Milestone Asset Management Group - Milford, Connecticut

Introducción a Milestone Asset Management Group

Milestone Asset Management Group es una firma especializada en servicios de planificación financiera ubicada en 55 Cherry St, Milford, CT 06460, Estados Unidos. Con una dirección accesible y una serie de facilidades para garantizar la comodidad de sus clientes, esta empresa se destaca por su compromiso con la excelencia en el asesoramiento financiero. Los interesados pueden ponerse en contacto con ellos al teléfono: 203-951-1133 o visitando su sitio web milestoneamg.com para obtener más información.

Características y Especialidades

Como planificador financiero, Milestone Asset Management Group se enfoca en ofrecer una visión integral y personalizada para cada cliente, ayudándoles a alcanzar sus metas financieras a largo plazo. Sus expertos están altamente calificados y mantienen un conocimiento actualizado sobre las últimas tendencias del mercado financiero. Entre las especialidades que ofrecen se encuentran:

- Planificación patrimonial
- Gestión de inversiones
- Estrategias de ahorro y Jubilación

Accesibilidad y Servicios para Todos

Es importante destacar que Milestone Asset Management Group se ha esforzado por hacer sus servicios accesibles a todos. La empresa cuenta con acceso para sillas de ruedas, aparcamiento adaptado y aseos con facilidades para personas con movilidad reducida. Además, promueven un ambiente amigable con la comunidad LGTBI+. Para aquellos que tengan dudas sobre cómo llegar, se ofrece aparcamiento gratuito.

Opiniones y Valoración

Con un total de 15 valoraciones en Google My Business y una Media de Opinión de 5/5, es evidente que los clientes están satisfechos con los servicios proporcionados por Milestone Asset Management Group. Una de las opiniones destacadas describe una experiencia excepcional con uno de sus asesores, Rich, quien proporcionó una guía excepcional sobre las ventajas de las conversiones a ROTH, lo que llevó al cliente a sentirse seguro en tomar decisiones financieras informadas.

Recomendaciones para los Interesados

Para aquellos que buscan un asesoramiento financiero de alta calidad y que se sientan cómodos y atendidos, Milestone Asset Management Group es una opción excelente. Se recomienda encarecidamente que los clientes contacten a través de su página web para:

- Programar una cita (se recomienda para una experiencia personalizada)
- Obtener una sesión informativa gratuita
- Explorar más sobre cómo pueden ayudarles en sus objetivos financieros específicos

Visitar su sitio web milestoneamg.com es el primer paso hacia una gestión financiera más segura y satisfactoria. No dejes pasar esta oportunidad para tomar el control de tu futuro financiero con profesionales que se preocupan por el éxito de sus clientes.

👍 Opiniones de Milestone Asset Management Group

Brian R.

5/5

I had the pleasure of working with Rich, who provided exceptional guidance on the benefits of ROTH conversions. Rich took the time to thoroughly explain how they work and why they are advantageous for my specific financial situation using real data. I now feel confident in making informed decisions about when and how much to convert. I highly recommend Rich to anyone seeking financial advice, especially if they are interested in doing ROTH conversions!

Deanna D.

5/5

Rich helped me organize my finances and set solid plans into place after my husband passed unexpectedly. He was compassionate while being honest in his assessment and his guidance. Six years later I am in a much better place and feel very appreciative of his services.

Penny H.

5/5

I had a preliminary meeting with Rich to evaluate my retirement portfolio. I'm quite a few years from retirement, but decided to take the opportunity to see if I could make any changes to reduce taxes in retirement while I was still working. Rich was able to show me a detailed report on where I currently was in terms on monthly income and future growth, and gave me some suggestions on changes I could make to my portfolio to reduce taxes in the long term. Rich was very easy to talk to and had lots of good suggestions for when I finally say goodbye to the corporate world. Very productive meeting.

Michele O.

5/5

I am grateful to have found Rich Lopresti. He patiently reviewed our retirement portfolio and provided in-depth scenarios to optimize our current investments while suggesting other vehicles that may serve us better. I appreciated him explaining the complexity of some of our investments with the utmost professionalism and kindness. I would highly recommend his services.

John T.

5/5

Rich was great. He made me feel like an old friend who he had reconnected with. Professional and personal at the advice I was looking for. Thanks for the great job and look forward to our next interaction as Rich knows I am not computer literate. I would recommend Rich to anyone.

Betsy B.

5/5

A couple years ago I was put in touch with a financial brokerage service through friends. I initially was cautious, but chose to go ahead and invest with them. When I recently reviewed my retirement plan I noticed the performance was less than optimal. I found Rich LoPresti through a google search and met with him and discovered that there were fees attached to my investments that I was not aware of. He assisted in reconstructing my portfolio to be more efficient now and for the future. I highly recommend his services, his skills, his awareness and his calm and kind demeanor.

Jen S.

5/5

My preliminary meeting with Rich LoPresti was both productive and enjoyable. Not only did he have practical and creative suggestions for moving our financial planning forward, he showed empathy for my family's challenges. I also appreciate that Rich sent a follow-up email shortly after our meeting with additional resources. A+ service.

debrosse1

5/5

Rich was awesome to talk to as always. His financial advice was very helpful to me, and he explained complex concepts (stocks, savings, retirement, etc) in simple layman terms. He was very patient in answering all my questions. In fact, our meeting was scheduled for 60 minutes, but he allowed it to go for close to 70 minutes, after which he emailed me resources to refer to, and was still answering questions I emailed him! I wholeheartedly recommend Rich for anyone seeking a financial advisor. Talking with him feels very much like chatting with a friend over beer - just that the conversation is centered on his listening to and understanding your financial goals and concerns, and giving you a plan of action based on his expertise and historical data.