Milestone Asset Management Group - Milford, Connecticut

Milestone Asset Management Group: A Leading Financial Advisory Firm in Milford, CT

Milestone Asset Management Group, located at 55 Cherry St, Milford, CT 06460, is a prominent financial advisory firm dedicated to providing comprehensive financial planning services to individuals and families. Their commitment to excellence has earned them a 5/5 average rating from 15 reviews on Google My Business, with clients praising their expertise and personalized approach.

Specialties and Services

• Financial Planning: Milestone Asset Management Group specializes in creating personalized financial plans to help clients achieve their long-term financial goals.

Accessibility and Amenities

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• LGBTQ+ friendly
• Appointment required
• Appointments recommended
• Free parking lot

The firm's dedication to accessibility ensures that clients with diverse needs can easily access their services. Their team takes the time to understand each client's unique financial situation and provides tailored advice to help them make informed decisions.

Expertise and Testimonials

Milestone Asset Management Group's team of experienced financial advisors is led by Rich, who has been widely recognized for his exceptional guidance on ROTH conversions. Rich's meticulous approach to explaining the benefits and process of ROTH conversions has left clients feeling confident in their financial decisions. Many clients have expressed their satisfaction with the personalized attention they receive and the valuable insights provided by the team.

Contact and Additional Information

• Phone: 203-951-1133
• Website: milestoneamg.com

For those seeking financial advice, Milestone Asset Management Group is a reliable and knowledgeable resource. Their commitment to personalized service and expertise in a range of financial planning areas makes them an excellent choice for individuals and families looking to secure their financial future.

We highly recommend contacting Milestone Asset Management Group through their website or by phone to schedule an appointment and experience their exceptional financial planning services firsthand.

👍 Reviews of 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.