Milestones Financial, LLC

Milestones Financial, LLC serves clients age 50+ seeking tax-efficient retirement planning and investment recommendations for a fixed fee. We help you maintain full control over your money while receiving long-term, professional advice on things like reducing your tax bill, investing smarter, and creating retirement income. To learn more about Josh Gallogly, CFP®, EA, please see his NAPFA-Registered Financial Advisor profile (i.e., by clicking on his name, below), and to learn more about Milestones Financial, LLC, please visit our website at https://milestonesfin.com/
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Advisors at this Office

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This Office

1504 West First Avenue Suite 301 Grandview Heights, OH 43212 Phone: +1 (614) 349-1095

Primary Office

1504 West First Avenue Suite 301 Grandview Heights, OH 43212 Phone: +1 (614) 349-1095