Milestone Financial Group's name has changed many times throughout our 60 years of history, but our mission and values have always stayed the same. We believe in doing the right thing for people, and we can attribute our growth and history to just that (and as a fiduciary, you can be assured we are legally bound to do what is in your best interest).
As business owners ourselves, Dan and Denise are passionate about helping businesses in rural communities thrive. We understand you are busy and pulled in a million different directions. We are here to make life a little easier for you. To address the specific needs, concerns, opportunities, and struggles that small business owners and professionals endure. Our job is to ask the right questions, so we can help you pursue your personal and business financial goals, from planning to execution.
We know that a lot of people out there are more intimidated by financial advisors than their own dentist. So we want to show you how UNintimidating we actually are.
