Milestone Financial Group, Inc.

Jan and I started working with Dan many years ago when we met in Shenandoah. We felt very comfortable from the start and have enjoyed working with Dan, Kaleb and staff ever since. The entire staff are so friendly and accommodating.
Their financial advice has created a portfolio for us that has satisfied our financial need now and moving forward. Whenever the markets have been volatile there was no panic by his team, just "ride the ship" which is good sound advice.
We are not ones to follow stocks and markets daily so putting our trust in them and letting them make the proper choices puts our minds at ease.
As I prepare for retirement, I will continue to lean on them for their professional advice and we are very confident in their decisions.
If you are looking for a financial group, I would not hesitate to choose Milestone Financial. I think you will be very pleased.
Jim and Jan Cloepfil

I would like to thank everyone at Milestone Financial Group for everything they have done for Val and I. To have a group like this that really care about their clients and friends is the greatest. My only regret is that we wish we would have joined your clientele sooner. They are always there to help you with any services or questions you have. Keep up the good work and looking forward to many more years being your client and friend. Gary and Val

We really value the staff of Milestone Financial. They are fun to work with and meet with related to your financial planning needs. It is fun to work with people that know and care about you.

The biggest issue for me to select a Financial Advisor was trust. Putting my life savings in Dan and Denise Miller’s hands was a huge decision for me. I trust them to do what is right for me and they do a great job of keeping me informed.