Contact Us

Contact Information

ST. JOSEPH
2610 Lakeshore Drive
St. Joseph, MI 49085

Tel. 269.985.0200
Fax. 269.985.0227
email: info@milestonewm.com

SARANAC
4020 David Highway
Saranac, MI 48881

tel. 616.642.9595
fax. 616.613.6141

PORTAGE
1624 West Centre Avenue
Portage, MI 49024

Hours of Operation

Monday-Friday: 9AM – 4PM, meetings by appointment only. We are closed on all federal holidays.

With retirement on the horizon, you’ve found yourself wondering whether your financial house really is in order. You’re not alone. You only have one shot at retirement. Milestone Wealth Management will help you get it right. Call us today.

 This communication strictly intended for individuals residing in the states of AL, CO, FL, IN, MI, NC, NY, OH, PA, SC, TX. 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.

Form CRS: Client Relationship Summary

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