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Who we are:
MILESTONE Investments, Inc. is registered as an independent broker/dealer FINRA and the SEC, and as an Investment Advisor in the State of North Carolina. We specialize in providing investment advisory, education and product support services to businesses and individuals in the retirement market. Our customers are employers sponsoring qualified retirement plans and individuals saving for or taking distributions during retirement.
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Mutual Funds and annuities are offered through Milestone Investments, Inc., a registered limited broker/dealer.
All registered representatives and registered advisors of Milestone Investments, Inc. may only transact business in States for which they are duly registered or otherwise meet State requirements. It is requested that all inquiries relative to the information provided on this site be directed jlindsley@milesinc.com
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