The Tiny Tassel

Milestone Wealth Management is a wealth management firm in Voorhees, NJ, located at 2 Sheppard Rd. It holds a rating of 4.50 based on 6 reviews.

The firm provides financial planning services tailored to individual investors, entrepreneurs, and business owners. Their advisors focus on simplifying financial complexities to help clients achieve both short-term and long-term goals. The team develops strategies designed to grow and protect wealth while aligning with clients' personal values and dreams.

The practice emphasizes independence, operating without conflicts of interest to prioritize client needs. They aim to build trusted relationships that span generations, serving young professionals, growing families, and retirees. The firm’s approach involves learning about clients' most valued goals to craft solutions that support their financial journey.

Key team members include Dan Hernandez, CFP®, AIF®, who has over 21 years of experience in strategic financial planning. Michael Maffei serves as a Financial Advisor, and Cindy Lucas is the Office Manager. The firm is associated with Lincoln Investment Planning, L.P., and its advisors hold relevant industry designations.

The business is situated in Voorhees, New Jersey.

BizScoreAI gives Milestone Wealth Management a perfect 100 out of 100 for Schema & Structure score, ensuring AI assistants and search engines clearly understand the business and its offerings. The firm also earns a solid 72 out of 100 for On-Page score, which helps search engines match the site to the specific searches customers make.

Services:

• Accessories
• Apparel
• Jewelry