The Milestone Group
Finance · 11-50 Employees
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Overview
Phone Number
(972) 813-1930Website
www.themilestonegroup.comRevenue
$12.8 MillionIndustry
About The Milestone Group
Milestone Financial Group is a financial planning firm headquartered in Woodbridge, New Jersey. The company provides coordinated financial strategies encompassing investments, retirement planning, risk management, tax-efficient strategies, and legacy planning. It serves pre-retirees, retirees, business owners, entrepreneurs, executives, and professionals, as well as providing key person and employee benefits solutions. Affiliated with Equitable Advisors, the firm delivers its services through a five-step planning process designed to integrate compensation, benefits, and equity into cohesive wealth strategies. Several team members hold the Retirement Planning Specialist title based on certification from The Wharton School of the University of Pennsylvania.Explore more
The Milestone Group Org Chart
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The Milestone Group Tech Stack
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Milestone Financial Group is a financial planning firm headquartered in Woodbridge, New Jersey. The company provides coordinated financial strategies encompassing investments, retirement planning, risk management, tax-efficient strategies, and legacy planning. It serves pre-retirees, retirees, business owners, entrepreneurs, executives, and profess... Read More
