Their experienced team serves individuals and families in the Sandhills and surrounding areas, emphasizing a planning-centric approach and a commitment to client-first service. With a strong local presence, they aim to help clients achieve financial independence tailored to their unique needs and priorities.Read More

What are Milestone Advisory Partners social media links?
Milestone Advisory Partners Linkedin page Milestone Advisory Partners Twitter page Milestone Advisory Partners Facebook page
Is Milestone Advisory Partners a public company?
Milestone Advisory Partners is private company therefore does not currently have an official ticker symbol
See more information about Milestone Advisory Partners

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