Milestone Financial Associates recognized as a Forbes Best-In-State Wealth Management Team!

MFA NEWSLETTER RELEASE

Milestone Financial Associates, a boutique wealth management firm with offices in Macungie, Bethlehem, and Spring City, PA was recently recognized as a Forbes Best-In-State Wealth Management Team!
 
Milestone helps business owners and successful families by providing financial planning services, ongoing investment management, retirement, tax, and estate planning.
 
Milestone attributes much of their success to their focus on building long-term relationships with clients that make a difference in their lives.
 
Milestone’s President, David Coult, CFP®, who has over 25 years of experience in the wealth management industry, had this to say: “I am grateful for the trust our clients place in our team, and we remain committed to providing the personal attention and expertise clients need to live their best lives with confidence.”.
 
In addition, David’s proven track record and continued success earned him the recognition as a Forbes Best-In-State Wealth Advisor for 2024!
 
Milestone encourages you to reach out to them with questions regarding your personal financial needs.
 
 
2024 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2024 based on data from March 2022 to March 2023.  10,144 Management Teams were considered, approximately 4,100 Teams were recognized. Not indicative of advisor’s future performance. Your experience may vary.  For more information, visit https://www.forbes.com/lists/wealth-management-teams-best-in-state/.
 
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
 
Milestone Financial Associates, LLC
330 East Main Street, Macungie, PA 18062
401 Stony Run Road, Spring City, PA 19475
144 East Broad Street, Bethlehem, PA 18018
Tel: (610) 421-8777  www.milestonefa.com