Milestone Asset Management Group - Milford, Connecticut

Milestone Asset Management Group: A Comprehensive Financial Planning Firm

Milestone Asset Management Group is a financial planning firm that specializes in providing exceptional guidance on various financial matters. With a focus on ROTH conversions, the firm takes pride in offering personalized advice based on each client's unique financial situation.

Expertise and Specialties

As a financial planner, Milestone Asset Management Group excels in offering expert advice on ROTH conversions. The firm's team of professionals is dedicated to helping clients make informed decisions by thoroughly explaining the benefits and mechanics of ROTH conversions using real data. Their expertise in this area has earned them a reputation for delivering outstanding results.

Location and Accessibility

Situated at Address: 55 Cherry St, Milford, CT 06460, Milestone Asset Management Group is conveniently located for clients in the Milford area. The firm offers a wheelchair accessible entrance, parking lot, and restroom, making it easily accessible for all clients. Additionally, the firm has designated restroom facilities and is proud to be LGBTQ+ friendly.

Appointments and Parking

Appointments are required at Milestone Asset Management Group, and it is recommended to schedule them in advance. Clients will be pleased to know that the firm offers free parking in its parking lot.

Client Reviews and Reputation

Milestone Asset Management Group has received a average opinion: 5/5 from 15 reviews on Google My Business. Many clients have praised the firm's expertise, particularly in the area of ROTH conversions. One client shared, "I had the pleasure of working with Rich, who provided exceptional guidance on the benefits of ROTH conversions. I now feel confident in making informed decisions about when and how much to convert."

Final Recommendation

Milestone Asset Management Group is an excellent choice for those seeking financial planning services, especially if you are interested in ROTH conversions. Their expertise, personalized advice, and commitment to client success make them a top selection for financial planning needs. Don't hesitate to contact Milestone Asset Management Group through their website to schedule an appointment and start working towards your financial goals.

👍 Reviews of Milestone Asset Management Group

Brian R.

5/5

I had the pleasure of working with Rich, who provided exceptional guidance on the benefits of ROTH conversions. Rich took the time to thoroughly explain how they work and why they are advantageous for my specific financial situation using real data. I now feel confident in making informed decisions about when and how much to convert. I highly recommend Rich to anyone seeking financial advice, especially if they are interested in doing ROTH conversions!

Deanna D.

5/5

Rich helped me organize my finances and set solid plans into place after my husband passed unexpectedly. He was compassionate while being honest in his assessment and his guidance. Six years later I am in a much better place and feel very appreciative of his services.

Penny H.

5/5

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.

Michele O.

5/5

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.

John T.

5/5

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.

Betsy B.

5/5

A couple years ago I was put in touch with a financial brokerage service through friends. I initially was cautious, but chose to go ahead and invest with them. When I recently reviewed my retirement plan I noticed the performance was less than optimal. I found Rich LoPresti through a google search and met with him and discovered that there were fees attached to my investments that I was not aware of. He assisted in reconstructing my portfolio to be more efficient now and for the future. I highly recommend his services, his skills, his awareness and his calm and kind demeanor.

Jen S.

5/5

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.

debrosse1

5/5

Rich was awesome to talk to as always. His financial advice was very helpful to me, and he explained complex concepts (stocks, savings, retirement, etc) in simple layman terms. He was very patient in answering all my questions. In fact, our meeting was scheduled for 60 minutes, but he allowed it to go for close to 70 minutes, after which he emailed me resources to refer to, and was still answering questions I emailed him! I wholeheartedly recommend Rich for anyone seeking a financial advisor. Talking with him feels very much like chatting with a friend over beer - just that the conversation is centered on his listening to and understanding your financial goals and concerns, and giving you a plan of action based on his expertise and historical data.