Milestone Wealth Design 129 Commercial Drive, Yorkville, IL 60560
About the Business
Milestone Wealth Design is a leading financial institution located in Yorkville, Illinois, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services including investment planning, retirement planning, estate planning, and more. At Milestone Wealth Design, we believe in personalized, client-focused service to ensure that each individual receives the attention and guidance they need to make informed financial decisions. Visit us at 129 Commercial Drive to start planning for your financial milestones today.
Photos
Location & Phone number
129 Commercial Dr UNIT 4, Yorkville, IL 60560, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I've personally known and worked with Jeff and Wendy Malas for many years. They are a very dedicated and trustworthy company with great attention to detail and they really have the client's best interest at heart. From great investing and risk reduction advice to properly protecting ourselves with the right insurances at the right time, they have become a very valuable asset to my family's finances!"
"Professional, Knowledgeable and always Friendly... Jeff & Wendy Malas and staff have helped managed the majority of our financial life for the past few years. As our finances have grown, so have they in their knowledge of the market and 'outside the box' investment vehicles and products to best suit our needs in today's volatile financial marketplace. Great for all types of our insurance products and investments. Highly moral and ethical - Top Notch!"
"Jeff and Wendy Malas make a great team. I have been investing with Jeff Malas for many years. He has a Christian background which I love. He provides advice that is best for me rather than his commissions. He advises on debt reduction and investing to balance my financial future. I highly recommend Jeff and Wendy as financial advisors."
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