With over 40 years of combined experience, Milestone Investment Management helps individuals and families avoid blind spots and create a comprehensive, confident financial plan. As fiduciary asset managers, our recommendations will be in your best interest. Let us help you enjoy a richer way to wealth. Chuck Riedesel AIF®, Dennis Ryland Crow Jr. CFP® CPFA®, and Eric Riedesel CFP® will sit with you to take a collaborative look at your finances. We help you imagine your future and invest to make that future possible. We believe with a proactive plan in place you’ll be ready for all of life’s milestones and pivots, and you have a team of financial professionals guiding you to make informed decisions every step of the way. Our Services Include:
- Investment Management
- Private Wealth Management
- Estate Planning
- Retirement Planning
- Business Planning
- Insurance Planning
- Tax Planning
- Consulting Services
What sets up apart from the competition?
- Local trusted experts and fiduciary asset managers
- Large firm capabilities with small town service
- Customized financial planning
- Our clients are never just a number
Call today, and we would be happy to schedule your appointment 608-592-6982 or reach out www.mymilestoneplan.com. Milestone Investment Management is located at 160 S. Main Street Lodi, WI 53555. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html.
