Milestone Wealth Advisors, Inc., headquartered in Greenville, Delaware, provides proactive and comprehensive wealth management services to individuals and families, executives and entrepreneurs, and professional women. After decades of working in financial services, Lisa LaMarche and Michael Sicuranza formed Milestone Wealth Advisors to help clients take an important step in their journeys toward financial security. Using extensive analysis and sophisticated planning tools, Milestone advisors have become the go-to team for highly personalized service and objective financial guidance...turning life’s aspirations into financial realities. Here’s what you can expect from Milestone Wealth Advisors: * Independent, unbiased advice * Fiduciary responsibility * Transparency * Ethical professionalism * Focus on your unique needs * Personal, long-term relationship * Partner relationships with other professionals on behalf of your best interests * Certified Financial Planner (CFP) professionals Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Milestone Wealth Advisors, Inc., a registered investment advisor and separate entity from LPL Financial. Milestone Wealth Advisors Disclosures Page - http://milestonewealthadv.com/milestone-disclosures/
View Top Employees from Milestone Wealth Advisors, Inc.Website | http://milestonewealthadv.com |
Employees | 3 (3 on RocketReach) |
Founded | 2009 |
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Industry | Investment Management |
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Milestone Wealth Advisors, Inc. is based in Greenville, Delaware.