Milestone Wealth Management of Voorhees
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Address
No reviewsFinancial planner · · 2 Sheppard Rd(856) 489-5040
Voorhees, NJ 08043 -
Phone
(856) 489-5040 -
Website
milestonewealthmanagement.net
Location
About Milestone Wealth Management of Voorhees
Milestone Wealth Management is a wealth management firm in Voorhees, NJ, located at 2 Sheppard Road. The firm provides financial planning services to individuals, business owners, and public school employees.
The advisors offer services including retirement planning, estate planning, life and long-term care insurance, and wealth management. They assist business owners with employee retirement planning and education, and help public school employees and non-profits with 403(b) and pension plan investment options.
The team includes Dan Hernandez, a Senior Financial Representative and Certified Financial Planner with over 21 years of experience. Cindy Lucas serves as the Office Manager, Michael Maffei is a Financial Advisor, and Stephen McEntee is also part of the team.
The Voorhees office is located at 2 Sheppard Road, Suite 301. The office can be reached at 856-489-5040, with a fax number of 856-751-8126. Regular business hours are Monday through Friday from 8:00 AM to 5:00 PM, with weekend appointments available by request.
BizScoreAI gives Milestone Wealth Management a Discoverability score of 75 out of 100, which measures whether AI crawlers are allowed in and can find every page of the website, the first step before any AI assistant can recommend the business. The firm also receives a Technical score of 74 out of 100, which measures whether the website is technically sound, secure and indexable, so search engines can read it without errors.
Score Summary
BizScoreAI scanned the website milestonewealthmanagement.net on June 30, 2026. Milestone Wealth Management of Voorhees has a BizScore of 48 out of 100.
- AI Visibility29 out of 100
- SEO68 out of 100
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 3 of 25 points, Content Readiness 12 of 30 points, AI Trust Signals 11 of 20 points.
Website audit sub-scores (out of 100): On-Page 56, Technical 74, Performance 70, Content 73.
Strengths: 5 checks passed. AI Crawler Access, AI Content Blocking, Rich Schema Types, About/Team Page, XML Sitemap.
Areas to improve: 13 checks. llms.txt (failed), FAQPage Schema (failed), Google Business Profile Link (failed), LocalBusiness Schema (failed), Third-Party Review Links (failed), Q&A Content (failed), Meta Description (failed), Organization Schema (warning), Speakable Schema (warning), Hyperlocal Targeting (warning), Local Multimedia (warning), AI-Parseable Headings (warning), Author Signals (warning).
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AI engine reads
Read by AI engines 2 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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