General Info

MILESTONE Investments Inc. is a provider of advisory and brokerage services to several businesses in North Carolina. Based in Charlotte, N.C., it specializes in providing investment advisory, education and product support services to firms and individuals in the retirement market. The firm focuses its services on corporate qualified retirement plans, individuals saving for retirement and individuals that are planning for or taking distributions at retirement. MILESTONE Investments Inc. is registered as an independent broker/dealer with Financial Industry Regulatory Authority (FINRA), the Security and Exchange Commission (SEC).