Milestone Asset Management Group

"I greatly appreciated meeting with Richard. He did a very thorough job of analyzing my current financial situation and provided insightful revelations."

"Rich was great. He made me feel like an old friend who he had reconnected with. Professional and personal at the advice I was looking for. Thanks for the great job and look forward to our next interaction as Rich knows I am not computer literate. I would recommend Rich to anyone."

"I am grateful to have found Rich Lopresti. He patiently reviewed our retirement portfolio and provided in-depth scenarios to optimize our current investments while suggesting other vehicles that may serve us better. I appreciated him explaining the complexity of some of our investments with the utmost professionalism and kindness. I would highly recommend his services."

"I had a preliminary meeting with Rich to evaluate my retirement portfolio. I'm quite a few years from retirement, but decided to take the opportunity to see if I could make any changes to reduce taxes in retirement while I was still working. Rich was able to show me a detailed report on where I currently was in terms on monthly income and future growth, and gave me some suggestions on changes I could make to my portfolio to reduce taxes in the long term. Rich was very easy to talk to and had lots of good suggestions for when I finally say goodbye to the corporate world. Very productive meeting."

"My preliminary meeting with Rich LoPresti was both productive and enjoyable. Not only did he have practical and creative suggestions for moving our financial planning forward, he showed empathy for my family's challenges. I also appreciate that Rich sent a follow-up email shortly after our meeting with additional resources. A+ service."