Milestone Asset Management Group
Milestone Asset Management Group is a Fee-Only wealth management firm based in Avon CT & Milford CT, that offers Financial Planning and Wealth Management services with a focus on individuals who are either retired or with in 10 years from retirement and have a minimum of in investable assets.
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Verified contacts
5
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
261
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- MM
Michael Mezheritskiy
President · General Business & Management
EmailPhone - RL
Richard Lopresti
Independent Fee only Certified Financial Planner Tm · Other
EmailPhone - AK
Adam Kalender
Certified Financial Planner · Finance & Accounting
EmailPhone - DB
Danielle Barbato
Financial Planner · Finance & Accounting
EmailPhone - TS
Tina Sheldon Osullivan
Milestone Asset Management Group · Other
EmailPhone
Showing 5 of 5 verified contacts
Top roles at Milestone Asset Management Group
5 distinct titles indexed · top 5 shown.
- 1certified financial planner
- 1financial planner
- 1independent fee only certified financial planner tm
- 1milestone asset management group
- 1president
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