Garrett
Climo
Milestone Financial Planning, LLC
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About this Advisor
Garrett Climo is a financial advisor based in Bedford, New Hampshire, working with Milestone Financial Planning, LLC. Garrett has previously held positions as a student, at Climo Landscaping, and at Milestone Financial Planning LLC. Garrett has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts, New Hampshire, and Rhode Island. Currently, Garrett 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
Garrett Climo Work History
Milestone Financial Planning LLC
Climo Landscaping
Student
Disclosures
Please visit the SEC profile of Garrett Climo 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
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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