Milestone Financial Associates LLC is a team of dedicated professionals in Bethlehem, PA, who prioritize their clients' interests and provide comprehensive wealth management services. As a fiduciary, they are committed to putting their clients first and have been recognized as one of Forbes' Best In State Wealth Management Teams in 2024.
With expertise in retirement planning, financial planning for families, and workplace retirement plans, Milestone Financial Associates LLC offers personalized solutions tailored to meet their clients' unique needs. They are registered with Commonwealth Financial Network and provide securities and advisory services, ensuring their clients receive the highest level of expertise and guidance.
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