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Milestone Financial Associates, LLC - Home

Professionals who care as much about YOU as your investments.

Meet Our Team

A fiduciary has a legal and ethical responsibility to put their clients’ interests first.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DE, FL, GA, IN, LA, MA, MD, ME, NC, NE, NH, NJ, NM, NV, NY, OH, PA, SC, TX, UT, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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Form CRS: Client Relationship Summary

Milestone Financial Associates, LLC Offices in Macungie, Bethlehem, and Spring City, PA | P800.342.1146 | F610.421.8811