Milestones Group
Finance · Iowa, United States · 1-10 Employees
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Overview
Headquarters
223 W Main St, Manchester, Iowa, 52057, ...Phone Number
(563) 927-2572Website
www.milestonesgroupcpa.comRevenue
<$5 MillionIndustry
About Milestones Group
Milestones Group is a financial services firm that offers a comprehensive range of services including tax and accounting, retirement planning, estate analysis, investment strategies, and insurance solutions. The company prioritizes building strong relationships with clients, aiming to help them achieve their financial goals through tailored strategies and expert guidance. With a commitment to trust, honesty, and integrity, Milestones Group provides education on financial concepts and market performance to empower clients in their financial journeys. Their target clients include individuals seeking assistance with personal finance and wealth management.Explore more
SIC Code 62,628NAICS Code 52,523Show moreMilestones Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2000
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Milestones Group is a financial services firm that offers a comprehensive range of services including tax and accounting, retirement planning, estate analysis, investment strategies, and insurance solutions. The company prioritizes building strong relationships with clients, aiming to help them achieve their financial goals through tailored strateg... Read More