585 228 2558
Milestone Consultants, Inc.

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Eric Birdsall, Adviser at Milestone Consultants

ADVISER

Eric Birdsall, AIF, MBA founded Milestone Consultants, Inc. in 2017 and has been providing advisory services to individuals and organizations since 2006.

Milestone Consultants, Inc. is a Registered Investment Advisor specializing in Retirement, Estate and third-party consulting and/or fiduciary services to organizations who sponsor 401(k) or 403(b) plans.

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MILE·STONE

(noun)

  1. A stone at the side of a road that shows the distance to a particular place
  2. An event or achievement that marks an important stage in life

FIDUCIARY

(noun)

  1. A person to whom property or power is entrusted for the benefit of another
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Milestone Consultants, Inc.

585 228 2558[email protected]
PO BOX 312, Whitney Point, NY 13862

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Milestone Consultants, Inc. is a Registered Investment Adviser, registered in the state of New York. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult a qualified attorney or tax professional regarding any legal or tax questions you may have.

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