Daniel
Koppel
Milestone Financial Planning, LLC
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About this Advisor
Daniel Koppel is a financial advisor based in Bedford, New Hampshire, working with Milestone Financial Planning, LLC. Daniel has previously held positions at Metlife Securities Inc, Massmutual Life Insurance Company, Mml Investors Services, LLC, Milestone Financial Planning, Noble Financial Group, Baystate Financial, and Metlife Financial Group Of Massachusetts. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and New Hampshire. Currently, Daniel is part of Milestone Financial Planning, LLC, which operates out of Bedford, New Hampshire. The firm has 4 offices and 16 employees. The firm manages assets totaling $423.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Milestone Financial Planning, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Milestone Financial Planning, LLC Brokerage Details
$423,891,386
16
929
$456,288
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniel Koppel Work History
Milestone Financial Planning
Mml Investors Services, LLC
Noble Financial Group
Massmutual Life Insurance Company
Baystate Financial
Metlife Financial Group Of Massachusetts
Metlife Securities Inc
Disclosures
Please visit the SEC profile of Daniel Koppel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Milestone Financial Planning, LLC
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
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