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The financial planning you do today can have a huge impact in reaching your investment goals in the future. A Milestone Investments Advisor will help you map out a financial plan, implement your plan, and monitor and make adjustments as your unique needs change. We offer investment solutions for retirement, education savings plans, life insurance, estate planning and income generation.
Your advisor will take time to understand your financial goals and objectives and work with you to plan the best steps to meet those goals. When updates or changes need to be made, you can consult one-on-one with your advisor to ensure you stay on track.
Not sure where to start? Contact us today to get a financial health check and learn about the options available to you by calling 570-966-7402.
Advisory Services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Member FINRA/SIPC. www.lincolninvestment.com. Milestone Investment Services and the above firms are independent and non-affiliated. IMPORTANT: Electronic mail sent through the Internet is neither secure nor assured to be delivered on a timely basis. We strongly recommend that you do not send confidential personal information, such as social security numbers or account numbers, to us via electronic mail. Do not send time-sensitive or action-oriented messages to us via electronic mail. Unsolicited instructions to "buy" or "sell" a security or to conduct any other financial transaction may not be honored.
Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts.
This site is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside the United States. Lincoln Investment is registered as an investment adviser with the US Securities and Exchange Commission and as a broker dealer in all fifty states. This site has been prepared solely for information purposes and is not an offer to buy or sell any security or instrument or to participate in any particular investment strategy. Lincoln Investment and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of the websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving Mifflinburg Bank & Trust and assume total responsibility for your use of the sites you are visiting. Securities and services are offered to residents of the state of Pennsylvania; any offers herein are not being specifically directed to any persons in any state other than those states for which the Financial Representative is registered; and securities and services cannot be offered or sold until they are registered in the state and a final prospectus is delivered to investors in the state prior to any sales. Although most states acknowledge the disclaimer procedure, it may not be universally accepted.
Information on this website is not meant to be personalized investment advice; therefore, you should contact Milestone Investment Services for individualized counseling.
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