We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Resources for Businesses My BBB
Share
Business Profile

Investment Advisory Services

Milestone Asset Management Group LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Investment Advisory Services.

Visit Website(860) 259-4800

About

Overview

Milestone Asset Management Group LLC

302 W Main St Ste 206

Avon, CT 06001-3681

View Service Area

Find a Location

Milestone Asset Management Group LLC has 2 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Please enter a valid location.

    Years in Business: 11

    BBB Accreditation & Rating

    Milestone Asset Management Group LLC is NOT a BBB Accredited Business.

    To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

    Why choose a BBB Accredited Business?

    About This Business

    Milestone Asset Management Group, LLC specializes in financial planning and wealth management for individuals, corporations and non-profits. The business services include but are not limited to individual estate and retirement planning, financial analysis, developing employee retirement plans, 401(k) fiduciary services,net unrealized appreciation and more. 

    Business Details

    Local BBB:
    BBB Serving Connecticut
    BBB File Opened:
    6/12/2014
    Business Started:
    6/5/2013
    Business Incorporated:
    2/5/2016
    Type of Entity:
    Limited Liability Company (LLC)
    Business Management:
    Mr. Michael Mezheritskiy, Founding Partner

    Additional Contact Information

    Principal Contacts
    Mr. Michael Mezheritskiy, Founding Partner
    Customer Contacts
    Mr. Michael Mezheritskiy, Founding Partner
    Fax numbers
    Primary Fax: (860) 259-4801
    Additional Phone Numbers
    Other Phone: (203) 951-1133
    Social Media

    Additional Information

    Other Resources
    Banking, CT Department of (DOB)
    260 Constitution Plaza
    Hartford CT 06103
    Phone Number: 800-831-7225
    Insurance Department, State of CT (CID)
    153 Market St
    Hartford CT 06103
    Phone Number: (860) 297-3900
    Business Categories
    Investment Advisory Services, Financial Services, Financial Planning Consultants, Life Insurance, Retirement Planning Services, Estate Planning and Management

    More Resources

    BBB Reports On: Known Marketplace PracticesOverview of Ratings

    Featured Content

    BBB Business Profiles may not be reproduced for sales or promotional purposes.

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

    When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

    BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

    As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.