Milestone Asset Management Group is a boutique financial planning firm based in Milford, CT, offering personalized services to individuals and couples in or nearing retirement. As a fee-only and independent firm, they prioritize their clients' best interests and provide tailored financial plans to meet their unique needs and goals. With a focus on tax-smart retirement planning, investment management, estate planning, and more, Milestone aims to help clients navigate their financial journey with confidence and peace of mind.
Founded in 2016 by Michael Mezheritskiy, Milestone Asset Management Group is committed to providing comprehensive financial guidance and support to their clients. They strive to build long-lasting relationships based on trust and care, ensuring that clients have a partner who works diligently to protect their hard-earned money. With a team of knowledgeable professionals, Milestone offers a range of services, including retirement planning, tax planning, investment management, and flat-fee planning, all designed to help clients achieve their financial milestones and enjoy the lifestyle they deserve.
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