Milestone Wealth Design - Yorkville, Illinois

Milestone Wealth Design

Milestone Wealth Design is a highly respected financial planning company located at 129 Commercial Dr UNIT 4, Yorkville, IL 60560. With a strong focus on helping their clients achieve financial success, they have become a trusted partner for many individuals and families in the area. The company is led by experienced financial planners Jeff and Wendy Malas, who have a proven track record of providing personalized advice and tailored solutions to meet each client's unique needs.

Their specialties include comprehensive financial planning, investment management, and risk management strategies. They take a holistic approach, considering all aspects of their clients' financial lives, from saving for retirement to protecting their assets and planning for future goals. Milestone Wealth Design offers a range of services, including online appointments and onsite consultations, ensuring that clients can access the support they need in a convenient and accessible manner.

One of the key strengths of Milestone Wealth Design is their commitment to building long-term relationships with their clients. They take the time to understand each client's individual circumstances and goals, and work closely with them to develop a customized plan that aligns with their values and aspirations. This personalized approach sets them apart from many other financial advisors in the industry.

In addition to their expertise and personalized service, Milestone Wealth Design is known for their exceptional customer service. They are always responsive and proactive in addressing any questions or concerns their clients may have, ensuring that they feel supported and informed throughout the financial planning process. Their dedication to client satisfaction is evident in the high ratings and positive reviews they have received from their clients.

Overall, Milestone Wealth Design is a top-rated financial planning company that offers a comprehensive range of services, personalized advice, and exceptional customer service. With their proven track record and commitment to helping their clients achieve financial success, they are a valuable resource for anyone looking to take control of their financial future.

Address: 129 Commercial Dr UNIT 4, Yorkville, IL 60560

Phone: 02308500

Website: milestonewealthdesign.com

Specialties: Financial planner

Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended

Opinions: This company has 3 reviews on Google My Business.

Average opinion: 5/5

👍 Reviews of Milestone Wealth Design

Kevin H.

5/5

I've personally known and worked with Jeff and Wendy Malas for many years. They are a very dedicated and trustworthy company with great attention to detail and they really have the client's best interest at heart. From great investing and risk reduction advice to properly protecting ourselves with the right insurances at the right time, they have become a very valuable asset to my family's finances!

Brian B.

5/5

Jeff and Wendy Malas make a great team. I have been investing with Jeff Malas for many years. He has a Christian background which I love. He provides advice that is best for me rather than his commissions. He advises on debt reduction and investing to balance my financial future. I highly recommend Jeff and Wendy as financial advisors.

Jeff N.

5/5

Professional, Knowledgeable and always Friendly...
Jeff & Wendy Malas and staff have helped managed the majority of our financial life for the past few years. As our finances have grown, so have they in their knowledge of the market and 'outside the box' investment vehicles and products to best suit our needs in today's volatile financial marketplace. Great for all types of our insurance products and investments. Highly moral and ethical - Top Notch!