Mylestone Plans is a national leader in helping members of the business and non-profit community achieve their financial goals. Our firm provides a comprehensive range of institutional services to hundreds of businesses and non-profit organizations, as well as private financial and investment planning to their leadership and employees. Across our clientele, our stellar service, unflagging attention to detail and deep commitment to your success help to set us apart. We invite you to review our site or contact us directly to learn more. Mylestone Plans is a marketing name for, and Amir Eyal and Aleksandr Roytman are registered representatives of, Lincoln Financial Advisors, Corp. Securities and investment advisory services are offered through Lincoln Financial Advisors Corp., a broker-dealer and registered investment advisor (member SIPC). Insurance offered through Lincoln affiliates and other fine companies. Amir Eyal and Aleksandr Roytman are securities licensed in AL, AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, UT, VT, VA, WA, WV, and WI. CRN-3002790-031920
View Top Employees from Mylestone PlansWebsite | http://www.mylestoneplans.com |
Revenue | $5 million |
Employees | 9 (7 on RocketReach) |
Founded | 1988 |
Address | 1300 Piccard Dr Suite 206, Rockville, Maryland 20850, US |
Phone | (301) 816-3196 |
Fax | (301) 977-4962 |
Technologies |
JavaScript,
HTML,
PHP
+17 more
(view full list)
|
Industry | Financial Services, Finance General, Finance |
Competitors | Legacy Wealth Management, Plummer Financial Services, Wealthbrook Advisors |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
Looking for a particular Mylestone Plans employee's phone or email?
The Mylestone Plans annual revenue was $5 million in 2024.
Aleksandr Roytman is the Director of Retirement Plan Services of Mylestone Plans.
7 people are employed at Mylestone Plans.
Mylestone Plans is based in Rockville, Maryland.
The NAICS codes for Mylestone Plans are [52, 523, 5239, 52393].
The SIC codes for Mylestone Plans are [62, 628].