A fancy word that means we are a true financial partner who acts only in your best interest. They have someone in their corner working as hard to protect their money as they did to earn it. Instead of managing their money alone, they have the help of a knowledgeable financial professional. Settling a loved one's estate and distributing their assets after death can be a time-consuming.
Choosing the right financial advisor is one of the most important decisions you can make for your. Michael Mezheritskiy has been awarded the Five Star Wealth Manager Award six years in a row. Named one of the top Connecticut-based Wealth Management Companies 2021 by Daily Finance. Ready to transform financial overwhelm into confidence and clarity when it comes to your retirement income and spending?
Choosing the right financial advisor is one of the most important decisions you can make for your. Michael Mezheritskiy has been awarded the Five Star Wealth Manager Award six years in a row. Named one of the top Connecticut-based Wealth Management Companies 2021 by Daily Finance. Ready to transform financial overwhelm into confidence and clarity when it comes to your retirement income and spending?
Services
We know you have a lot on your plate and you might not want the pressure of managing your portfolio. That's why we do it for you. We proactively help you make the best money decisions, and empower you with information in plain english. Since we are fee-only and do not accept commissions, you'll never have to worry about whether a recommendation is in our best interest or yours.
You don't go to the Dermatologist for an eye exam, and we want to make sure we are the right financial planner for you. If we aren't, we will happily point you to the right expert. Just as a doctor will diagnose before they prescribe, our goal is to understand your entire financial situation during this one-hour meeting.
They change every year and can cost you tens of thousands of dollars, unless you're prepared. As tax planning advisors, we work directly with you to minimize your tax burden and have a full-suite of CPAs and tax attorneys stay up-to-date on tax law. So you can rest easy knowing your largest retirement expense will be as small as possible.
In other words, we consider the market (risk) and distribute your income responsibly (reward). The goal is to improve returns and create a reliable income stream regardless of the market. That way, you don't have to worry about the market crashing, we've already done the worrying for you - and built a plan to address it.
As retirement planning specialists, we help you determine the best time to collect Social Security. When should you start collecting Social Security? Does it make sense to delay till full retirement age, start early, wait till 70, or is it better for one spouse to start and for the other to delay? What helps you the most?
Reviews (10)
Sarath Damodar
Aug 05, 2021
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I consider Mike as an advisor extraordinaire; who goes above and beyond to create financial strategies to help his clients. He brings a wealth of experience and is always on the lookout for emerging opportunities to grow the client's portfolio. I have only known him for a while but his qualities are second to none. Not that you'll need him often, but he's readily available for a financial conversation. Based on my experience with Mike, I've no hesitation in recommending him as a fiduciary.
Bob Schackner
Aug 03, 2021
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I knew Mike professionally before I engaged him to help me with my finances. We worked together in the same office but I was not one of his clients at the time. One day I asked if he had some time as I needed some financial advice. It turned into an hour-long conversation and I knew Mike was exactly the person I needed to help guide me with my personal finances.
Since that time, Mike has helped me continue to achieve my financial goals. As I get closer to retirement, he has given my wife and me options I never considered.
Mike is extremely knowledgable, energetic, patient and very personable
Since that time, Mike has helped me continue to achieve my financial goals. As I get closer to retirement, he has given my wife and me options I never considered.
Mike is extremely knowledgable, energetic, patient and very personable
Gena Hamilton
Jul 29, 2021
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A couple of years ago, I decided to launch my own digital agency business. I grappled with retirement, what retirement looked like for me, and decided that I did not want to retire at 64. At the time, I was 55 years old with some retirement. I decided to invest in myself and closed my 401K. Yes, it's risky, but I believed in myself. I wanted to build a viable digital agency supporting customers who needed help with digital advertising – demystifying digital and how to leverage digital advertising and data to reach their customers – that's what I wanted to do. I spent 26+ years working and building
Joyce Morin
Jul 03, 2021
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I met Michael in 2019 after attending one of their financial seminars. I had attended quite a few, and I was very impressed with the level of professionalism and knowledge. I met with Michael several more times over the next few months and was very comfortable moving my retirement accounts to Milestone.. it has been great, Michael is very accessible, extremely knowledgeable and always takes time to explain our strategies. So glad I attended that seminar in 2019! I would highly recommend Milestone Asset Management.
John Maschi
Jul 03, 2021
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When we first met Mike for a review of our investments, we were impressed with his unique approach to personal investing. Investing is fairly complex but he broke it down into a simple to understand philosophy that made a great deal of sense. Mike tailored an investment plan to our specific risk tolerance that has done us well. His attention to detail, constant oversight and contact with us is over the top. And his memory for numbers continues to amaze me. Count us among his many satisfied clients.
Bill Hall
Jun 27, 2021
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I have known Michael for over ten years. We first met when he was at Fidelity and my retirement account was there. His advise was extremely helpful for me during the market downturn of 2008. He left there to start his own business and I left a few years later looking for more personalized attention to my portfolio. I found Michael again at Milestone Asset Mgt. about five years ago and he has managed my money ever since. His attention to my individualized portfolio and our one on one meetings quarterly are just the kind of service I was looking for. I highly recommend him as an individual and as
Peter Frascarelli
Jun 21, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Mike has been our financial advisor for years. He gives very sound and well researched advice. We put a retirement plan together with him years before our retirement age so we would be prepared. Mike did a fabulous job. I highly recommend his services.
Mike has been our financial advisor for years. He gives very sound and well researched advice. We put a retirement plan together with him years before our retirement age so we would be prepared. Mike did a fabulous job. I highly recommend his services.
Steve S.
Jun 17, 2021
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Michael stands out as our financial planner and advisor in so many ways. He is extremely professional and attentive to our financial needs. Whether advising on short or long term goals, he is solely focused on what is in our best interests. We are truly appreciative of his hard work and dedication. We have recommended him to family and friends without hesitation.
Elizabeth Hines
Jun 13, 2021
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We have tremendous respect for, and confidence in Mike as our financial planner. Mike constantly watches over our investments, making changes and improvements to bring the maximum benefits to our portfolio while reducing risk for us. His communication is outstanding. He offers quarterly meetings & updates & goes over our portfolio in detail while ensuring we understand what is happening with our money. He's easy to talk to, accessible to us, and he has a great sense of humor. Highly recommend!
Brian Franzosa
Jun 11, 2021
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I came to Michael Mezheritskiy a couple of years ago to get help on reallocating my investment portfolio. Even though I knew very little about investing, Michael had the heart of a teacher and took his time explaining everything and answering all of my questions. I never felt pressured or rushed into making any investment decisions. I would highly recommend Michael to anyone seeking investment advice.
