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We help you invest in your finanical future!
Over 130 families served!
Milestone Investment Management in Carrollton offers experienced, highly personalized financial advice that helps clients define goals with confidence, gain clarity on financial matters, and put a long-term plan in place that seeks to help you build wealth one milestone at a time.
Our team of experienced advisors and professional administrative staff offer highly personalized financial services. We focus on your needs, wants, and goals so that we can develop a long-term financial plan that’s customized just for you.
Our approach is individualized. We help you plan for the life you want and achieve your personal best through solid financial counsel.
Know that there’s a place for you in our financial family at Milestone Investment Management.
The Women's Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women's Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women's Choice Award Financial Advisors, though they may have paid a basic program fee to cover the cost of their client survey. The inclusion of a financial advisor within the Women's Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success. Women's Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of December 31, 2020, of the 566 considered for the Women’s Choice Award, 193 were named Women’s Choice Award Financial Advisors/Firms. The criteria provided reflects the most recent year for which Financial Advisors/Firms received the award. The criteria used, the number of Financial Advisors/Firms considered for the award, and the number of those who receive the award, may vary from year to year. For more information, please visit http://www.womenschoiceaward.com/.