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MILESTONE PARTNERS

Financial Advisor serving Villanova, Pennsylvania · 1 of 4 financial advisors in the area

📍 797 EAST LANCASTER AVE, SUITE 200, Villanova, Pennsylvania
📞 610-526-••••
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📍 797 EAST LANCASTER AVE, SUITE 200, Villanova, Pennsylvania

About MILESTONE PARTNERS

MILESTONE PARTNERS is a financial advisor located in Villanova, Pennsylvania. As a local financial advisor, they serve Villanova and surrounding communities in Pennsylvania. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Villanova should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Pennsylvania securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Villanova

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Villanova may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Villanova

✓ Check online reviews and ratings before hiring
✓ Get multiple quotes to compare pricing
✓ Verify licensing and insurance
✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Villanova?
Financial Advisors in Villanova typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Villanova?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 4 financial advisors in Villanova to choose from.
Does MILESTONE PARTNERS offer free quotes?
Contact MILESTONE PARTNERS directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Villanova

MP NEXT CAPITAL

797 EAST LANCASTER AVE, SUITE 200, VILLANOVA, PA 19085

PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.

797 E LANCASTER AVE, STE 200, VILLANOVA, PA 19085

MILESTONE PARTNERS MANAGEMENT CO., L.P.

797 EAST LANCASTER AVE, SUITE 200

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