Mylestone Plans

Financial Services - Rockville, MD, US

Mylestone Plans Employees
Amir Eyal

401(k) & 403(b) Retirement Plans | Investment Advisory Services | Comprehensive Financial Planning

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Daniel Ward

Director of Investment Planning Services

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Aleksandr Roytman

Director of Retirement Plan Services

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Laura Kreta

Retirement Plan Services Specialist

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Karen Bowen

Front Desk Receptionist

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Mylestone Plans Details

Mylestone Plans is a national leader in helping members of the business and non-profit community achieve their financial goals. Our firm provides a comprehensive range of institutional services to hundreds of businesses and non-profit organizations, as well as private financial and investment planning to their leadership and employees.Across our clientele, our stellar service, unflagging attention to detail and deep commitment to your success help to set us apart. We invite you to review our site or contact us directly to learn more.Mylestone Plans is a marketing name for, and Amir Eyal and Aleksandr Roytman are registered representatives of, Lincoln Financial Advisors. Securities and investment advisory services are offered through Lincoln Financial Advisors Corp., a broker-dealer and registered investment advisor (member SIPC). Insurance offered through Lincoln affiliates and other fine companies. Amir Eyal and Aleksandr Roytman are securities licensed in AL, AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, UT, VT, VA, WA, WV, and WI. CRN-3002790-031920

Mylestone Plans logo, Mylestone Plans contact details
Employees: 20 - 49
HQ: 301-816-3196
Location: Rockville, MD, US
Revenue: 1 - 2.5 Million
Designing Cost Effective Retirement Plans Investment Management Comprehensive Financial and Estate Planning Financial Education Nonprofit Benefit Planning
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