BBB Accredited Business Profile

Milestone Advice Group

Milestone Advice Group

(704) 887-4902

Milestone Advice Group

30 years in business
13850 Ballantyne Corporate Pl Ste 500
Charlotte, NC 28277-2830
BBB File Opened: 02/10/2012
Business Started: 01/01/1987
Business Started Locally: 01/01/1987
Type of Entity
Sole Proprietorship
Contact Information
  • Principal: Ms. Judith Mohr, Manager
Business Category
  • Financial Planning Consultants
  • Insurance - Life
  • Insurance - Long Term Care
  • Annuities
  • Mutual Funds
  • Retirement Planning Service
  • Investment Management
  • Estate Planning & Management

Alternate Business Names
  • Judith Mohr, CFP
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 
1

Milestone Advice Group

Milestone Advice Group

BBB ACCREDITATION SINCE 03/29/2012

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