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 Great American Advisors^®, Inc. our clients have access to a wide array of financial solutions, including services such as retirement and education resources and investment products including stocks, bonds, mutual funds, annuities and  insurance products.  Great American Advisors^®, Inc.  is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and a FINRA member firm.

 Products & Services

Mutual funds and 529 plans are sold by prospectus and offering statement.  Carefully consider the investment objectives, risks, charges and expenses of a fund before investing.  This and other information is contained in the fund prospectus or offering statement available from your Registered Representative.  Read the prospectus carefully before investing.

Securities and insurance products offered through Great American Advisors^®, Inc., Member FINRA/SIPC.  GAA is not affiliated with Mifflinburg Bank & Trust or Milestone Financial Services and Milestone Investment Services.  Securities involve risks including possible loss of principal.