Milestone Asset Management Group is a Fee-Only wealth management firm based in Avon CT with offices in Milford CT, & West Nyack NY. that offers Financial Planning and Wealth Management services with a focus on individuals who are either retired or within 10 years from retirement and have a minimum of $750,000 in investable assets. Reviews may be from clients and non-clients and may not represent all experiences. No compensation is provided, and testimonials are not indicative of future performance
I attended a free session hosted by Mike from Milestone, and was impressed with his knowledge, professionalism and easy going style. This led to two follow-up lab sessions (one remote, and one in person) where I was thoroughly impressed by the detail, candor, creativity and insights Mike was able to provide in his no-pressure... read full comment
February 2022
Mike has been our financial advisor for years. He gives very sound and well researched advice. We put a retirement plan together with him years before our retirement age so we would be prepared. Mike did a fabulous job. I highly recommend his services.
February 2022
I have been very pleased with the financial services provided by Milestone Asset Management Group. Michael Mezheritskiy has consistently demonstrated smart money management in a kind and courteous manner. I would highly recommend this group for all your financial needs.
