Milestone Advice Group
Investing
Why pick this one
Milestone Advice Group specializes in personalized financial planning and has been in business since 2002.
Best for
- individuals seeking tailored retirement strategies
- clients looking for comprehensive financial planning
Look elsewhere if
- looking for purely transactional investment services
- preference for non-personalized solutions
Specialties
- financial planning
- retirement management
- tax planning
- investment management
Certifications
- CERTIFIED FINANCIAL PLANNER®
- LPL Financial
What makes them different
- CEO Judith Mohr has been in financial services since 1987
- focus on aligning financial choices with core values
- personalized financial plans tailored to individual goals
- team approach for comprehensive client support
- Years in business
- since 2002
Distilled from this business's own website.
Contact & Location
- Address
- 2764 Pleasant Rd, Fort Mill, SC 29708-7213
- Phone
- +18035477526
- Website
- http://www.milestoneadvicegroup.com/
- Jmohr@milestoneadvicegroup.com
Services
- financial advice
- investment strategies
- risk assessment
- wealth management