Michael Mezheritskiy

Milestone is an Independent, Financial Planning Company which means we do not have any proprietary products to sell you or sales goals to hit, in other words no agenda.

Financial Adviser at Milestone Asset Management Group in Avon, CT

About

Milestone Asset Management Group is an independent Financial Planning Company, which means we do not have any proprietary products to sell you or sales goals to hit, in other words no agenda. Specializing in Financial Planning & Asset Management. Unfortunately, not all financial advisors are held to the same legal and ethical standards. As a Registered Investment Advisor, Milestone Asset Management Group has a legal obligation to act as your fiduciary agent and to always do what is in your best interest. In an industry where most professionals represent a financial institution, clients need an advisor to represent them. That is why we developed our Fiduciary Oath, and are committed to acting in accordance with it at all times.

Contact
Click for phone number
(860) 259-4800
Click for fax number
(860) 259-4801
Address
302 W. Main St. Ste.206B in Avon, CT 06001
Info
Languages: English, Russian
Year started: 2000

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Judy

Answered by Martin A. Smith
CRPC®, AIFA® in Bowie, MD
Hi Judy, The best way to find CD rates is to contact a financial advisor who can provide you with a list of CDs with financial institutions (banks and brokerages) t...
CDs Investing & Retiring Retirement
Q&A
Asked by John

Answered by Michael Mezheritskiy
Financial Adviser in Avon, CT
John, the best way and the easiest way to describe a zero coupon bond is - It is a bond that is sold under its face value, meaning at a discount. however when it matur...
Bonds Investing & Retiring Taxes
Q&A
Asked by John

Answered by Kim Miller PRO+
CFP® in Redmond, WA
I always advise 401k participants to max fund their account regardless of the match level. This means $17,500 per year if you are under 50 and $23,000 if you are 50 o...
401(k) Investing & Retiring Taxes
3
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Specialties

  • Bonds & Fixed Income
  • Commodities
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Servicing

Credentials

Licenses

Series 6
Life and Health Insurance License
Series 63
Series 65
Series 7

Associations

Avon Chamber Of Commerce
Rotary Club, Avon-Canton

Accomplishments

Background

Experience

VP Senior Account Executive

Education

Suffolk university