At Milestone Investment Services we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.
Through our partnership with UVEST Financial Services, our clients have access to a wide array of financial and wealth management solutions, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. UVEST is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and an NASD member firm.
Products & Services
| Stocks & Bonds | Individual Retirement Accounts |
| Tax Free Investments | Business Retirement Plans |
| Mutual Funds | Retirement Planning |
| Annuities | Education Planning & 529 Plans |
| Insurance Products | Professional Asset Management |
Securities are offered by and financial consultants are registered with UVEST Financial Services, Member NASD/SIPC
UVEST Financial Services and Milestone Investment Services are independent entities.
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Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value | |
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Not Guaranteed by any Government Agency |
Not a Bank Deposit | ||