Milestone Wealth Management

(on sheppard road)
Financial and Investment Services in Voorhees, NJ
Financial and Investment Services
Financial Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

2 Sheppard Road
Voorhees, NJ
08043

About

At Milestone Wealth Management, we will serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world and as your advocate, we strive to learn about your most valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.

Working together, we’ll develop a financial plan to guide your decisions to reach your desired destinations, both short-term and long-term. Our professional and insightful guidance will ensure that you’re well informed and confident of your financial plans, no matter where you are in your life journey.

Photos

Milestone Wealth Management Photo Milestone Wealth Management Photo Milestone Wealth Management Photo Milestone Wealth Management Photo Milestone Wealth Management Photo Milestone Wealth Management Photo Milestone Wealth Management Photo

Services

  • Individuals
  • Business Owners
  • Public School Employees and Non-Profits

Latest

Yesterday’s “Politics:In Focus” program on PHL17 discussing Upcoming Stimulus package. https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fphl17.com%2fin-focus%2fin-focus-unemployment-benefits-delaware-state-u-shares-reopening-plan-america-aiding-schools-and-businesses-reopening-museum-of-the-american-revolution-new-exhibit%2f&c=E,1,R4yekQqS_5-b7QaCTK8rUFtOJye90tkZ9B6dS0xIsu_8qyRoodpj8Bg55Mwl7DFvGvz7ySkowrnkxn94WRGKx49wEYMU-I6LlxOfNu6Y85bxNmGQ&typo=1 PHL17.COM In Focus: Unemployment Benefits, Delaware State U shares reopening plan, America Aiding Schools and Businesses reopening, Museum of the American Revolution new exhibit
https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fphl17.com%2fphl17-morning-news%2fstimulus-checks-will-there-be-another-who-will-get-them-and-how-much-money-could-we-get%2f&c=E,1,amwwaXoL41YWR1zQs6qzV8R5vSLY2aqFktKOnVwjjZNbfC4UNYdfbjGuYPDoqnjOf8YoxwSjjWQGvRAg6YxNiL_MIdetxRvLZfImRMAqgW6EWacLUPI1&typo=1 Stimulus Checks: Will there be another? Who will get them? And how much money could we get?
In case you missed it, here’s the clip of my interview on market conditions last week during latest COVID-19 news. https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fphl17.com%2fphl17-morning-news%2ffinancial-planning-in-an-uncertain-market%2f&c=E,1,94T05rlj5ieK7Br80WM1-DthNTuqgR2NTx61URo4_iapkuPN3emOx1DiIySqNZxCIb4U-oK1-lFzl6nECa0R3cwXF_UsCOpcZ3ldLoM0gdFNcZDOs7B7SfaZvA,,&typo=1 PHL17.COM Financial planning in an uncertain market
In case you missed it yesterday, here's a link to the interview I did on PHL17. : https://phl17.com/phl17-morning-news/how-to-get-through-the-covid-19-pandemic-if-youre-short-on-cash/ PHL17.COM How to Get Through the COVID-19 Pandemic if You’re Short on Cash
https://youtu.be/tkTQPjEroVc YOUTUBE.COM How to Financially Survive COVID-19 - Tips from CFP Dan Hernandez
https://youtu.be/o1sGmV7JjpI YOUTUBE.COM Teaching Children the Value of Money with Dan Hernandez on PHL17
In case you missed it this morning, here’s the interview on PHL17 on the election’s impact on the stock market! https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fphl17.com%2fphl17-morning-news%2fhow-could-the-election-impact-the-markets-and-your-money%2f&c=E,1,cWRNSYtNCB-LYS6jMuNQwUqB2J1KqXM0ZR8F5zCkG6A213bKnxZLW_C2_HHuu4iz1jCYUBSznzWfBko1mgfQZuXDza-ZfJZwmXBHu4Eh6A,,&typo=1 How could the election impact the markets and your money?
Interview from PHL17 this morning on Covid/Vaccine and the Stock market! https://phl17.com/phl17-morning-news/making-cents-out-of-this-crazy-time/ Making *cents* out of this crazy time
Why you should consider rolling that old 401k to an IRA! https://www.youtube.com/watch?v=Q4s8K8sb2zQ&t=36s YOUTUBE.COM IRA Rolllovers
https://www.youtube.com/watch?v=Q4s8K8sb2zQ&t=36s YOUTUBE.COM IRA Rolllovers
In case you missed it, here’s the link on NBC10 story that ran yesterday on financial tips for 2021! https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fwww.nbcphiladelphia.com%2fnews%2flocal%2ffinancial-planner-shares-savings-advice-for-families%2f2692436%2f&c=E,1,m1ygm0hGfhK_k1F1BnTvsXGA2IDAfhjY1kZyqB5CVo_SUSYIq_sxeQdmInSIejawyNpiUNEayK7iDXBF05cYm5qVyoPJGJOz7AXiEMghmxdU&typo=1 Financial Planner Shares Savings Advice for Families
At 12:15 today. I'll be a guest on BizTV show Liquid Lunch hosted by John Tabacco. here's the link to watch: https://biztv.com/watch/live-streams/ BIZTV.COM Live Stream
Here's the clip from Liquid Lunch that aired Tuesday with John Tabacco! : https://youtu.be/l7XhazC5ZG0 YOUTUBE.COM Dan Hernandez' Financial Tips with John Tabacco - Feb 9 2021
In case you missed it, here's the clip from this week's Liquid Lunch segment with John Tabacco! https://youtu.be/0IH_xJ-FOis YOUTUBE.COM Dan Hernandez's Financial Tips - Liquid Lunch with John Tabacco, Feb 17
My company is looking to hire a part time clerical/sales assistant. 20-30 hours per week. Please message me if you know anyone that’s interested.
Here’s Tiesday’s clip from BizTV’s liquid lunch! https://youtu.be/lZ_xHRBLC8Q Finance Tips from Dan Hernandez on Liquid Lunch w. John Tabacco
In case you missed it, here's yesterday's PHL17 interview! https://phl17.com/phl17-morning-news/making-cents-out-of-this-crazy-time-2/. Making Cents Out of this Crazy Time

Information

Company name
Milestone Wealth Management
Category
Financial and Investment Services

FAQs

  • What is the phone number for Milestone Wealth Management in Voorhees NJ?
    You can reach them at: 856-489-5040. It’s best to call Milestone Wealth Management during business hours.
  • What is the address for Milestone Wealth Management on sheppard road in Voorhees?
    Milestone Wealth Management is located at this address: 2 Sheppard Road Voorhees, NJ 08043.
  • What are Milestone Wealth Management(Voorhees, NJ) store hours?
    Milestone Wealth Management store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.