The Right Place in Grand Rapids

Welcome to Grand Rapids!

We are proud to be connected with The Right Place and are excited that you are visiting with us.
Economic development is a critical piece in West Michigan for growth and a diverse base of industries and workforces.
We serve the organization around the critical retirement benefits.  Team Milestone believes a well written plan can become an arrow in your quiver to recruit and retain key employees.

We welcome all new individuals to our practice.

Connect with us today.

Ready to start a conversation?

logo2 This communication strictly intended for individuals residing in the states of CO, CT, FL, MI, OH, PA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor.

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