Fortunately, I came to Milestone Wealth Management in a time of need. It was shortly after I lost my job and needed to move my 401k’s from my employer to another qualified plan. I couldn’t be more satisfied with the service and financial advice Jaakko Kasko offers. He makes it easy for me to understand the market, my options, and recommendations for me to better manage my money and investments. I would completely recommend Milestone Wealth Management to anyone who is looking for or in need of financial/investment advise – because Jaakko will have their interest and goals in mind.

Download our 15 Detailed Steps to Financial Success

One of the most difficult parts about planning for the future is the unknown. Because of this, we’ve created a free financial checklist that allows you to take note of which areas of your financial life are all set and which ones need attention.

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