Milestone Wealth Google Reviews
These unsolicited Google reviews were given by current clients of Milestone Wealth. No compensation was provided for these reviews. The opinions may not be typical of other clients’ experiences with the firm.
No guarantees of performance or success can be inferred from these client reviews of the firm. All of the firm’s reviews on Google can be accessed by clicking below.
"Milestone Wealth is topnotch in their field. The entire staff delivers first rate customer service, whether it is part of their extensive professional package or a separate personal request. Everyone is always willing to go above and beyond to make sure you get whatever you need to be and feel successful within the business arena or associated personal relationships.
The family atmosphere makes conducting business a pleasure and results are a testimony to their investment and strategic planning acumen. We highly recommend this GREAT Team!"
- Donna C.
"This truly is the best team out there! They truly care about my future and financial goals. They are patient, informative, honest and strategic.
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What I like best is they just don’t put my money in block investment packages. They pick the perfect ones for my needs and goals. They monitor daily and I don’t have to worry about it. They got my best intentions at heart. I highly recommend them!"
- Christine S.
"Dave and Robert have been GREAT to work with. Well informed, highly experienced and professional with excellent resources to engage the client and make what can be confusing or even daunting into a clear articulate presentation. I highly recommend Milestone Wealth Management!"
- Joe M.
"Dave and his team have provided Immeasurable guidance helping us meet our financial goals for retirement and beyond. They always provide personal, professional and thorough evaluation of our portfolio to optimize growth potential. They are very responsive and available to any questions or concerns we have. Would highly recommend them to anyone seeking trustworthy financial planning."
- Denise O.
"I have been a client of Dave Hunt at Milestone Wealth for over a decade. I will never change financial advisors even though I have physically moved elsewhere. Mr. Hunt and his team are true experts in wealth management who give accurate and rational advice during both strong and challenging financial times. Mr. Hunt provides a highly organized system to analyze and focus on his clients' long term goals. He does so with kindness and flexibility, truly listening to a client's priorities and ethical considerations. I recommend Mr. Hunt's services to anyone in need of highly competent and understanding financial planning."
- Eleanor H.
"Have used the financial planning services of Milestone and am extremely pleased with the professionalism and personal attention. With Milestone, it is not just about creating wealth but also making sure you get great advice about a variety of issues that affect your financial well-being. The staff is very customer oriented and does a great job with the personal touch."
- Jack B.
