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MILESTONE FINANCIAL PLANNING, LLC

Tel: 603-589-8010
3 Executive Park Drive
Suite 200
Bedford, New Hampshire  03110

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MILESTONE FINANCIAL PLANNING, LLC

MILESTONE FINANCIAL PLANNING, LLC is a Bedford, New Hampshire based financial advisory firm with nearly $486,717,369 in assets under management and provides investment advisory services for 1035 clients. There are currently 20 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

283439

SEC#:

801-107645

No. of Clients:

1035

Assets under Management

$486,717,369

No. of Advisors:

20

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