Milestone Asset Management Group LLC

"I consider Mike as an advisor extraordinaire; who goes above and beyond to create financial strategies to help his clients. He brings a wealth of experience and is always on the lookout for emerging opportunities to grow the client's portfolio. I have only known him for a while but his qualities are second to none. Not that you'll need him often, but he's readily available for a financial conversation. Based on my experience with Mike, I've no hesitation in recommending him as a fiduciary."

"I knew Mike professionally before I engaged him to help me with my finances. We worked together in the same office but I was not one of his clients at the time. One day I asked if he had some time as I needed some financial advice. It turned into an hour-long conversation and I knew Mike was exactly the person I needed to help guide me with my personal finances. Since that time, Mike has helped me continue to achieve my financial goals. As I get closer to retirement, he has given my wife and me options I never considered. Mike is extremely knowledgable, energetic, patient and very personable. I am fortunate to have met him and become part of the Milestone Asset Management Group. Do yourself a favor, give Mike a call and spend an hour with him. If it's not a good fit, you lost an hour. If it is, you gained a financial champion and adviser who will be in your corner."

"I have known Michael for over ten years. We first met when he was at Fidelity and my retirement account was there. His advise was extremely helpful for me during the market downturn of 2008. He left there to start his own business and I left a few years later looking for more personalized attention to my portfolio. I found Michael again at Milestone Asset Mgt. about five years ago and he has managed my money ever since. His attention to my individualized portfolio and our one on one meetings quarterly are just the kind of service I was looking for. I highly recommend him as an individual and as a financial professional! William Hall, M.D."

"We have tremendous respect for, and confidence in Mike as our financial planner. Mike constantly watches over our investments, making changes and improvements to bring the maximum benefits to our portfolio while reducing risk for us. His communication is outstanding. He offers quarterly meetings & updates & goes over our portfolio in detail while ensuring we understand what is happening with our money. He's easy to talk to, accessible to us, and he has a great sense of humor. Highly recommend!"

"I met Michael in 2019 after attending one of their financial seminars. I had attended quite a few, and I was very impressed with the level of professionalism and knowledge. I met with Michael several more times over the next few months and was very comfortable moving my retirement accounts to Milestone.. it has been great, Michael is very accessible, extremely knowledgeable and always takes time to explain our strategies. So glad I attended that seminar in 2019! I would highly recommend Milestone Asset Management."