Mylestone Plans
Financial Services • 
Rockville, Maryland, United States • 1-10 Employees
Company overview
| Headquarters | 1300 Piccard Dr, Suite 206, Rockville, Maryland 20850, US |
| Phone number | +13827652100121 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Education, Investment Management, Comprehensive Financial And Estate Planning, Designing Cost Effective Retirement Plans, Nonprofit Benefit Planning |
| Founded | 1988 |
| Employees | 1-10 |
| Socials |
Key Contacts at Mylestone Plans
Myranda Armey
Director Of Retirement Plans Services
Daniel Ward
Director Of Investment Planning Services
Mylestone Plans Email Formats
Mylestone Plans uses 2 email formats. The most common is {first initial} (e.g., j@mylestoneplans.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@mylestoneplans.com | 50% |
{first name} | john@mylestoneplans.com | 50% |
About Mylestone Plans
Mylestone Plans is a national leader in helping members of the business and non-profit community achieve their financial goals. Our firm provides a comprehensive range of institutional services to hundreds of businesses and non-profit organizations, as well as private financial and investment planning to their leadership and employees. Across our clientele, our stellar service, unflagging attention to detail and deep commitment to your success help to set us apart. We invite you to review our site or contact us directly to learn more. Mylestone Plans is a marketing name for, and Amir Eyal and Aleksandr Roytman are registered representatives of, Lincoln Financial Advisors, Corp. Securities and investment advisory services are offered through Lincoln Financial Advisors Corp., a broker-dealer and registered investment advisor (member SIPC). Insurance offered through Lincoln affiliates and other fine companies. Amir Eyal and Aleksandr Roytman are securities licensed in AL, AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, UT, VT, VA, WA, WV, and WI. CRN-3002790-031920
Mylestone Plans revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Mylestone Plans has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Mylestone Plans has never raised funding before.
Mylestone Plans Tech Stack
Discover the technologies and tools that power Mylestone Plans's digital infrastructure, from frameworks to analytics platforms.
Web servers
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Miscellaneous
Video players
JavaScript frameworks
Blogs
Databases
Australia
United Kingdom
Spain
Frequently asked questions
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