Milestone Financial Services
At Milestone Financial Services our mission is to provide educated, forward thinking financial advice, and high touch personal service to clients who are approaching or are in retirement. We provide customized financial strategies using the latest products, innovations, research, technology and the backbone and resources of the largest independent broker/dealer in the nation, LPL Financial.
Milestone Financial Services is a full service financial advisory and wealth management firm whose primary focus is on pre and post retirement planning. Milestone Financial was started in 1996 by two partners, Keith Svendby and Jerry Nettuno. Both partners worked together, for 10 years in Winter Park, Florida, at a Wall Street based mutual fund and insurance company called First Investors Corp. Initially, Milestone Financial Services was affiliated with a Miami based independent broker/dealer called Investacorp. In 1998 Mr. Nettuno chased his dream and moved his family out to Montana. Keith reformed the partnership with two new partners, and in late 2000 joined Raymond James & Associates. Milestone Financial Services was affiliated with Raymond James, in downtown Orlando, until the spring of 2011 when we joined LPL Financial and set up as a Registered Investment Advisor under Independent Financial Partners. Milestone Financial Services office is in Maitland, FL.
Address: 500 North Maitland Avenue, Suite 300, Maitland, FL 32751, USA
Phone: +1 321 972 1475
FAX: +1 407 644 1480
