Milestone Wealth Management

Jul 2023

We were introduced to milestone coaching through our employer sometime in 2019 till February of 2023 although no real growth or no real communication other than monthly statements which are complex in understanding so in December of 2022 we were contacted by Travis Tazawa that Milestone is planning to move to another firm to improve the growth since the market looks not so good and that Travis will be investing into some CD's which were earning good rates so I mentioned that can you do a conversion from our traditional IRA's into our ROTH IRA's which he acknowledged that he will take of it .On January 16,2023 @5:11pm I wanted to pay a on-line payment but to my surprised...read full review