Fiduciary

Milestone Financial Planning, LLC

Bedford, New Hampshire

Call (603) 589-8010 Visit website →

About

Milestone Financial Planning is a fiduciary firm in Bedford, New Hampshire that serves mid-career professionals and offers financial planning, investment management, and estate planning services. The firm's approach incorporates tax planning throughout the retirement planning process and addresses concentrated stock positions, equity awards, and 401(k) strategy as part of its work with clients. CFP-credentialed advisors gather information on investments, savings, insurance, and estate documents to develop and present financial plans in accessible terms.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-4PM, Tuesday: 8AM-4PM, Wednesday: 8AM-4PM, Thursday: 8AM-4PM, Friday: 8AM-4PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

0 selected
Compare →