MM
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 - 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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