Milestone Consultants Email Formats
Financial Services • 
2670 Main St., Whitney Point, United States • 1-10 Employees
Milestone Consultants Email Formats
Milestone Consultants uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@mstnconsultants.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@mstnconsultants.com | 100% |
Key Contact at Milestone Consultants
Eric Birdsall
President
Company overview
| Headquarters | 2670 Main St., Whitney Point, NY 13862, US |
| Phone number | +15852282558 |
| Website | |
| NAICS | 52 |
| Keywords | Investment Policy Development, Act As 3(21) Investment Fiduciary To Plan, Act As Fiduciary To Participants, Fund Menu Design, Group Employee Meetings, Plan Design Consulting, Plan Investment Monitoring, Plan Vendor Rfp Process Management, Vendor Fee And Service Reviews, Vendor Management And Issue Resolution, One-On-One Employee Meetings |
| Founded | 2017 |
| Employees | 1-10 |
About Milestone Consultants
Milestone Consultants, Inc. offers fiduciary support to small and mid-sized organizations that sponsor a retirement plan. We are an independent third party with no conflicts of interest, which means we act as a member of our clients team for their best interests. We offer both project-based and ongoing services to help our clients with plan due diligence and monitoring, management of the plan vendor RFP process, plan implementation oversight, ongoing fiduciary support to plan sponsors, and individualized advice and education to plan participants as a fiduciary.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Milestone Consultants has never raised funding before.
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Frequently asked questions
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