Milestone Wealth Management is a small, independent firm based in Saint Joseph, MI, offering personalized financial planning services that prioritize the needs of their clients. With over 25 years of experience, they have helped over 300 individuals and families create comprehensive and confident plans for their financial future, avoiding blind spots and achieving their goals.
By taking the time to understand each client's unique situation and goals, Milestone Wealth Management provides customized strategies and step-by-step roadmaps to help clients meet their financial milestones. Their team of knowledgeable financial professionals is dedicated to guiding clients through life's financial challenges and helping them make informed decisions every step of the way.
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