NY · Whitney Point

Fiduciary advisors in Whitney Point, NY

1 advisor with offices in Whitney Point. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Whitney Point

Milestone Consultants, Inc.

Whitney Point, New York

Independent RIA

Milestone Consultants, Inc. is a registered investment adviser based in Whitney Point, New York, founded in 2006 and incorporated as an independent firm in 2017 by Eric Birdsall, MBA, CPFA. The firm specializes in fiduciary advisory services for employee benefit plans, particularly 401(k) and 403(b) arrangements, working with plan sponsors and participants. As an independent RIA, Milestone accepts formal fiduciary responsibility and structures its services to address organizations' specific plan administration and governance needs.

View details

Financial advisors in Whitney Point, New York

Advisors serving Whitney Point specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (New York's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

Back to all New York advisors