Fiduciary

Milestone Financial Planning, LLC

Peterborough, New Hampshire

Call (603) 589-8010 Visit website →

About

Milestone Financial Planning, LLC is a fiduciary financial advisory firm based in Peterborough, New Hampshire that serves mid-career professionals and their families. The firm offers financial planning, investment management, and estate planning services, with particular expertise in estate planning and strategies addressing stock compensation, tax considerations, and retirement income needs. The firm's principals hold CFP certification and gather detailed information on clients' accounts, spending, insurance coverage, and estate documents to develop coordinated financial plans presented 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

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