Milestone Advice Group
Financial Services • 
Fort Mill, South Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 246 Rockmont Dr, Fort Mill, South Carolina 29708, US |
| Phone number | +18035477526 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Life Insurance, Financial Planning, Long Term Care Insurance, Retirement Income Planning |
| Employees | 1-10 |
| Socials |
Key Contact at Milestone Advice Group
Judi Lohr Mohr
Owner
About Milestone Advice Group
Financial services company in Fort Mill, SC. Milestone Advice Group provides comprehensive financial advice with a mission to inspire and empower you to realize your life's passions. Our process consists of building a relationship with you that evolves and progresses as you do in retirement. We specialize in developing income plans that adhere to your values, goals and needs. Through discussion and analysis, we raise new questions, provide thoughtful answers and offer our perspective on your situation. --- Judith Mohr is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA(www.finra.org)/SIPC(www.sipc.org). , Judith Mohr Registered Representative. Securities licensed in DE, FL, GA, NC, SC, TN, TX. Check the background of this financial professional on FINRA's BrokerCheck (http://brokercheck.finra.org/)
Milestone Advice Group revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Milestone Advice Group has never raised funding before.
Spain
United Kingdom
Frequently asked questions
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