Our firm is focused on YOUR Milestones. This is why we changed our name in 2010, to better align our name with what we do.
A milestone can be thought of as a turning point, a marker in the road to your destination. Many milestones are placed to give people a sign that it is time to change or turn directions. Are you, as an investor, at a turning point? Many large investment firms are losing touch with their clients, and you may not know where to go with questions.
We’re independent, and as such, provide independent advice. We work with you, face-to-face, to figure out what you want and how you can get there. The comprehensive platform we offer means there are options for investors of all types. You know where your money is, where it’s going, and why. We treat your money the way it deserves to be treated.
When you need to make a change, add funds, or just pick our brains about the market, we’re right here for you. When you need to develop a strategy that effectively uses those tools, we’re still here. With our expertise and a solid plan, we will strive to reach your financial milestones.
You set the milestone. We’ll help you reach it.
Why a Certified Financial Planner™ practitioner?
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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.