Michael Mezheritskiy

Avon, CT

Verified Identity

Milestone Asset Management Group

Years of Experience

24 years

Member Since

2022

Allow Me to Introduce Myself

Michael is committed to helping people create strategies, which will help them pursue their financial goals and objectives. He brings over 20 years of experience in the financial services industry to his clients. During Michael's career, he has had the opportunity to structure unique and complex sol...

Services Provided

Investment Management

Tax Planning

Financial Planning

Retirement Planning

Specialties and Expertise

Cash Flow Analysis

Tax Preparation

High Net Worth Planning

Ultra High Net Worth Planning

Tax Minimization Inv...

Retirement Income

Credentials and Designations

Series 66

Series 66 - Uniform Combined State Law Exam

Click to learn more

Pricing Models

Flat FeeAUM

Education

Suffolk University

Finance and Computer Information Systems Minor

Obtained in 2000

Disclosures and Proof of License

SEC Profile

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