Milestone Financial Group Revenue

Financial Services • Red Oak, Iowa, United States • 11-20 Employees

Milestone Financial Group revenue & valuation

Annual revenue	$1,368,880
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,400,000
Total funding	No funding

Key Contact at Milestone Financial Group

Sloane Killion

Marketing Director

Company overview

Headquarters	505 N. Third Street, Red Oak, IA 51566, US
Phone number	+17126235726
Website	planwithmilestonefinancial.com
NAICS	52
Keywords	Investment Planning, Retirement Planning, Family Services, Risk Management & Insurance, Financial Estate And Tax Management Planning
Founded	1963
Employees	11-20
Socials

Milestone Financial Group Email Formats

Milestone Financial Group uses 2 email formats. The most common is {first initial} (e.g., j@planwithmillerfinancial.com), used 57.1% of the time.

Format	Example	Percentage
{first initial}	j@planwithmillerfinancial.com	100%

About Milestone Financial Group

Our team focuses on the individual client experience, educating them and helping to lay the groundwork for their many milestones in life. We use the latest technology to help devise risk analysis (using the Riskalyze tool), income planning, and investment strategies for our clients. Milestone Financial Group, Inc., is dedicated to helping clients build for tomorrow and prepare for what might happen today. You’ll also benefit from the experience and knowledgeable network of planning and investment associates who support our firm (including accounting and legal). Please review a copy of our Commenting Guidelines at: https://www.usafinancial.com/investors/commenting-guidelines Daniel S. Miller, Kaleb Robuck, Marcus Taylor, and Ashleigh Franco are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. A registered investment advisor located at 6020 E Fulton St., Ada, MI 49301. Milestone Financial Group is not affiliated with USA Financial Securities.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Head

Employees by Department

Milestone Financial Group has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

Milestone Financial Group has never raised funding before.

Milestone Financial Group Tech Stack

Discover the technologies and tools that power Milestone Financial Group's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Calendly

Appointment scheduling

Datadog

Analytics

Frequently asked questions

Milestone Financial Group is located in Red Oak, Iowa, US.

You can reach Milestone Financial Group at +17126235726.

Milestone Financial Group generates an estimated annual revenue of $1,368,880. This revenue figure reflects the company's market position and business performance in its industry.

Milestone Financial Group has an estimated valuation of $4,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Milestone Financial Group was founded in 1963, making it 63 years old. The company has established itself as a significant player in its industry over this time.

Milestone Financial Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Milestone Financial Group

Sloane Killion

Marketing Director

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