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) 927-2572

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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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
Milestones Group's Social MediaPopular SearchesMilestones GroupThe Milestones Group LLCMilestones FinancialMilestones Group LLCMilestones Group IncSIC Code 62,628NAICS Code 52,523Show more

Milestones Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Milestones Group

<$5M
1-10
Private
-
2005
JG
Jill GoosOffice Manager
<$5M
11-50
Private
-
2002
N/A
<$5M
1-10
Private
-
2014
AL
Allison LaneChief Operating Officer & Senior Partner
<$5M
1-10
Private
-
-
Brooke Acre, Executive Officer and Founder at WealthReimaginedGroup
Brooke AcreExecutive Officer and Founder
<$5M
1-10
Private
-
2000
EH
Ev HurleyAdministrative Assistant & Client Relationship Manager
<$5M
1-10
Private
-
2016
MM
Michelle MillerFounder & Advisor
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Milestones Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Milestones Group Tech Stack

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Frequently Asked Questions Regarding Milestones Group

What is Milestones Group's official website?
Milestones Group's official website is www.milestonesgroupcpa.com
What is Milestones Group's Revenue?
Milestones Group's revenue is <$5 Million
What is Milestones Group's SIC code?
Milestones Group's SIC: 62,628
What is Milestones Group's NAICS code?
Milestones Group's NAICS: 52,523
How many employees does Milestones Group have?
Milestones Group has 1-10 employees
What industry does Milestones Group belong to?
Milestones Group is in the industry of: Finance, Securities Trading
What is Milestones Group competition?
Milestones Group top competitors include: Legacy Advisors, Pre-Emptive Financial Services, Encompass Life & Wealth Strategies, Smith Wealth Management Group TX
What technology does Milestones Group use?
Some of the popular technologies that Milestones Group uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, GoDaddy DNS
How do I contact Milestones Group?
Milestones Group contact info: Phone number: (563) 927-2572 Website: www.milestonesgroupcpa.com
What does Milestones Group do?

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... ies 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.Read More

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

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