Milestone

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1 Blue Hill Plz
Pearl River, NY 10965
+1 (845) 620-1300
https://milestoneamg.com

Milestone Asset Management Group LLC, founded by Michael Mezheritskiy in 2016, offers personalized financial planning services aimed at individuals in or nearing retirement. The firm prides itself on being a fee-only, independent fiduciary that prioritizes clients' best interests, providing tailored retirement and tax planning, investment management, and estate planning services.

The team at Milestone is dedicated to delivering one-on-one service, ensuring clients have a knowledgeable financial partner to help navigate their financial journeys. With a focus on minimizing taxes and optimizing retirement income, Milestone aims to create plans free of mistakes, allowing clients to enjoy the lifestyle they have earned with peace of mind.

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