Milestone Consulting

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

PO Box 1368, Capitola, California, 95010...

Phone Number

(408) 799-4874

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Milestone Consulting

Milestone Consulting specializes in financial planning for physicians and high-income earners, offering a comprehensive suite of services including annuities, life settlements, life insurance, and asset-based long-term care. The company is dedicated to providing personalized guidance and strategic solutions to help clients achieve financial stability and maximize the value of their investments. They also focus on the unique needs of federal employees, ensuring they receive the education and resources necessary to optimize their benefits. Milestone Consulting aims to empower clients to make informed financial decisions and secure their financial future.Explore more
Popular SearchesMilestone ConsultingMilestone Insurance Services LLCMilestone ConsultSIC Code 62,628NAICS Code 52,523Show more

Milestone Consulting Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Milestone Consulting

<$5M
1-10
Private
-
2013
$9.4M
11-50
Private
-
1997
FG
Frank GarciaPrincipal and Founder
<$5M
1-10
Private
-
2010
KS
Kaitlyn SorrellOffice Manager
<$5M
1-10
Private
-
1975
BE
Barry ElkesManaging Agent
<$5M
1-10
Private
-
2007
SC
Sarah CalabreseClient Relationship Manager
<$5M
11-50
Private
-
1996
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Milestone Consulting Tech Stack

A closer look at the technologies used by Milestone Consulting

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Frequently Asked Questions Regarding Milestone Consulting

What is Milestone Consulting's official website?
Milestone Consulting's official website is www.consultmilestone.com
What is Milestone Consulting's Revenue?
Milestone Consulting's revenue is <$5 Million
What is Milestone Consulting's SIC code?
Milestone Consulting's SIC: 62,628
What is Milestone Consulting's NAICS code?
Milestone Consulting's NAICS: 52,523
How many employees does Milestone Consulting have?
Milestone Consulting has 1-10 employees
What industry does Milestone Consulting belong to?
Milestone Consulting is in the industry of: Finance, Securities Trading
What is Milestone Consulting competition?
Milestone Consulting top competitors include: Business Planning Group, Legacy Group, Symmetry Financial, Milgram Financial and Insurance Services
What technology does Milestone Consulting use?
Some of the popular technologies that Milestone Consulting uses are: GoDaddy DNS, Google Workspace, Gmail
How do I contact Milestone Consulting?
Milestone Consulting contact info: Phone number: (408) 799-4874 Website: www.consultmilestone.com
What does Milestone Consulting do?

Milestone Consulting specializes in financial planning for physicians and high-income earners, offering a comprehensive suite of services including annuities, life settlements, life insurance, and asset-based long-term care. The company is dedicated to providing personalized guidance and strategic solutions to help clients achieve financial stabili... ty and maximize the value of their investments. They also focus on the unique needs of federal employees, ensuring they receive the education and resources necessary to optimize their benefits. Milestone Consulting aims to empower clients to make informed financial decisions and secure their financial future.Read More

Is Milestone Consulting a public company?
Milestone Consulting is private company therefore does not currently have an official ticker symbol
See more information about Milestone Consulting

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