Estate Planning
Financial Planning
Retirement Planning
Our Team

James A. “Jimmy” Jacobs ChFC, CLU began his career in the financial securities industry on January 1971 with Equitable...

Brandon started his career in Financial Services in 2015 while completing his Master of Business Administration at The...
Sally began working with Milestone Financial Solutions in March 2000. She specializes in group medical and dental...
Eva has over 40 years of experience within the Financial Services industry; she started with The Equitable while in high...